Sales Assistant

Job Description

Purpose of the role

To maintain the smooth and efficient operation of our trading desks, providing operational support and expertise to traders, sales professionals, and other key stakeholders, helping them maximize their productivity and minimize disruptions and handling administrative tasks, and providing market information and research. 

Accountabilities

• Provision of immediate and efficient technical support to traders and sales professionals on the trading desks, resolving hardware, software, and network-related issues to ensure uninterrupted trading activities.
• Coordination of trade execution by liaising with traders, clients, and other internal teams to ensure smooth transactions.
• Maintenance and updating of trade records, transaction logs, and client databases accurately.
• Reports, presentations, and documentation preparation to support sales and trading activities.
• Monitoring of market data and assist in the analysis of financial information for trading decisions.
• Operational tasks such as processing trades, confirming orders, and resolving trade discrepancies.

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 a "Sales Assistant" at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionise our digital offerings, ensuring unapparelled customer experiences.
You may be assessed on the key critical skills relevant for success in role, such as experience with Tableau, QlikView and Python performance tuning as well as job-specific skillsets.

To be successful as a " Sales Assistant ", you should have experience with:

Basic/ Essential Qualifications:

• Excel working knowledge.
• Programming skills/ exposure to Tableau, QlikView, Python is an added benefit.
• Strategic decision support.

Desirable skillsets/ good to have:

• Ensuring all client revenue (CR) related static data is up-to-date and accurate, including escalation of issues where necessary.
• Clearance and resolution of failed and unassigned trades, working with IT and Client Strategy as required.
• Working with Sales / Client Strategy teams in preparation and capture of daily / monthly client revenue adjustments with relevant approvals, including facilitating system load and associated checks.
• Tracking of monthly adjustments across asset classes to be shared with stakeholders to ensure CR completeness ahead of monthly close.
• Facilitation of agreed tariff updates and post-implementation checks.
• Ensuring effective control environment in operation for all processes performed by the team, and providing input into monthly Controls oversight forum on status of controls owned by the team e.g. failed and unassigned trades, manual uploads etc.
• Providing support of internal and external CR audits as required, including sourcing trade data and trade flow detail.
• Liaising with Technology and other support groups where necessary for issues resolution
• Play an active role in identifying opportunities for process improvements to drive efficiencies and tightening of the control environment.
• Collaborate with various departments to collect necessary information.
• Ensure consistent and professional communication with stakeholders.
• Manage multiple projects simultaneously, ensuring timely completion.
• Coordinate with team members to ensure alignment and efficiency.
• Identify opportunities for process improvements and implement solutions.
• Carry out ‘Regulatory checks’ and ‘Operational Controls’ for Business Management team

This role will be based out of Nirlon Knowledge Park, Mumbai.