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Analyst, Private Bank Executive (Assistant RM)

Barclays · mumbai, India
private bankingclient managementdata analysistransaction processingreport preparationexperienced

Job Description

Assist relationship managers in managing client portfolios and optimizing client experience. Responsibilities include maintaining client information, processing transactions, and analyzing client data. Support clients with everyday banking tasks and ensure confidentiality of client data.

Qualifications

CACS 1 & 2 certified, at least 2 years of experience in Private Banking.

Skills Required

  • private banking
  • client management
  • data analysis
  • transaction processing
  • report preparation

Location

City: mumbai · Country: India