# 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_90390450?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_a17fa45d-fc8

## Description

The purpose of this role is to establish and nurture profitable partnerships with corporate and individual clients, ensuring mutual benefit and long-term success.

**Accountabilities**

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

- Research and understand client industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.

- Design customized solutions addressing client-specific needs and objectives, incorporating various products and services from the bank's portfolio.

- Communicate the value proposition of proposed solutions, justify recommendations, and negotiate beneficial terms.

- Provide guidance to clients on financial decisions, offering expert investment advice, risk management, and wealth management strategies.

- Assess financial, legal, and operational risks associated with client relationships and implement measures to minimize potential losses.

- Document client interactions, transactions, and agreements to ensure transparency and auditability.

- Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate relationship management effectiveness.

**Director Expectations**

- Provide expert advice to senior functional management and committees, influencing decisions outside of own function.

- Manage, coordinate, and enable resourcing, budgeting, and policy creation for a significant sub-function.

- Escalate breaches of policies and procedures, foster compliance, and ensure regulations are observed.

- Focus on the external environment, regulators, or advocacy groups to monitor and influence on behalf of Barclays.

- Demonstrate extensive knowledge of how the function integrates with the business division/Group to achieve overall business objectives.

- Maintain broad and comprehensive knowledge of industry theories and practices within own discipline.

- Use interpretative thinking and advanced analytical skills to solve problems and design solutions in complex/sensitive situations.

- Exercise management authority to make significant decisions and strategic 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/business divisions.

- Mandated as a spokesperson for the function and business division.

All Senior Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize 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.

## Skills

### Required
- financial analysis
- relationship management
- risk assessment
- investment advice
- wealth management

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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_90390450?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)