Financial Services Representative

2 days ago


Pune, Maharashtra, India beBeeCustomer Full time ₹ 6,00,000 - ₹ 12,00,000
Job Description

As a customer relationship professional, you will play a vital role in delivering exceptional service to clients by responding to inquiries, resolving issues and handling client requests efficiently.

The ideal candidate will possess strong interpersonal skills, be able to communicate complex information in a clear and concise manner and have the ability to build relationships with stakeholders/customers to identify and address their needs.

  • Critical Skills:
  • Excellent Communication
  • Problem Solving
  • Relationship Building
  • Adaptability
  • Analytical Thinking

Key Accountabilities:

  • Provide resolutions for customer queries/issues and personalize each interaction through the use of multiple communication channels.
  • Collaborate across multiple digital channels to personalize each interaction with a customer.
  • Enhance the bank's digital capabilities when current technology is identified as not yet ready to support.
  • Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently.
  • Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time.
  • Comply with all regulatory requirements and internal policies related to customer care.
  • Deliver work and areas of responsibility in line with relevant rules, regulation and codes of conduct.

Analyst Expectations:

  • Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.
  • Check work of colleagues within team to meet internal and stakeholder requirements.
  • Provide specialist advice and support pertaining to own work area.
  • Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to.
  • Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.
  • Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.

Barclays Values:

  • Respect
  • Integrity
  • Service
  • Excellence
  • Stewardship

Barclays Mindset:

  • Empower
  • Challenge
  • Drive


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