Job Title: AM – Client Service Representative Factsheets

Department: Markets Operations (FXMM‑OTCD)

About Business line/Function: The FX MM OTC business line drives the origination, execution and post‑trade processing of all over‑the‑counter foreign‑exchange and money‑market transactions across the bank’s global client base. It delivers end‑to‑end trade lifecycle services—including confirmation, collateral management, DVP settlement and exception handling—while adhering to the highest standards of risk control, regulatory compliance, and operational efficiency. Leveraging a unified technology platform and a worldwide network of clearing partners, the team ensures seamless, timely and secure settlement outcomes that underpin BNP Paribas’s liquidity and pricing capabilities in the FX‑MM markets.

Position Purpose: 

Within the CIB ITO Client Management of BNP Paribas CIB, the Client Relationship Management team objective is to provide our clients with a top-of-the-range service and ensure a dedicated follow up of business continuity. Working closely with the different Capital Markets teams (Sales, Trader, Business Manager, Middle and Back Office, etc) , métier (Global Markets) and products (Equities, Commodities, Credit, FX and Interest Rate derivatives, Cash Equities, etc) , the Client Relationship Management team engages in all levels of management internally and externally in developing operational efficiency to advance the firm-to-firm relationship. The Client Relationship Management team is a client facing team, responsible for client communication related to regulatory remediation & on-boarding and 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

• Responsible for day-to-day deliverables 

? Ensure the valuation parameterization in systems and daily distribution  

? Ensure the fact sheet production, development and distribution  

? Ensure notifications production and distribution 

? Manage priorities in relation with trading and marketers

• Manage client inquiry & compliant 

? Ensure any request relating to 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 close and healthy relationship with internal services/data providers. 

? Share and disseminate 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, get an accurate and updated understanding of the client’s needs.  

? 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 € / 2000

Contributing Responsibilities

• Contribute to good quality client data      
• Comply with BNPP Permanent Control Activities & Framework 
• Comply with regulatory requirements and internal guideline 
• Contribute to reporting of all incidents according to the Incident Management System 
• Minimizing operational failure, including but not exclusively, the risk of fraud, by helping to devise, and by implementing, sufficient regular controls 
• Ensuring appropriate escalation to management and/or Permanent Control (or Compliance as appropriate) as soon as an issue is identified.
• 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

Technical & Behavioral Competencies

• Good knowledge of financial products especially derivatives. 
• Proficient with Microsoft Excel and Power Point 
• Self-directed, ability to manage multiple projects simultaneously, & ability to work collaboratively across functions 
• Highly motivated to uplift client experience 
• Work autonomously and successfully to manage team workload 
• Excellent organizational & interpersonal skills 
• Self-motivated and rigorous in ensuring quality  
• 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 

Specific Qualifications:

• Degree in Finance, Business or Mathematics; post-graduate degree in Business or Finance. Minimum 2 years in operations
• Minimum 5 yrs experience with 3 years in the Financial Markets preferably in a client-facing managerial role. 
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to build relationships with internal and external stakeholders.
• Ability to work in a fast-paced, high-pressure environment.

Skills Referential (Required knowledge, skills and abilities)

Technical Skills:

• Office pack including Advanced Excel
• Access
• VBA
• Strong appetite for IT systems

Behavioral Skills: 

• Ability to collaborate / Teamwork
• Client focused 
• Critical thinking   
• Attention to detail / rigor 
• Organizational skills
• Communication skills

Education Level: Bachelor’s degree or equivalent

Location: Mumbai/Bangalore, India

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 specialized 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, corporate 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 stability.

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.

Commitment to Diversity and Inclusion

At 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. 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.