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.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People 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.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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 PBE Support where you will play a critical role in supporting Private Bankers by managing end-to-end client onboarding, documentation, and due diligence activities. You will ensure that all onboarding processes meet the highest standards of accuracy, compliance, and operational excellence. This role is ideal for someone who is detail-oriented, analytical, and capable of thriving in a fast-paced, high-stakes environment.
 

Where you will make an impact:

• Support Private Banking Executives by completing documentation and internal requirements for periodic reviews, onboarding, and maintenance activities such as updating contact details or related-party information.

• Conduct thorough client due diligence, including verifying customer identity, assessing documentation, and ensuring alignment with regulatory and internal policies.

• Collect and verify key documents such as government-issued IDs, proof of address, and entity-specific paperwork for both Individual and Non-Individual clients.

• Analyse client information, prepare risk profiles, and identify potential red flags requiring escalation as per Barclays policies.

• Ensure all onboarding processes comply with AML, CTF, and other regulatory standards.

• Collaborate closely with Private Bankers, Client Due Diligence Teams, Compliance, and other internal stakeholders to resolve discrepancies and enable seamless onboarding.

• Manage multiple onboarding cases simultaneously, ensuring accuracy and timely completion as per SLAs.

• Act as a point of contact for clients when requesting or validating documentation, ensuring a smooth and professional client experience.

• Maintain accurate records, databases, and audit-ready documentation.

• Stay updated on evolving KYC/AML regulations and internal policy changes.

• Demonstrate sound understanding of various account opening processes—Bank Accounts, Demat, Broking, PMS, and Investment Accounts.

To be successful in this role, you should:

• Possess excellent attention to detail, critical thinking, and strong analytical capabilities.

• Be able to work effectively under pressure while managing a heavy workload.

• Demonstrate initiative and a naturally positive, self-motivated approach.

• Be comfortable collaborating with senior stakeholders across Legal, Compliance, Technology, and Front Office teams.

• Show the ability to communicate complex information clearly—both in writing and verbally.

• Exhibit strong organisational skills with the ability to prioritise, multi-task, and deliver to deadlines.

Essential Skills/Basic Qualifications:

• Fluency in English (spoken and written).

• A positive, self-driven personality with interest in financial markets.

• Strong analytical thinking and problem-solving skills using a rational, structured approach.

• Ability to organise, prioritise, and handle multiple tasks seamlessly.

• Flexibility and resilience while working under pressure with tight deadlines.

Desirable skills/Preferred Qualifications:

• Good understanding of investment products and securities market operations.

• Familiarity with account opening documentation and requirements across banking, demat, broking, PMS, and investment accounts.

You may be assessed on the key critical skills relevant for success in role, such as:

• Accuracy and completeness of due diligence and documentation.

• Ability to meet onboarding timelines and SLA commitments.

• Stakeholder feedback and the quality of collaboration with internal teams.

• Effectiveness in identifying risks and escalating red flags.

• Consistency in maintaining compliance with KYC/AML standards.

Job location is Mumbai.