Analyst - ICB India

Join us as an Analyst - ICB India, where you will play a critical role in supporting client onboarding, relationship management, credit analysis, and transaction execution within Barclays’ Institutional Corporate Banking function. You will work closely with Relationship Directors, product specialists, and risk teams to deliver high-quality client service while ensuring compliance with regulatory and governance frameworks.

Where you will:

• Lead onboarding for new clients and new products for existing clients, ensuring accurate system setup
• Partner with KYC teams to obtain documentation and complete periodic KYC refreshes
• Maintain internal records, client pipelines, and ensure high standards of data quality
• Provide day-to-day client servicing and coordinate with internal stakeholders across Barclays
• Prepare Management Information (MI), client presentations, and support customer meetings
• Assist in developing and updating Client Relationship Plans
• Support Relationship Directors in identifying and tracking new business opportunities
• Execute client contact strategies to enhance satisfaction and manage complaints effectively
• Conduct annual client reviews and recommend improvements
• Coordinate transaction execution and product implementation with internal teams and specialists
• Perform credit analysis and support structured transactions alongside Credit Risk and Debt Finance teams
• Ensure adherence to lending procedures, risk appetite, and governance policies
• Maintain compliance with regulatory, operational, legal, and financial crime requirements

To be successful in this role, you should:

Demonstrate strong client servicing capability, attention to detail, and the ability to manage multiple stakeholders while operating within a highly regulated banking environment.

Essential Skills / Basic Qualifications:

• Experience in Corporate Banking / Institutional Banking / Wealth Management / Financial Services
• Strong understanding of client onboarding, KYC, and regulatory requirements
• Knowledge of credit analysis and transaction lifecycle
• Excellent stakeholder management and communication skills
• Strong analytical and problem-solving abilities
• Ability to manage multiple priorities with high attention to detail
• Proficiency in MS Excel and PowerPoint for MI and presentations

Desirable Skills / Preferred Qualifications:

• Prior experience in Institutional Corporate Banking (ICB) or similar coverage roles
• Exposure to structured finance, debt products, or transaction management
• Understanding of risk frameworks, lending procedures, and governance policies
• Experience working with senior stakeholders and product specialists
• Familiarity with regulatory environments and financial crime compliance

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

• Client relationship management and service excellence
• Credit analysis and risk assessment capability
• Stakeholder management and collaboration
• Attention to detail and data quality focus
• Problem-solving and decision-making
• Regulatory awareness and compliance adherence

Job location is Mumbai.

Purpose of the role

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 

Accountabilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

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.