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Job Description
You may be assessed on key critical skills relevant for success in role such as:
- Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution.
- Be aware about Fails Management and Reconciliations.
- Trade middle office - managing risk and performance.
- Managing complete Trade lifecycle with execution, clearance, settlement, and resolution.
- Excellent communication skills.
- Derivatives, Equity, fund settlements, capital markets, investment banking, and record keeping.
- Settlements Process Knowledge - Pre-Matching, Fails Management & Reconciliation.
- Product Knowledge - Equities, Fixed Income & Mutual Funds & derivatives.
This role is based out of Pune.
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Accountabilities
- Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
- Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
- Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
- Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
- Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
- Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
- Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
- Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.
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- To meet the needs of stakeholders/ customers through operational excellence and customer service
- Perform prescribed activities in a timely manner and to a high standard
- No people leadership roles at this grade.
- Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of team members.
- Identify escalation of policy breaches as required.
- Take responsibility for customer service and operational execution tasks.
- 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.
- Gain and maintain an understanding of own role, how the team integrates to achieve overall objectives, alongside knowledge of the work of other teams within the function.
- Work within well-defined procedures that may involve a variety of work routines.
- Demonstrate an understanding of the procedures.
- Evaluate and select the appropriate alternatives from defined options.
- Make judgements based on the analysis of factual information.
- Build relationships with stakeholders and customers to identify and address their needs, in support of a smooth operating process, handling sensitive issues as required.
Skills
Client RelationsManagement ServicesReportingTrade SettlementsTradingWealthWealth ManagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Barclays is a leading global bank with over 300 years of history, known for pioneering innovations such as funding the world’s first industrial steam railway in 1819 and unveiling the first automated teller machine in 1967. Headquartered in London, United Kingdom, Barclays operates in more than 40 countries, offering services in corporate banking, investment banking, wealth management, and retail banking (in select markets).
In India, Barclays has maintained a branch presence since 1990 and today employs 30,000+ people across banking, technology, and shared services operations. The bank holds market‑leading positions in corporate and investment banking, has been a top arranger of domestic debt since 2010, and operates a leading private banking arm through Barclays Securities & Investments Pvt. Ltd. (BSIPL).
Barclays offers career opportunities in finance, technology, operations, and client advisory, attracting professionals who value innovation, integrity, and global impact. Its India operations are supported by the Barclays Global Service Centre, which delivers high‑quality talent and technology solutions to the bank’s worldwide network.
Important dates & deadlines?
Application Deadline
03 Apr 26, 03:13 PM IST
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