Assistant Manager Branch Operations

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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.

We are currently seeking an experienced professional to join The Global Asset Management team.

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

Qualifications - External

A good understanding of mutual fund/security markets

NISM VA cleared with valid certification

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.

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

You’ll achieve more at HSBC.

HSBC is 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.

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Issued by HSBC Global Asset Management India Private Limited