HSBC Job Openings – Assistant Manager

Job Description:

Job Responsibilities:

• Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity
• Ensure use of RMP for activity management and referring leads to PRMs
• Achieve the operational standards for the business and work within agreed procedures and guidelines – displaying high levels of integrity at all times
• Provide high quality support to PRMs
• Minimum concurrent audit comments and NIL reminders
• The role provides dedicated support to a team of Premier Relationship Managers (PRM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day to day contact with their clients in the delivery of the proposition objectives
• Zero discrepancies on documentation for new Liability & Wealth accounts.
• Support the client in navigating the channel of their choice (to interact with HSBC) effectively and efficiently
• Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
• The HSBC Premier offering is one of the world’s first globally linked banking offerings. And of strategic importance for HSBC, the role requires you to be part of premier relationship team across branches
• Ensure 100% accuracy on all KYC and Non KYC documentation and processing of customer instructions
• Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up
• Maintains a basic understanding and technical knowledge of relevant products and services
• Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimise referrals to the PRM for routine transactions.
• Manager the Premier desk (including required contact activity) in the absence of PRM.
• Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools
• Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards, regulatory requirements, Group
• Compliance Policy and Internal Controls.
• Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling
• Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact
• Ensuring the highest standards of customer service in terms of timeliness and customer experience.
• Maintain awareness of operational risk and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting in accordance with section B.1.2 of the Group Operations FIM.
• Ensure the client consistently receives a professional premium service which exceeds their expectations at all times
• Ensure all entries captured on WMS are error free and that the entries are reconciled everyday.
• Sensitively redirect clients to the most effective and efficient channel
• In order to deliver client centric service the role also requires you to be a point of contact for clients as and when required and provide customer with a memorable service experience by having a problem solving attitude
• Maintain high standards of control and operational practices in line with HSBC’s expectations
• Build extensive knowledge of HSBC systems and procedures in order to handle client needs
• Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
• Ensure NIL frauds for any cases sourced /handled by the branch.
• Proactively help HSBC identify opportunity to improve process efficiencies
• Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients.

Job Requirements:

• Holistic understanding of the Branch Operations and Processes of the bank
• Minimum Bachelor’s degree / Graduation with 2 years of experience
• Sound understanding of the company’s customer service requirements

Job Details:

Company: HSBC

Vacancy Type:  Full Time

Job Location: Mumbai, Maharashtra, IN

Application Deadline: N/A

Apply Here

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