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Assistant Manager Client Services Reporting Officer

0.00 to 5.00 Years   Mumbai City   30 May, 2020
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

Position PurposeThe Client Reporting team is responsible for the correct and timely production and distribution of valuation reports, event notifications and audit reports towards the client and for providing the client with an indicative price of their product at a given point in time. They are also the entry point for any client enquiries regarding their reporting needs.The Client Services Reporting Officer reports to the Head of the Client Services Reporting TeamResponsibilitiesManage client queries related to Global Markets

  • Ensure any request escalated ( Confirmation , settlement , valuation explanation etc) is answered in a timely mannerHelp Clients navigate the Bank
  • Ensure escalation of any incident to OCRM and local managementProduce day to day services Global Markets
  • Ensure the valuations reports parameterization in systems in accordance to the current procedures, cross asset classes and ensure the correct and timely production and delivery of these reports
  • Ensure the event notification reports parameterization in systems in accordance to the current procedures, cross asset classes and ensure the correct and timely production and delivery of these reports
  • Ensure Operational efficiency
  • Maintain, enhance and develop relevant operational related policies and procedures.
  • Remove operational barriers to grow relationships
  • Propose enhancements to strengthen the tools and processes in place and actively participate to the User Acceptance Tests (UAT)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
Operational risk management
  • Ensure a yearly review with legal to update disclaimers if necessary
  • Maintain the incident database and declare IMS incident > 15000 / 20000 $
  • More generally , always report to management identified potential risk
Key contributions
  • 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 to streamline and improve the process
Technical & Behavioral CompetenciesCore skills
  • Proven experience in finance or banking related industry
  • Knowledge of Global Markets, related products, and derivatives and processes is a plus
  • Operations experience (within a Middle office is a plus)
  • Experience in a client-facing role
  • History of achievement in previous roles
  • Strong technical skills in excel
Personal skills and qualities
  • Innovative and creative
  • Rigorous to ensure quality
  • Strong interpersonal skills
  • Excellent verbal, presentation and written communication skills
  • Excellent analytical and problem solving skills
  • Be client oriented
Specific Qualifications (if required)
  • Senior position 3 to 5 years experience within a Global Markets team
  • Post Graduate qualification or equivalent
  • Fluent in English any other language is a plus
    , * Technical & Behavioral Competencies
    • 3 - 5 years in the Financial Markets preferably in a client-facing managerial role.
    • Good knowledge related to OTC derivatives regulations and / or tax legislations a plus.
    • Strong communication skills in English (written and verbal)
    • Solid team player with a track record of working with different stakeholders.
    • Proficient with Microsoft Excel and Power Point
    Specific Qualifications (if required)
    • Degree in Finance, Business or Mathematics; post-graduate degree in Business or Finance.
    • Self-directed, ability to manage multiple projects simultaneously, and ability to work collaboratively across functions
    • Highly motivated to uplift client experience
    • Work autonomously and successfully to manage team workload
    • Advanced communication skills (face to face, verbal, and written) with all levels of organization
    • Excellent organizational & interpersonal skills
    • Self-motivated and rigorous in ensuring quality
    • Able to work under pressure and tight deadlines
    • Excellent analytical and problem solving skills (Project management experience is a plus)
    • Demonstrates effective organization and time management skills
    • Able to suggest and implement innovative solutions to existing and future issues
    Skills Client ServicesBehavioural Skills: (Please select up to 4 skills)Attention to detail / rigorCommunication skills - oral & writtenGood ListenerAbility to multi-taskTransversal Skills: (Please select up to 5 skills)Analytical AbilityAbility to develop and adapt to a processAbility to collaborate / TeamworkChoose an item.Choose an item.Education Level: Bachelor Degree or equivalentExperience Level0-5 yearOther/Specific Qualifications (if required)

    Keyskills :
    salesmis accountsclient relationship management audit reportsretail banking risk managementdata management

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