JOB DESCRIPTION

Purpose of the role

To establish and nurture profitable partnerships with both corporate and
individual clients. It's the bridge between the bank's offerings and clients'
needs, ensuring mutual benefit and long-term success.

Accountabilities

* Management of client relationships to identify the clients financial goals,
challenges, and risk tolerance to support the analysis of data obtained from
various sources, including the investment portfolio and cash flow, to
identify trends, insights, areas for improvement and additional services to
support client needs.
* Research and understanding of the client's industry trends, regulatory
landscape, and competitive setting to inform strategic recommendations.
* Design of customised solutions that address the client's specific needs and
objectives, incorporating a range of products and services from the bank's
portfolio.
* Communication of the value proposition of proposed solutions, justification
of recommendations, and negotiation of terms that are beneficial for both the
client and the bank.




* Provision of guidance to clients to support their financial decisions,
offering expert investment advice, risk management and wealth management
strategies support, and updates on market trends to ensure a positive and
continuous relationship.
* Assessment of financial, legal, and operational risks associated with client
relationships, and implementation of measures to minimise potential losses.
* Documentation of all client interactions, transactions, and agreements to
ensure transparency and auditability, and communicate findings effectively to
support product development, service offerings, and the overall bank
strategy.
* Monitoring of client satisfaction, revenue generated, and other relevant
metrics to evaluate the effectiveness of relationship management efforts.

Analyst Expectations

* To perform prescribed activities in a timely manner and to a high standard
consistently driving continuous improvement

📌 Relationship Support Manager (Mumbai)
🏢 Barclays
📍 Mumbai