Job Description
Job Description
Job Title:
Associate Level I
Date:
Department:
BSO
Location:
Chennai
Business Line / Function:
Business Implementation & Account Opening Team
Reports to:
(Direct)
Assistant Manager
Grade:
(if applicable)
(Functional)
Number of Direct Reports:
NA
Directorship / Registration:
NA
Position Purpose
The business implementation and account opening team function is a critical component of the Securities Services business model, being first point of contact in regard to transitioning in new business for all clients who may include high net worth and Institutional investors, Corporate Trust and Fund Accounting clients.
Team will be in charge of opening, closing and maintaining accounts in accordance with SLA’s and BNP Risk Processes,
Responsibilities
Direct Responsibilities
Successful completion of account openings, modification & closure as per the client Account opening form
Providing the Market & tax form lodgments where required based on the market requirements
Facilitating client FX standing instruction set up and maintenance where required
Processing of transitions accurately and on time as required
Ensuring successful execution of the transition of assets restructures and successful integration of the client’s holdings.
Ensuring the client static are setup ( SWIFT, Internal sites, External Parties) and maintained as per the client needs
Addressing the client queries by liaising with various internal and external parties
Contributing Responsibilities
To demonstrate a client service ethic in all work produced and in all client interactions
Identifying or adapting implemented process change or projects and will apply all existing procedures including the completion of all checklists
To respond to all queries by other teams or clients as per SLA
Maintain communication to clients and front facing staff where necessary to ensure there is sufficient up to date knowledge in respect of any changes in regulation or policy and procedures
Technical & Behavioral Competencies
Technical Capabilities – Macro – VBA, MS Office
Organizational Skills - Ability to identify and set priorities, plan and effectively allocate appropriate resources.
Stress Management - Ability to work well under pressure or opposition, while maintaining effectiveness and self-control in the midst of any one or combination of stressors, including emotional strain, ambiguity, risk to self and fatigue.
Specific Qualifications (if required)
Skills Referential
Behavioural Skills: (Please select up to 4 skills)
Communication skills - oral & written
Attention to detail / rigor
Ability to deliver / Results driven
Client focused
Transversal Skills: (Please select up to 5 skills)
Ability to understand, explain and support change
Analytical Ability
Ability to develop and adapt a process
Ability to develop and leverage networks
Ability to anticipate business / strategic evolution
Education Level:
Bachelor Degree or equivalent
Experience Level
Atleast 2 years
Other/Specific Qualifications (if required)
Certification in Capital market
Certification in MS Excel (VBA)
Job Description
Job Title:
Associate Level I
Date:
Department:
BSO
Location:
Chennai
Business Line / Function:
Business Implementation & Account Opening Team
Reports to:
(Direct)
Assistant Manager
Grade:
(if applicable)
(Functional)
Number of Direct Reports:
NA
Directorship / Registration:
NA
Position Purpose
The business implementation and account opening team function is a critical component of the Securities Services business model, being first point of contact in regard to transitioning in new business for all clients who may include high net worth and Institutional investors, Corporate Trust and Fund Accounting clients.
Team will be in charge of opening, closing and maintaining accounts in accordance with SLA’s and BNP Risk Processes,
Responsibilities
Direct Responsibilities
Successful completion of account openings, modification & closure as per the client Account opening form
Providing the Market & tax form lodgments where required based on the market requirements
Facilitating client FX standing instruction set up and maintenance where required
Processing of transitions accurately and on time as required
Ensuring successful execution of the transition of assets restructures and successful integration of the client’s holdings.
Ensuring the client static are setup ( SWIFT, Internal sites, External Parties) and maintained as per the client needs
Addressing the client queries by liaising with various internal and external parties
Contributing Responsibilities
To demonstrate a client service ethic in all work produced and in all client interactions
Identifying or adapting implemented process change or projects and will apply all existing procedures including the completion of all checklists
To respond to all queries by other teams or clients as per SLA
Maintain communication to clients and front facing staff where necessary to ensure there is sufficient up to date knowledge in respect of any changes in regulation or policy and procedures
Technical & Behavioral Competencies
Technical Capabilities – Macro – VBA, MS Office
Organizational Skills - Ability to identify and set priorities, plan and effectively allocate appropriate resources.
Stress Management - Ability to work well under pressure or opposition, while maintaining effectiveness and self-control in the midst of any one or combination of stressors, including emotional strain, ambiguity, risk to self and fatigue.
Specific Qualifications (if required)
Skills Referential
Behavioural Skills: (Please select up to 4 skills)
Communication skills - oral & written
Attention to detail / rigor
Ability to deliver / Results driven
Client focused
Transversal Skills: (Please select up to 5 skills)
Ability to understand, explain and support change
Analytical Ability
Ability to develop and adapt a process
Ability to develop and leverage networks
Ability to anticipate business / strategic evolution
Education Level:
Bachelor Degree or equivalent
Experience Level
Atleast 2 years
Other/Specific Qualifications (if required)
Certification in Capital market
Certification in MS Excel (VBA)
Primary Location
: IN-TN-Chennai
Job Type
: Standard / Permanent
Job
: OPERATION PROCESSING
Education Level : Bachelor Degree or equivalent (>= 3 years)
Experience Level : At least 2 years
Schedule
: Full-time
💡 Quick Summary
Seeking a career-building opportunity? The Senior Associate position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
