Director
- Barclays
- 5 - 11 years
- Mumbai
- 2 months ago
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Job Description
Purpose of the roleTo 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 environment 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
Director Expectations
Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives
Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function
Escalates breaches of policies / procedure appropriately
Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence
Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate
Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives
Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives
Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations
Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area
Negotiate with and influence stakeholders at a senior level both internally and externally
Act as principal contact point for key clients and counterparts in other functions/ businesses divisions
Mandated as a spokesperson for the function and business division
All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard
The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others
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
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Job Classification
Industry: Financial ServicesFunctional Area / Department: Strategic & Top ManagementRole Category: Top ManagementRole: CTOEmployement Type: Full timeContact Details:
Company: BarclaysLocation(s): Mumbai+ View Contact
Keyskills: partnerships leadership product development investment operational risk wealth management budgeting
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