Squircle IT Consulting Services Pvt Ltd Logo

Squircle IT Consulting Services Pvt Ltd

Client Services

Reposted 12 Days Ago
Be an Early Applicant
In-Office
Mumbai, Maharashtra, IND
Junior
In-Office
Mumbai, Maharashtra, IND
Junior
Provide post-trade client support for fixed income, equity derivatives, FX, commodities and related products. Prepare event notifications, audit confirmations, factsheets, valuation checks, and Bloomberg page creation. Produce MIS/KPI reports, participate in projects, ensure data accuracy and quality control, and liaise with regional client services and internal stakeholders.
The summary above was generated by AI
Company Description

Squircle IT Consulting Services is a leading IT solutions and services company established with a specific mission of providing comprehensive, top of the line solutions around ERP and BI. Since its inception in November, 2007, SQUIRCLE has emerged as a key player in ERP and BI space. SQUIRCLE brings together the best Technology and Domain expertise in PeopleSoft to offer a full spectrum of services ranging from Implementation, Business Consulting to Support.

Job Description

SKILL:: Client Services ( PFA JD & Source accordingly)
Location::Mumbai
EXP::2+Years
Pay Rate::5LPA

MAIN OBJECTIVES & PURPOSE:

The objective of Client Services is to provide our clients with a top of the range service and ensure a dedicated follow-up of their products. This team is the center point of contact for all clients regarding all Post Trade activities. Mumbai Client Services team deals with a range of products like Fixed Income and Equity Derivatives products, Forex (Currency) products, Commodities, Collateral, Repo, etc.
Mumbai Client Services does not interact directly with clients but supports client services teams in other platforms globally.
KEY ACTIVITIES

Event Notifications:
- Several events may occur during the life of a structured product. Mumbai Client Services is in charge of the communication and explanation of such events to clients.
- Preparation of customized event notifications for GECD & FI Products
- Ensure accurate information delivered to client.
- Ensure the quality control is implemented
Audit Confirmation :
- Audit Confirmation is done for capital market and corporate banking clients
- Mumbai Client Services is responsible for capturing the audit requests and preparing Audit Reports demanded by parties like Auditors, Institutional clients, Internal Clients, etc.
- Outstanding positions of BNP Paribas clients are produced for their auditors using Business Objects and other available tools.
- Ensure accurate information delivered to client/ auditor
- Ensure the quality control is implemented
Fact-sheets:
- The Client Services Team produces weekly / monthly factsheets for various products which compares the performance of the product to that of Market Performance
- Ensure accurate information delivered to client.
- Ensure the quality control is implemented
Valuation Checks:
- The Regional Clients Services publishes valuations for each deal on various media (Bloomberg, Reuters, etc) and in various formats specified by the trading desk.
- The scope of Mumbai Client Services is to check the various Media i.e. Pages on Reuters, Bloomberg, MyBook, Telekur has to be checked and any discrepancy in data/ old data/ wrong data had to be reported to the regional client services team
- Daily reconciliation file has to be sent to critical clients
Bloomberg Page Creation:
- Mumbai Client Services is responsible to publish new products on Bloomberg using macro enabled excel.
- Ensure accurate information is published to client
- Ensure the quality control is implemented
PROJECTS, MIS AND AD-HOC REQUESTS:
- Participate in client services related projects across the regions (lean, efficiency projects, etc)
- Preparing MIS / KPI reports for the team and the Management.

JOB SPECIFICATIONS
EXPECTED SKILLS
COMPETENCIES REQUIRED

Essential Interpersonal Skills
- Excellent communication and facilitation skills with counterparties and internal stakeholders (middle offices, marketers, traders, credit and legal)
- Time Management and Team Player – ability to adapt to the varying demands of the team.
- Knowledge of derivative products –(Credit, Equity, Interest Rate, FX , Equity , Commodity)
- Proactive, self-disciplined, self-motivated with ability to work effectively under pressure
Language
- Good command of both written and spoken English is a must
Other Value-Added Skills
- Advanced skills in MS-Office including Excel, Word, PowerPoint, and Access
- Knowledge of VBA programming preferred
- Familiarity with Bloomberg & Reuters terminal (Preferred)

Qualifications

QUALIFICATIONS AND EXPERIENCE

(1) University graduate or equivalent
(2) 2+ years’ experience in project management and/or reporting
(3) Experience in related tasks in an international banking environment is preferable

Additional Information

Hi,

We have multiple openings for different location, for different clients. If you are interesting in  plz find the attached details. 

Closing Block

Full Name (As per PAN CARD): 

Self Mobile number: 

Alternate Number: 

Email Address: 

Total Experience: 

Relevant Experience: 

Highest Qualification (Degree): n

Current Employer name (Payroll): 

Current Designation: 

Current CTC (Annual) 

Expected CTC (Annual) 

Official Notice Period (As per Offer Letter): 

Can join in (Days): 

Any Interviews / Offers in Pipeline: 

Current Location: 

Work / Requirement Location: 

Date of Birth: 

PAN card Number: 

Interview Timings: 

Similar Jobs

Senior level
Financial Services
Own end-to-end product outcomes for a major institutional client conversion to JP Morgan Securities Services. Serve as primary product contact, translate instruction capture/data exchange requirements into prioritized scope, lead client forums, align cross-functional stakeholders, author business requirements, improve STP and controls, and incorporate data/AI capabilities into the ICCD roadmap across asset classes.
Top Skills: AgileAi/MlAnalyticsCsvData PlatformsExcelFixIntelligent AutomationJIRAPowerPointRules-Based SystemsSdlcVisioWaterfallXML
6 Days Ago
Hybrid
Mumbai, Maharashtra, IND
Mid level
Mid level
Financial Services
Manage end-to-end client lifecycle for UK intermediaries investing in various fund ranges. Act as primary client contact for onboarding, servicing, and account closure. Coordinate with Operations, Product, Legal, Compliance, and Risk to resolve issues, maintain data accuracy and controls, respond to trade queries, document procedures, and drive process improvements to ensure excellent client service.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSwift
Yesterday
Hybrid
Senior level
Senior level
Fintech • Financial Services
Supports institutional and high-net-worth clients throughout the account lifecycle. Responsibilities include client communications, onboarding documentation, quarterly report generation, quality control, due diligence questionnaires, database maintenance, business metrics compilation, and resolution of complex client inquiries. The role collaborates with distribution, relationship management, and enterprise business partners to deliver a strong client experience and escalate complex issues.
Top Skills: Client Relationship Management SystemDatabases

What you need to know about the Mumbai Tech Scene

From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account