Senior Associate / Assistant Manager - Client Services

4 - 5 years

0 Lacs

Posted:1 day ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About BNP Paribas India Solutions

Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union’s leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and Institutional Banking, Investment Solutions and Retail Banking for BNP Paribas across the Group. Driving innovation and growth, we are harnessing the potential of over 10000 employees, to provide support and develop best-in-class solutions.

About BNP Paribas Group

BNP Paribas is the European Union’s leading bank and key player in international banking. It operates in 65 countries and has nearly 185,000 employees, including more than 145,000 in Europe. The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Group’s commercial & personal banking and several specialised businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment, and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients. Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realize their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy, and Luxembourg. The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Turkey, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group's performance and stabilityCommitment to Diversity and InclusionAt BNP Paribas, we passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued, respected and can bring their authentic selves to work. We prohibit Discrimination and Harassment of any kind and our policies promote equal employment opportunity for all employees and applicants, irrespective of, but not limited to their gender, gender identity, sex, sexual orientation, ethnicity, race, colour, national origin, age, religion, social status, mental or physical disabilities, veteran status etc. As a global Bank, we truly believe that inclusion and diversity of our teams is key to our success in serving our clients and the communities we operate in.

About Business Line/Function

Client Management Operations team is leveraging an integrated model; the Client Management Operations Team delivers a comprehensive range of solutions to various business lines of the Group across the globe. The services include referential data management, Know Your Customer (KYC), Due Diligence preparation (client recertification and onboarding), Credit Administration and Post-Trade Client Services.

Job Title

Client Service Representative

Date

2025

Department

Client Management Operations ISPLLocation:Chennai / Mumbai

Business Line / Function

CIB – Corporate and Institutional Banking

Reports To

(Direct)Head of Client Services ISPL

Grade

(if applicable)(Functional)

Number Of Direct Reports

Directorship / Registration:NAPosition PurposeGlobal Markets Client Management division of BNP Paribas CIB, the EMEA Global Markets Client Service Technical Support team’s objective is to provide our clients with a top of the range service (valuation reports, event notifications, factsheet) and ensure a dedicated follow up of their products. Working closely with the different Global Market teams ( Sales , Business manager , Middle and Back Office, etc ) , métier ( GECD and FI ) and products ( Equity, Commodities, Credit, FX and Interest Rate derivatives, etc ), the EMEA Global Markets Client Service Technical Support engages all level of management internally in developing operational efficiency to advance the firm to firm relationship. Overall, through a dedicated operational relationship and a single point of contact, the team is responsible for the client satisfaction on any Post trade services. The job holder will be responsible for the day to day management of the team, ensure quality standards are maintained and exceeded. Reaching Operational excellence is expected for this role. The job holder will also have good technical skills and be able to problem solve and trouble shoot incidents and find appropriate workarounds.

Responsibilities

Direct Responsibilities

Manage Client Queries

  • Ensure any request relating to the factsheet is answered in a timely manner, in accordance with the procedure.
  • Help Clients navigate the Bank.
  • Ensure escalation of any incident to Operations Client Relationship Managers (OCRMs) and local management
  • Ensure quality of service is commensurate with clients’ importance for the bank. Tier‐1 client must be given very special attention.
Ensure Operational efficiency
  • Ensure Factsheets production and distribution daily.
  • Create new factsheets according to business or clients’ needs by using internal IT tools (Crystal report, VBA).
  • Maintain, enhance and develop relevant related operational policies and processes. Update or create procedures accordingly.
  • Propose and / or sponsor improvements leading to productivity gains or to increased reliability/security.
  • Ensure developments/improvements you are responsible for are properly done, within the timeframe formerly agreed, and communicated to the team.
  • Build and maintain a close and healthy relationship with internal services/data providers.
  • Share and disseminate the best practices among all Client Services teams.
  • To be a reference in terms of automation and productivity gains
Maintain internal network
  • With the Sales dedicated to the client to get an accurate and updated understanding of the client need
  • With Back and Middle Offices to ease problem solving through a partnership based relation
  • Share and disseminate the common objective of global client satisfaction
Achieve Client Satisfaction
  • Advocate for client while upholding bank policy and industry regulation
  • Develop Firm to Firm relationship across product disciplines and functions
  • Build and maintain a close and healthy relationship with internal Sales and make sure to get a clear understanding of their clients’ needs. Adjust services accordingly, in accordance with the manager.
  • Maintain a high standard of relationship
Operational risk management
  • Ensure a yearly review with legal to update disclaimers if necessary
  • Ensure the quality and accuracy of any document sent to the client.
  • Monitor potential risks such as legal, compliance and reputation
  • More generally , always report to management identified potential risk
Contributing Responsibilities
  • Maintain and develop relationships with internal stakeholders (FO, Marketers)
  • Contributes to develop of systems (bring ideas re. new functionality to improve the system)
  • Contribute to the enhancement and tools to mitigate Operational risk to BNP Paribas
  • Contribute to the development of colleagues through knowledge sharing on all aspects of the role.
  • Be open minded and suggest ways to continually streamline and improve the process

Competencies

  • Experience in banking or relevant experience is a plus
  • Knowledge of Global Markets, related products, and derivatives and processes is a plus
  • Ability to work with MS Office (namely, Excel)
  • At least 4-5 years experience in finance or banking related industry

Technial Skills

  • Office pack including Advanced Excel
  • Access
  • VBA, Power BI, SQL
  • Strong appetite for IT systems

Behavioural Skills

  • Communication skill
  • Organization skill
  • Rigor and precision
  • Results oriented
  • Client oriented

Specific Qualifications (if Required)

  • Degree in Finance, Business; post-graduate degree in Business or Finance
  • Fluent in English, written & verbal.
  • History of achievement in previous roles
  • Innovative, creative and pro-active
  • Rigorous to ensure quality
  • Strong interpersonal skills
  • Client Oriented
  • Excellent verbal, presentation and written communication skills
  • Excellent analytical and problem solving skills

Skills Referential

Behavioural Skills: (Please select up to 4 skills)Organizational skillsCommunication skills - oral & writtenClient FocusedCritical ThinkingTransversal Skills: (Please select up to 5 skills)Analytical AbilityAbility to develop and adopt a processAbility to understand, explain and support change.Choose an item.Choose an item.

Education Level

Bachelor Degree or EquivalentExperience LevelAtleast 4 year

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