AM Regional Support, HSBC

HSBC

Location:
India, New Delhi

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The role requires supporting CEP/Premier/Mortgages sales teams, resolving queries and complaints, maintaining various operation trackers, and ensuring adherence to compliance and regulatory policies. It also involves back-end support for documentation and processing across banking products.

Job Responsibility:

Facilitate the acquisition team enabling them to achieve targets
Assisting in acquiring, processing & opening of New-To-Bank Accounts (Both Premier & Advance), Cards, Personal Loans & Home Loans
Home Loans & Credit Cards file processing
File and form checking for Account Opening
Lead Management for Corporate Employee Programme (CEP) CSO, Mortgage DSF, Premier Client Management(PCM) - assigning and tracking leads, ensuring proper closure in CRMS with apt narration
MI Management - MI agreement tracker to be properly maintained
Maintaining Daily Report, Sales reports, Sales Call Data & Recruitment Tracker
Maintaining data for TPMI Agreements
Ensure a consistently high level of product and service delivery for relevant customer/sales touch points
Develop and maintain good customer relations and ensure effective service delivery (including Complaint Management)
Extend support towards reduction in KYC errors, discrepancies
Monitoring requests for Salary processing done through payments, processing of other ad hoc payments like bonus, incentives etc.
AOF checking and maintaining, ensuring proper completeness of forms
Develop a collaborative environment with all members of sales team
Be a role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes Treating Customer Fairly (TCF) principles in all spheres of RBWM Business
Ensuring adherence to all audit and sales compliance requirements
Comply with the applicable laws, regulations, Group and local policy related to Sanctions and AML policy of HSBC while undertaking various day to day operations
Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP
Be aware and identify high risk indicators for various products and Services offered by INM RBWM
Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC as per the process laid down
Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC
Provide dedicated back-end support to Branch Advance RMs in the login, approval and disbursal of their applications at both documentation and processing stages
Timely resolution of queries & discrepancies raised by CRU & RCS
Daily co-ordination with internal stakeholders such as EAM (RCS), underwriting, LGA & CRU for pre & post approval activities
Increased activation of branch Advance RMs on Assets products logins & disbursals
Ensure that discrepancy rates of pre & post approval applications are within acceptable benchmarks
Ensure nil fraudulent applications

Requirements:

Bachelor's degree or equivalent experience
Experience (preferable) in frontline customer services/relationship management
Strong communication, client focus and influencing skills
Sound knowledge on the Banking sector in general
Able to communicate well in English and local languages

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
August 18, 2025

Expiration:
September 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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AM Regional Support

HSBC

Location:India, New Delhi

Category:Banking

Contract Type:Employment contract