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Job Descriptors
International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
Job Dimension
- This position has specific responsibility of managing and controlling activities which are handled from the Transfer Agent
- Also the responsibility includes monitoring the complete subscription receivables and redemption/ dividend pay-outs, co-ordinating and liasioning with various banks, monitoring the daily reconciliation, resolution of queries related to banking.
- Monitoring the ageing analysis / subscription unrealized / unclaimed red and div. Regular engagement with CAMS and the Banks and also with exchange/ depository to ensure efficiency in process and deliverable.
- Good Knowledge of banking process of Mutual fund and experts in reconciliation.
- Leadership Skills - Strong leadership and team management capabilities.
Strategic Thinking - Ability to develop and implement operational strategies that align the operation goals.
Job Context
The role holder will be responsible for the transfer agency operations. In addition, he/she will be responsible for the billing activity raised from our by vendors. The role requires thorough understanding of the guidelines and processes laid down by the regulatory body, and ability to address/handle sensitive issues related to customer grievances.
Major Challenges
The external environment is dynamic. All activities are to be managed within the framework of the existing Regulatory framework and guidelines / circulars issued by the Regulators from time to time. The role is also expected to function in line with the internal process manuals, AMG FIM and be in line with the goals of the organisation.
Qualifications/Requirements:
To Professional qualification - Management Graduate, Total work experience of atleast 7 yrs.
AMFI Advisory Module Certification
Team management skills
Leadership
Effective Communication
Time management
Innovation
Useful Link
Link to Careers Site: Click HERE
You’ll achieve more when you join HSBC.
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Issued by HSBC Global Asset Management (India) Private Ltd