Job Description

Purpose of the role

To generate revenue and promote the bank's diverse product and service offerings to various customer segments. 

Accountabilities

• Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
• Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
• Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges.
• Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs.
• Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank.
• Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
• Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• 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.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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.

Join us as an Analyst GTB Sales, where you will support the origination and management of deposits and liquidity solutions for corporate and financial institution clients. Develop high-quality pitch materials, RFP responses and client proposals to support mandate conversion. Participate in client discussions covering cash management, liquidity, payments, trade finance and working capital solutions. Support the origination and structuring of trade and working capital transactions, including documentary trade, receivables finance, payables finance and open account solutions. Work closely with Treasury, Product, Risk, Legal and Operations teams to structure solutions that meet client needs within Barclays’ risk appetite. Support end-to-end deal execution, including approvals, documentation and handover to implementation teams. Maintain accurate pipeline reporting, deal tracking and revenue forecasting, ensuring strong CRM hygiene and timely updates. Develop an understanding of client treasury needs, supply chain dynamics and working capital cycles. Build effective relationships with internal stakeholders and progressively establish direct client relationships. Stay informed on market developments, competitive dynamics and regulatory considerations impacting transaction banking across Singapore and APAC. Ensure adherence to Barclays policies, AML, KYC, sanctions and applicable regulatory requirements. Proactively identify and escalate conduct, risk and control-related concerns.

To be successful in this role, you should

• Have strong knowledge of transaction banking products, including liquidity, payments, trade finance and working capital solutions.
• Demonstrate strong analytical, execution, communication and stakeholder management skills.
• Have the ability to understand client requirements and translate them into appropriate banking solutions.
• Demonstrate strong attention to detail and the ability to manage multiple priorities within defined timelines.
• Have a strong understanding of risk, controls and regulatory requirements.
• Be able to work effectively with senior stakeholders across Sales, Product, Treasury, Risk, Legal and Operations.

Essential Skills/Basic Qualifications

• Experience in Transaction Banking, Trade & Working Capital, Liquidity, Payments, Cash Management or a related role.
• Good understanding of liquidity, payments, trade and working capital solutions.
• Familiarity with corporate treasury concepts, trade documentation and cross-border transaction flows.
• Strong analytical, execution and stakeholder management skills.

Desirable Skills/Preferred Qualifications

• Knowledge of India regulatory requirements and APAC trade corridors.
• Experience supporting corporate and/or financial institution clients.
• Exposure to deposits, liquidity management, cash management, payments, trade finance or working capital solutions.
• Experience in preparing client pitches, RFP responses and transaction proposals.
• Understanding of treasury and working capital optimisation.

You may be assessed on the key critical skills relevant for success in the role, such as

• Transaction Banking product knowledge
• Sales origination and client engagement
• Deal structuring and execution
• Commercial and analytical thinking
• Stakeholder management
• Communication and presentation
• Risk and control awareness
• Pipeline and revenue management
• Attention to detail and execution discipline

Job location is Mumbai.