Manager - Client Operations, HSBC

HSBC

Location:
India, Ahmedabad

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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

Requirements:

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

Additional Information:

Job Posted:
June 12, 2025

Expiration:
June 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Manager - Client Operations

HSBC

Location:India, Ahmedabad

Category:Finance

Contract Type:Not provided