Niketa Patel

Experience

• 

  Barclays UK

  Jan 2007 - Jan 2010

  Premier Relationship Manager

  In this role I oversaw growth of a portfolio of 300 High Net Worth UK based personal clients ensuring the highest levels of customer service and understanding of client requirements. This involved analysing and assessing day-to-day banking needs in addition to spotting opportunities for pitching services and products to cross and upsell.I acquired 50 new clients over three years and improved workflow communications by 33% through regular cross-departmental meetings. Year-on-year I grew the portfolio by 40% and reduced complaints by 70% through improving processes and responding to feedback. Show less

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  Barclays Wealth Management

  Jan 2010 - Jan 2015

  Relationship Executive

  I developed a £multi-million portfolio of international High Net-Worth private clients supporting two Relationship Managers in developing strong and trusting client relationships and achievement of business targets. As the first point of contact for clients I ensured a deep understanding of their requirements and assessed opportunities across FX, cash management, investment and mortgages.I exceeded revenue targets by an average of 15% every year and expanded the portfolio by 20% year-on-year through identifying new business opportunities. I also generated significant savings through the identification of fraudulent banking activities. Show less

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  Barclays Corporate Banking

  Jan 2017 - Sept 2023

  I lead a team of 10 Associate Bankers within the International Corporate Banking division supporting Global Relationship Directors in managing clients together with all aspects of operational support. We manage x20 key accounts in high volume transactions with some clients processing 50,000 transactions a day.My role includes implementing agreed pricing plans, controls and transaction processes accurately to minimise risk and optimise efficiency. Working cross-functionally with product teams, risk, compliance, finance and technology, I manage all aspects of client accounts and relationship plans and ensure teams adhere to all KYC practices and deliver business performance targets.I ensure a high performing team through regular one-to-ones, coaching, mentoring and creation of clear expectations in performance reviews. Training plans have been established for every team member including induction, two week initial training and on-going development modules – now rolled out across the UK and internationally.I have optimised and automated processes including a 12 month project to automate interest rate statements working closely with other teams to design and implement successfully. Additionally, I saved the bank significant costs in 2022 through astute observation and investigation into fraudulent invoicing activities. Show less In this role I managed a portfolio of £multi-million major blue-chip corporate clients ensuring a deep understanding of client business and objectives and aligning services and products to their needs. I worked closely with Global Relationship Managers in maintaining strong client relationships and in the development of annual customer relationship plans.I acted as first point of contact for clients understanding issues and assessing opportunities for new services utilising the full breadth of bank products and services. This includes preparing credit risk cases and risk reports together with complex cash pooling projects. I personally attended client meetings ensuring 95% resolution of all issues first time.I grew portfolio spend by 33% year-on-year through identifying cross and upsell opportunities. I also increased repeat business by 5% per client through regular calls and client maintenance. Finally, I gained the highest number of ‘Outstanding’ client reviews (58 in 12 months) across the entire Corporate Banking Division. Show less

  • Head of Support Team - Fintech and PSPs

    Jan 2021 - Sept 2023

  • Associate Banker

    Jan 2017 - Jan 2021
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  Barclays Investment Bank

  Aug 2023 - now

  Risk Assessment Manager