Manager Branch operations Full Time

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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 fulfils 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.

We are a global asset manager with a strong heritage of successfully connecting our clients to global investment opportunities. HSBC Mutual Fund India manages Indian equity and debt assets from last 20 years. 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.

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

• 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

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 Mumbai, India

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India