Job description
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Business Descriptor:
International Wealth and Premier Banking (IWPB) 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. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.
Principal Responsibilities
To ensure timely and error free reporting of transactions received at the Investor Service Centre.
Manage customer communication effectively in order to have timely resolution
Excel in distribution services & investor services with special focus on corporate customers
Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner
Explore and process efficiency suggestions and contribute to achieve customer delight
Comply with applicable regulatory requirements on qualifications required for the job profile
Contribute to the knowledge management initiative of the customer service team.
Contribution to recruitments / contingency / leave planning
Ensure compliance to the process manual and FIM
Excel in the monthly reporting process
Requirements
A good understanding of mutual fund/security markets
Good verbal and written communication, team and interpersonal skills
The inclination to work in a client facing role, with a bent of mind for ‘service’
Ideally a post graduate / minimum 2 plus years of experience in a client-facing role involving Service, Query Handling
Knowledge of local language will be an advantage
As per the RBI mandated Capacity Building Certification Requirement for Bank, this role requires the candidate to have the required certification / equivalent qualification before the selection for the above role. Refer to RBI Mandated Capacity Building Policy on HR Direct
Valid NISM certification.
Additional Information:
A minimum of 18 months in the current post
Last performance rating minimum of 3.
Eligibility Criteria
- AMIN employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
- Entity Employees (not from AMIN) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted.
The location for this role is Gorakhpur, India
Useful Link
Link to Careers Site: Click HERE
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Issued by HSBC Global Asset Management (India) Private Ltd
Recruiter name
Vineeth Ramankutty Nair
Recruiter email
vineeth.nair@hsbc.co.in