Job Description
Purpose of the role
To assist relationship managers to effectively manage their client portfolios and optimise the client experience.
Accountabilities
- Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
- Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
- Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
- Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
- Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
- Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
- Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
- Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
- Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
- Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
- Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.
Assistant Vice President Expectations
- Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
- Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
- Take ownership for managing risk and strengthening controls in relation to the work done.
- Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
- Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
- Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
- Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
Join us as a Infrastructure Engineer at Barclays where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences.
You may be assessed on the key critical skills relevant for success in role, such as experience with IBM Sterling Connect Direct, Expertise on Connect Direct configurations on Unix, Windows, SSL Encryption, IBM Sterling Integrator\File Gateway, SI\GIS clustering and Perimeter servers (DMZ\network experience etc.), SI\GIS SFTP adapters, SFTP, HTTPS, CD, Unix background\Unix Shell scripting skills\Batch Scripting.
Additional relevant skills in Cloud technologies (AWS, Azure etc.), CI\CD, DevOps, API Development, OpenShift, Unix background\Unix Shell scripting skills\Batch Scripting, Basic\Intermediate knowledge of coding languages e.g. Python\JSON.
This role is based in Pune.
What We Do
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 83,500 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.