HSBC Group

Business: HSBC AM / Wholesale Sales & Support
Open positions:1
Role Title: VP- Wholesale Business Client support - Client Business COE GSC's
Global Career Band: 5
Location (Country / City ): India/Bangalore
Recruiter Name : Sowmya

The Opportunity:

• This role forms an integral part of the overall sales support coverage model for the Wholesale client channel.  Based in Bangalore the role will encompass responsibility of coordination and ownership of Sales & Service support processes for the Wholesale distribution channel within Asset Management. This role will require in-depth knowledge of AM (Asset Management) solutions and the ability to assess product positioning to meet Client needs.

What you’ll do:

• Coordination and ownership of Sales & Service support processes for the Wholesale distribution channel within Asset Management
• The role holder will be responsible to oversee the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team
• The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes
• The role holder will be responsible for overseeing the setup of Transfer Agent (TA) account and all the fund queries
• Assist the onshore team in completion legal arrangements i.e. Distribution Agreements / Rebates
• Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones
• Contribute to the efficiency of the Client Service team
• Contribute proactively to the overall sales process, growth strategy and client contact strategy
• Build strong relationships with Front office, Product and Marketing teams

Leadership & Teamwork  

• HSBC Asset management (AM) group has a strong heritage and has been in financial markets for 150+ years. The global service center (GSC) in Mexico has served as a Capability Center of Excellence for various businesses of HSBC, including the asset management group, and currently enjoys the distinction of being the only service center for the AM business. AM Client Business plays a very important role in servicing our growing business across Institutional and Wholesale clients, striving towards achieving client centricity across all
• stages of a client life cycle

What you will need to succeed in the role:

• Analytical & Critical reasoning Skills - proven interpretation and pre-emptive evaluation of information
• Attention to detail and ability to ensure that information is captured in a timely manner. 
• Ability to distil complex and varied data into information; good process analysis and problem-solving skills.
• Excellent written, verbal & presentation (including advanced PowerPoint) communication skills. 
• Stakeholder management is a critical attribute, the ability to work as a team player is must.
• Proactive, positive attitude and ability to multi-task and work under pressure to meet time-sensitive deadlines.
• Self-monitored, define metrics to measure and track efficiency.
• Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships. 
• Decision making, not losing sight of overall growth strategy.
• People Management, lead people with examples
• Overall experience of 10 years or above preferably in the Asset Management and Capital Markets industry
• Knowledge of financial markets, macro-economic environment, theory, trends, tools and strategies
• Experience in Client Relationship Management, client reporting, sales & service support operations
• Experience in supporting Sales team and handling CRM tools in maintaining client relationship data.
• Experience in handling client service requests – regular and ad-hoc (Reports, Materials, etc.)
• Advanced level of MS Office, Technical knowledge about various products and strategies – Fixed Income, Equities, Multi Asset and Alternatives
• Experience or ability to adopt remote working model. 
• Proven ability to prioritize workload effectively in line with business priorities.

Link to Candidate User Guide: 
https://hsbchrdirect.service-now.com/nav_to.do?uri=%2Fhrsp%3Fid%3Dkb_article_preview%26sys_id%3D0c6b11641b6a9810cec0553a2d4bcb2a
(Or)
Go to the below link and type “IND GSC : IJP Applicant User Guide” in search bar. https://hsbchrdirect.service-now.com/hrsp?id=hrdirect_employee_dashboard
 

You’ll achieve more at HSBC 
HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.” 
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. 
 

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