About this role
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Business Descriptor:
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 ISC.
· Act as a point of Escalation and keep a track of high aging cases for the locations mapped and ensure responses are sent in line with complaints Policy.
· To ensure the locations mapped are uniformly following BAU & are strictly adhering to audit requirements.
· To have regular meetings with MFD’s to create awareness of self-service options & latest regulations.
· To use the CRM(SFDC) appropriately & ensure team uses it to capture all activities, complaints, queries & monitor ageing & tagging accordingly.
· To Handle Institutional desk, if applicable & ensure institutional transactions are handled as per the set process. Ensure daily coordination with corporate customers and provide best in class services.
· Manage customer communication effectively to ensure timely resolution.
· Explore and suggest initiatives that contribute to achieve customer delight.
· Interact closely with Mutual Fund Distributors and Sales team to ensure that there is no lapse in service.
· Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner.
· Enhance Customer Service experience through increased sensitivity in managing customer/ distributor interfaces.
· Ensure appropriate record keeping of documents and all branch Controls are maintained in a manner that no adverse comment is marked in Audits.
· Contribute to projects assigned and complete the same as per the Project plan.
· A Graduate/ postgraduate with minimum of 2 yrs. of experience in Finance Industry
· NISM Series V-A mutual fund Distributors certification
· Experience in Customer interface
· Trained in MS office
· Communication skills and command over the English language
The location for this role is Ahemdabad
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.
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.
Issued by HSBC Global Asset Management (India) Private Ltd
Other facts
About HSBC
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
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What you'll do
- The Manager, Client Operations will ensure timely and error-free reporting of transactions and act as a point of escalation for high aging cases. They will manage customer communication effectively and enhance customer service experience.
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