Assistant Manager - Client Operations

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Business Descriptor

Global Asset Management

Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight

HSBC Mutual Fund India manages Indian equity and debt assets from last 20 years with presence in more than 50 cities. We have clear and differentiated product offerings across asset classes. Our local team has ability to identify and position for global trends well supported by global perspective on long term asset prices.

Job Introduction

To support the Client Reporting and AML team in the daily activities.

To co-ordinate and communicate with internal stake holders to ensure timely completion of task assigned

Principal Responsibilities

To ensure daily reports pertaining to AML are checked and reconciliation is completed

Quality check on the alerts adjudicated for the new onboarded investors

Timely completion of any task assigned pertaining to publishing scheme related documents

Record keeping of all reports which are uploaded as per regulatory timelines

Ensure all bills are processed on a monthly basis

Co ordinate with stakeholders or vendors for any task assigned from time to time.

Education Qualifications / Certifications and Requirements

Graduate within the past two years.

NISM VA – Mutual Fund Distributors (Valid Certificate)

Experience in Customer interface

Trained in MS office

Communication skills and command over the English language

Note

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

Pro-tip

Familiarity with AI-enabled tools is an advantage.

Link to Careers Site

Click HERE

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Issued by HSBC Global Asset Management India Private Limited