Job Description
Job Title: Relationship Support Manager - FI
Location: Mumbai
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
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.
Working Flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs
Hybrid Working
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We’re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances These requests will be reviewed and agreed for a period of time i.e., will have a start and end date.
Please discuss the detail of the working pattern options for the role with the hiring manager.
Introduction:
As a Relationship Support Manager you will be a member of the Financial Institutions Group developing and maintaining relationships with a portfolio of banks as well as NBFI. You will assist the Relationship Directors with product knowledge, sales research, and customer relationship development, research into solutions to meet customers’ needs using market and industry information and risk management for the portfolio.
What will you be doing?
As a Relationship Support Manager your main responsibilities will include:
Sales & Service: 75%
Lead the on boarding process for new clients or new products to existing clients. Ensure that new/existing clients and products are set up on relevant systems.
Work with KYC team to obtain all relevant KYC documentation. Complete all required KYC refreshes across the portfolios.
Assist in Enhanced Due Diligence by performing new account screening, conducting analysis of existing account reviews, as well as other KYC/AML processes.
Maintain our Salesforce records and pipeline. Generate and monitor leads and update leads on Salesforce.
Provide day-to-day service provision for customers.
Liaise with client service/support teams in Singapore, London and Frankfurt for servicing client queries
Co-ordinate introduction to and from other areas of the Barclays Group where appropriate and monitor outcome.
Prepare MI for internal stakeholders and team meetings
Prepare client meetings presentations, engaging product specialists where appropriate.
Prepare information for and attend customer meetings.
Assist with development of, and revisions to the Client Relationship Plan.
Work with Relationship Directors to identify potential new customers and maintain database of potential customers.
Ensure a robust contact strategy is in place to improve or grow client satisfaction. Accurately handle, record and prevent customer complaints in line with our regulatory requirements and ensure great customer outcomes.
Undertake annual client reviews and make recommendations to Relationship Directors for areas of improvement.
Handle service queries from clients on deposit management
Deal Management and Support: 15%
Co-ordinate the execution of certain transactions and implementation of certain products, including liaising with product specialists, internal support functions and other relevant advisors to ensure a good client experience with appropriate risk management practices.
Ensure compliance with mandatory Risk policies and procedures relating to credit conformance and regulatory, operational, legal risk and Financial Crime.
Demonstration of adherence to Barclays governance policies and controls.
Team working 10%
Attend team meetings and contribute fully, including suggestions for ways of improving customer sales and service.
Contribute to environment of mutual support by sharing knowledge with other team members
What we’re looking for:
Genuine interest in financial markets
Graduate/Post graduate degree
Team work and project management skills
Skills that will help you in the role:
Fluency in English, additional Asia Pacific language skills encouraged
Resourcefulness, team orientation, enthusiasm, and an entrepreneurial spirit
Where will you be working?
Mumbai
Be More at Barclays
At Barclays, each day is about being more – as a professional, and as a person. ‘Be More @ Barclays’ represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are.
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, championing innovation and sustainability, for the common good and the long term.
Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.
Respect
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
Integrity
We operate with honesty, transparency and fairness in all we do.
Service
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.
Excellence
We champion innovation, and use our energy, expertise and resources to make a positive difference.
Stewardship
We prize sustainability, and are passionate about leaving things better than we found them.
Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.
Empower
Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.
Challenge
Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.
Drive
Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.
Location: Mumbai
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
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.
Working Flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs
Hybrid Working
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We’re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances These requests will be reviewed and agreed for a period of time i.e., will have a start and end date.
Please discuss the detail of the working pattern options for the role with the hiring manager.
Introduction:
As a Relationship Support Manager you will be a member of the Financial Institutions Group developing and maintaining relationships with a portfolio of banks as well as NBFI. You will assist the Relationship Directors with product knowledge, sales research, and customer relationship development, research into solutions to meet customers’ needs using market and industry information and risk management for the portfolio.
What will you be doing?
As a Relationship Support Manager your main responsibilities will include:
Sales & Service: 75%
Lead the on boarding process for new clients or new products to existing clients. Ensure that new/existing clients and products are set up on relevant systems.
Work with KYC team to obtain all relevant KYC documentation. Complete all required KYC refreshes across the portfolios.
Assist in Enhanced Due Diligence by performing new account screening, conducting analysis of existing account reviews, as well as other KYC/AML processes.
Maintain our Salesforce records and pipeline. Generate and monitor leads and update leads on Salesforce.
Provide day-to-day service provision for customers.
Liaise with client service/support teams in Singapore, London and Frankfurt for servicing client queries
Co-ordinate introduction to and from other areas of the Barclays Group where appropriate and monitor outcome.
Prepare MI for internal stakeholders and team meetings
Prepare client meetings presentations, engaging product specialists where appropriate.
Prepare information for and attend customer meetings.
Assist with development of, and revisions to the Client Relationship Plan.
Work with Relationship Directors to identify potential new customers and maintain database of potential customers.
Ensure a robust contact strategy is in place to improve or grow client satisfaction. Accurately handle, record and prevent customer complaints in line with our regulatory requirements and ensure great customer outcomes.
Undertake annual client reviews and make recommendations to Relationship Directors for areas of improvement.
Handle service queries from clients on deposit management
Deal Management and Support: 15%
Co-ordinate the execution of certain transactions and implementation of certain products, including liaising with product specialists, internal support functions and other relevant advisors to ensure a good client experience with appropriate risk management practices.
Ensure compliance with mandatory Risk policies and procedures relating to credit conformance and regulatory, operational, legal risk and Financial Crime.
Demonstration of adherence to Barclays governance policies and controls.
Team working 10%
Attend team meetings and contribute fully, including suggestions for ways of improving customer sales and service.
Contribute to environment of mutual support by sharing knowledge with other team members
What we’re looking for:
Genuine interest in financial markets
Graduate/Post graduate degree
Team work and project management skills
Skills that will help you in the role:
Fluency in English, additional Asia Pacific language skills encouraged
Resourcefulness, team orientation, enthusiasm, and an entrepreneurial spirit
Where will you be working?
Mumbai
Be More at Barclays
At Barclays, each day is about being more – as a professional, and as a person. ‘Be More @ Barclays’ represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are.
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, championing innovation and sustainability, for the common good and the long term.
Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.
Respect
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
Integrity
We operate with honesty, transparency and fairness in all we do.
Service
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.
Excellence
We champion innovation, and use our energy, expertise and resources to make a positive difference.
Stewardship
We prize sustainability, and are passionate about leaving things better than we found them.
Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.
Empower
Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.
Challenge
Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.
Drive
Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Support Manager | FI position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
