Pbe - Client Service Role - Bengaluru, Karnataka, India - Barclays

Barclays
Barclays
Verified Company
Bengaluru, Karnataka, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

Job Title:
PBE - Client Service Role

Location:
Delhi

About Barclays
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.

Risk and Control Objective
Take ownership for managing risk and strengthening controls in relation to the work you do

Working Flexibly

Hybrid Working

Structured hybrid role:

Introduction:
The role holder supports Private Bankers in acquiring, servicing and retaining clients. They play a key role in delivery of overall business objectives and delivery of its targets and goals.

They will provide exceptional service to clients, building trusted relationships, and be a key point of contact for all day-to-day operational matters.

They will lead all aspects of client related administration.

What will you be doing?

60-70% Client Servicing

  • The role holder acts as the key point of contact for a portfolio of clients dealing with daytoday administration across the range of services and products which includes payments processing, credit cases submissions, client on boarding and client data maintenance.
  • They will be required to respond in a timely and professional manner to client requests, owning task execution end to end, working proactively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors.
  • Role holder must ensure master record is updated with all latest client data, requests and reports, as well as perform daily monitoring, operations and transactions on clients' accounts in accordance will all corporate policies, procedures and internal/external regulatory requirements.
  • Role holder assists the Private Banker(s) in administration and management of client relationships including attending meetings (to observe/take notes or on own where advice is not required), drafting of letters and other documentation, and production of annual client reviews all overseen and signedoff by the Private Banker. At all times role holder keeps Private Banker(s) fully informed of interactions with clients and shares any insights gained through client servicing. They will be sure to route clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
30-40% Sales Support

  • The role holder will organise and support Bankers' preparations for successful client engagement; e.g. by preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc. They will also on occasion attend client meetings and events when appropriate to establish strong and enduring working relationships.
  • The role holder will support and monitor relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times. They will ensure quality, accurate and timely execution of all client and administrative items, daily operations and transactions on clients' accounts, and reporting of all risk events and complaints.
  • The role holder will act as the key contact point for clients dealing with daytoday administration in relation to a range of services and products and acts as liaison between Private Banker and specialist product areas, e.g. Investments, Credit, Banking, Fiduciary, etc. to ensure the smooth operation of all services.
  • The role holder will handle incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients. They will address and solve clients' administration inquiries in order to provide high quality personalised service
  • The role holder will maintain an up to date working knowledge of the markets, economic position, Barclays research view and product set thus being able to provide a view of these to the Private Banker.
Governance and Control


The role holder will:

  • Ensure compliance with the Bank's policy and standards of client service, regulatory compliance requirements, frontoffice procedures, AML/KYC requirements, product delivery and operating model.
Key clients (internal and external)

Internal Key Clients will include Private Banker and Line Manager.

  • The role holder will also be primarily responsible for servicing the needs of a portfolio of HNW/UHNW external clients.

What we're looking for:

  • Basic Qualification: Graduation Mandatory

Skills that will help you in the role:
Where will you be working?
Delhi

Be More at Barclays
Interested and want to know more about Barclays? Visit home.barclays/who-we-are/ for more details.

Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, champi
More jobs from Barclays
See all jobs of Barclays