Lead Generator @ Barclays


Job Description

Role Profile

Job Title: Lead Generator

Business Area/Division: Retail


Department / Function

Level 1


Corporate Title/Job Grade



Level 2

Reports into (job title)

Team Leader/ Branch Manager/ Sales manager



About Barclays

At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation

Barclays moves, lends, invests and protects money for customers and clients worldwide. With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.

For further information about Barclays, please visit our website http://www.barclays.com

Overall Role PurposeKey Accountabilities & approximate time split (&)

To achieve agreed sales targets in line with the business objectives through pro-active selling of Bank’s consumer lending/ Retail asset and credit card products.

Key Success Measures / Key Performance Indicators

Experience and Qualifications


· Good verbal and written communication

· Networking

· Good selling / influencing skills

  • Presentation skills
  • Listening skills

Knowledge & Expertise:


o A Lead Generator needs to match customer needs to product and service offerings provided by the Bank, recognize sales opportunities and carry-out-pro-active selling. They should have the ability to close a sale.

o Problem-solving around queries and complaints is largely prescribed.

o A good understanding of overall Retail goals & objectives, including the outlet’s objectives growth of sales, cost control and income contribution.

o A thorough understanding of the sales process

o A working knowledge of the procedure manuals

o A good working knowledge and understanding of relevant of legislation e.g KYC , Anti-Money laundering, banking code, service standards, health & safety standards etc.

o A thorough knowledge of the bank’s internal departments, systems & procedures as well as risk & rigour requirements.


· Some knowledge of competitor products and services offered to high net-worth customers.

Experience & Qualifications:


· First degree or diploma or relevant experience in a front-line banking sales/marketing/service environment.

· Role requires pro-active sales generation and the role holder will be required to spend a lot of time in the field making sales pitches to potential customers.


· Competitor product sales experience

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