# Client Relationship Manager

**Company**: Barclays
**Location**: Ceejay House, Mumbai
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Ceejay-House-Mumbai/Director_90390427-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_674bf36f-afa

## Description

The Client Relationship Manager role involves establishing and nurturing profitable partnerships with corporate and individual clients. You will act as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

**Key Responsibilities:**

- Manage client relationships to identify financial goals, challenges, and risk tolerance.

- Analyse data from various sources to identify trends and areas for improvement.

- Research industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations.

- Design customised solutions addressing client-specific needs and objectives.

- Communicate the value proposition of proposed solutions and negotiate terms beneficial to both parties.

- Provide expert investment advice, risk management, and wealth management strategies.

- Assess financial, legal, and operational risks and implement measures to minimise potential losses.

- Document client interactions, transactions, and agreements for transparency and auditability.

- Monitor client satisfaction, revenue generated, and other relevant metrics.

**Director Expectations:**

- Provide expert advice to senior functional management and committees.

- Manage, coordinate, and enable resourcing, budgeting, and policy creation.

- Escalate breaches of policies and procedures.

- Foster and guide compliance with regulations.

- Focus on the external environment, regulators, or advocacy groups.

- Demonstrate extensive knowledge of industry theories and practices.

- Use interpretative thinking and advanced analytical skills to solve problems.

- Exercise management authority to make significant decisions.

- Negotiate with and influence stakeholders at a senior level.

- Act as a principal contact point for key clients and counterparts.

**Leadership Behaviours and Values:**

- Demonstrate Barclays' Values of Respect, Integrity, Service, Excellence, and Stewardship.

- Exhibit the Barclays Mindset – Empower, Challenge, and Drive.

## Skills

### Required
- client relationship management
- financial analysis
- investment advice
- risk management
- wealth management
- strategic recommendations
- regulatory compliance
- leadership

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Ceejay-House-Mumbai/Director_90390427-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)