Assistant Manager Branch Operations

Job Description

As a member of the International Wealth and Premier Banking (IWPB) team at HSBC, you will play a crucial role in delivering borderless banking and world-class wealth management services to our customers. Your responsibilities will include:- Ensuring timely and error-free reporting of transactions received at the ISC- Acting as a point of escalation and tracking high aging cases for the assigned locations- Ensuring locations adhere to audit requirements and follow BAU processes consistently- Conducting regular meetings with Mutual Fund Distributors to promote self-service options and stay updated on the latest regulations- Proper utilization of CRM (SFDC) to capture activities, complaints, and queries- Handling institutional desk transactions and coordinating with corporate customers for best-in-class service- Managing customer communication effectively for timely issue resolution- Suggesting initiatives to enhance customer satisfaction- Collaborating closely with Mutual Fund Distributors and Sales team to maintain service standards- Monitoring service providers and promptly addressing any discrepancies- Maintaining proper record-keeping of documents and branch controls to ensure audit readiness- Contributing to assigned projects and completing them as per the project planQualifications required for this role:- A Graduate/Postgraduate with a minimum of 2 years of experience in the Finance Industry- NISM Series V-A Mutual Fund Distributors certification- Experience in customer interface and communication skills- Proficiency in MS Office applications- Strong command over the English languageAt HSBC, we are committed to creating a workplace where all employees are valued, respected, and their opinions are valued. We prioritize continuous professional development, offer flexible working arrangements, and provide opportunities for growth within an inclusive and diverse environment.Join HSBC and unlock new career opportunities with us.Personal data provided for employment applications will be handled in accordance with HSBCs Privacy Statement, available on our website.Issued by HSBC Global Asset Management (India) Private Ltd. As a member of the International Wealth and Premier Banking (IWPB) team at HSBC, you will play a crucial role in delivering borderless banking and world-class wealth management services to our customers. Your responsibilities will include:- Ensuring timely and error-free reporting of transactions received at the ISC- Acting as a point of escalation and tracking high aging cases for the assigned locations- Ensuring locations adhere to audit requirements and follow BAU processes consistently- Conducting regular meetings with Mutual Fund Distributors to promote self-service options and stay updated on the latest regulations- Proper utilization of CRM (SFDC) to capture activities, complaints, and queries- Handling institutional desk transactions and coordinating with corporate customers for best-in-class service- Managing customer communication effectively for timely issue resolution- Suggesting initiatives to enhance customer satisfaction- Collaborating closely with Mutual Fund Distributors and Sales team to maintain service standards- Monitoring service providers and promptly addressing any discrepancies- Maintaining proper record-keeping of documents and branch controls to ensure audit readiness- Contributing to assigned projects and completing them as per the project planQualifications required for this role:- A Graduate/Postgraduate with a minimum of 2 years of experience in the Finance Industry- NISM Series V-A Mutual Fund Distributors certification- Experience in customer interface and communication skills- Proficiency in MS Office applications- Strong command over the English languageAt HSBC, we are committed to creating a workplace where all employees are valued, respected, and their opinions are valued. We prioritize continuous professional development, offer flexible working arrangements, and provide opportunities for growth within an inclusive and diverse environment.Join HSBC and unlock new career opportunities with us.Personal data provided for employment applications will be handled in accordance with HSBCs Privacy Statement, available on our website.Issued by HSBC Global Asset Management (India) Private Ltd.

Keyskills :
MS OfficeCommunication skillsEnglish languageFinance Industry