PBE Support Professional

Joinus as PBESupportwhereyouwillplayacriticalroleinsupporting Private Bankersbymanagingend-to-endclientonboarding, documentation, andduediligenceactivities. Youwillensurethatallonboardingprocessesmeetthehigheststandardsofaccuracy, compliance, andoperationalexcellence. Thisroleisidealforsomeonewhoisdetail-oriented, analytical, andcapableofthrivinginafast-paced, high-stakesenvironment.

Whereyouwillmakeanimpact:
• Support Private Banking Executivesbycompletingdocumentationandinternalrequirementsforperiodicreviews, onboarding, andmaintenanceactivitiessuchasupdatingcontactdetailsorrelated-partyinformation.

• Conductthoroughclientduediligence, includingverifyingcustomeridentity, assessingdocumentation, andensuringalignmentwithregulatoryandinternalpolicies.

• Collectandverifykeydocumentssuchasgovernment-issued IDs, proofofaddress, andentity-specificpaperworkforboth Individual and Non-Individualclients.

• Analyseclientinformation, prepareriskprofiles, andidentifypotentialredflagsrequiringescalationasper Barclayspolicies.

• Ensureallonboardingprocessescomply with AML, CTF, andotherregulatorystandards.

• Collaborateclosely with Private Bankers, Client Due Diligence Teams, Compliance, andotherinternalstakeholderstoresolvediscrepanciesandenableseamlessonboarding.

• Managemultipleonboardingcasessimultaneously, ensuringaccuracyandtimelycompletionasper SLAs.

• Actasapointofcontactforclientswhenrequestingorvalidatingdocumentation, ensuringasmoothandprofessionalclientexperience.

• Maintainaccuraterecords, databases, andaudit-readydocumentation.

• Stayupdatedonevolving KYC/AMLregulationsandinternalpolicychanges.

• Demonstratesoundunderstandingofvariousaccountopeningprocesses Bank Accounts, Demat, Broking, PMS, and Investment Accounts.

Tobesuccessfulinthisrole, youshould:
• Possessexcellentattentiontodetail, criticalthinking, andstronganalyticalcapabilities.

• Beabletoworkeffectivelyunderpressurewhilemanagingaheavyworkload.

• Demonstrateinitiativeandanaturallypositive, self-motivatedapproach.

• Becomfortablecollaboratingwithseniorstakeholdersacross Legal, Compliance, Technology, and Front Officeteams.

• Showtheabilitytocommunicatecomplexinformationclearlybothinwritingandverbally.

• Exhibitstrongorganisationalskillswiththeabilitytoprioritise, multi-task, anddelivertodeadlines.

Essential Skills/Basic Qualifications:
• Fluency in English(spokenandwritten).

• Apositive, self-drivenpersonalitywithinterestinfinancialmarkets.

• Stronganalyticalthinkingandproblem-solvingskillsusingarational, structuredapproach.

• Abilitytoorganise, prioritise, andhandlemultipletasksseamlessly.

• Flexibilityandresiliencewhileworkingunderpressurewithtightdeadlines.

Desirableskills/Preferred Qualifications:
• Goodunderstandingofinvestmentproductsandsecuritiesmarketoperations.

• Familiaritywithaccountopeningdocumentationandrequirementsacrossbanking, demat, broking, PMS, andinvestmentaccounts.

Youmaybeassessedonthekeycriticalskillsrelevantforsuccessinrole, suchas:
• Accuracyandcompletenessofduediligenceanddocumentation.

• Abilitytomeetonboardingtimelines and SLAcommitments.

• Stakeholderfeedbackandthequalityofcollaborationwithinternalteams.

• Effectivenessinidentifyingrisksandescalatingredflags.

• Consistencyinmaintainingcompliance with KYC/AMLstandards.

Joblocation is Mumbai.

Purposeoftherole
Toassistrelationshipmanagerstoeffectivelymanagetheirclientportfoliosandoptimisetheclientexperience.
Accountabilities
• Maintenanceofclientinformation, managementofcontractsandagreements, andpreparationofreports, presentations, andothermaterials.

• Coordinationofschedulesforrelationshipmanagersandclients, ensuringefficienttimemanagementandsmoothcommunication.

• Processingoftransactions, managementofexpensereports, androutinerequeststofreeuptherelationshipmanagerstimeforstrategicactivities.

• Informationgatheringonrelevantmarkettrends, competitorofferings, andindustrynewstosupporttherelationshipmanagerinprovidinginformedadviceandtailoredsolutions.

• Analysisofclientdata, preparationofreportsonportfolioperformance, andprovisionofinsightstoinformportfolioadjustmentsandclientrecommendations.

• Managementofinboundandoutboundcommunicationthroughphone, email, andotherchannels, relayingimportantinformationandresponsetoclientinquiries.

• Provisionofsupporttorelationshipmanagerswithplanning, trackingandtheexecutionofcomplexclientprojectsbymanagingtimelinesandresources, identifyingpotentialissues, summarisingclientportfoliosandproactivelycommunicatingupdatesandopportunitiestotherelationshipmanager.

• Supporttoclientswitheverydayproductandservicestaskssuchasdeposits, withdrawals, transfers, billpayments, mobileappsupportaswellasupdatingpersonalinformation, contactdetailsandaccountpreferences.

• Guidancetonewcustomersthroughaccountopeningprocedures, explanationofaccounttermsandconditions, andsettingupofonlineaccessandotherservices.

• Managementandmaintenanceofclientrelationsbyresolvingvariouscustomerconcernsandinquiries, includingaccountbalances, statements, transactions, fees.

• Maintenanceofconfidentialityandsecurityofclientdatabyfollowingstrictdatasecurityprotocolsandethicalpractices.

Analyst Expectations
• Toperformprescribedactivitiesinatimelymannerandtoahighstandardconsistentlydrivingcontinuousimprovement.

• Requiresin-depthtechnicalknowledgeandexperienceintheirassignedareaofexpertise

• Thoroughunderstandingoftheunderlyingprinciplesandconceptswithintheareaofexpertise

• Theyleadandsuperviseateam, guidingandsupportingprofessionaldevelopment, allocatingworkrequirementsandcoordinatingteamresources.

• Ifthepositionhasleadershipresponsibilities, People Leadersareexpectedtodemonstrateaclearsetofleadershipbehaviourstocreateanenvironmentforcolleaguestothriveanddelivertoaconsistentlyexcellentstandard. Thef our LEADbehavioursare: LListenandbeauthentic, EEnergiseandinspire, AAlignacrosstheenterprise, DDevelopothers.

• ORforanindividualcontributor, theydeveloptechnicalexpertis