Assistant Manager - Asset Management Client Platforms - Client Business Centre of Excellence

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HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions.

We are currently seeking an experienced professional to join our team in the role of Assistant Manager – Asset Management Client Platforms - Client Business Centre of Excellence

Purpose of the Role

Role is responsible to provide Global Business Support for various Client Platforms such as MS Dynamics CRM, Sales Analytics Portal (Tableau Dashboards) and primarily Seismic (Marketing Documents management system), StoneShot etc. Work towards creating scalable solutions for data quality governance and ensure timely and accurate completion of all Support Tasks for global Asset Management business. The person is also expected to manage relationships with global stakeholders i.e., Sales heads of the client business organization to provide excellent support that helps them and their teams focusing on Sales activities better. This specific role will have the primary responsibility to support Head of CRM in managing MS Dynamics CRM for our global HSBC Asset Management business. This role may require the individual to help manage other client platforms, as and when required.

In This Role, You Will Be

Train and support new and existing users on business processes and functionalities within MS Dynamics CRM, while remaining open to learning and supporting other Client Platforms to contribute to broader team deliverables and responsibilities. Support new releases by eliciting requirements, drafting user stories and participating in User Acceptance Testing (UAT) to ensure that new functionalities are relevant to the Client Business. Monitor the quality, accuracy and completeness of captured data; carry out Data Quality activities, re-train users where required, contribute to data-quality improvements and perform periodical or ad-hoc processes, including the re-alignment of Sales Data with other functions. Provide bespoke data analytics and Management Information (MI) to generate data-driven insights into business problems, support users in interpreting information from different tools, reports and dashboards, and process data-update requests that users cannot complete themselves. Provide functional support to users by answering queries on how to perform actions in the tools and by helping them understand and effectively use the available systems, reports and dashboards. Capture system defects raised by users, escalate them to the development team, monitor progress through to resolution and advise users when issues have been resolved. Capture feature requests, obtain approval from the Product Owner and other relevant senior stakeholders, raise approved requests with the development team and manage them through to completion. Enable automation of recurring tasks, produce on-demand bespoke MI, develop new processes to improve efficiency and identify opportunities to enhance the existing self-service framework; execute selected business-critical processes through consistent coordination with onshore counterparts and customer management teams across multiple countries, supporting HSBC Asset Management’s long heritage in financial markets, its Bangalore Global Service Centre Capability Centre of Excellence and the AM Client Business in servicing Institutional and Wholesale clients across all stages of the client lifecycle.

To Be Successful You Will Be

Proven knowledge of managing and supporting MS Dynamics CRM or another market-leading CRM system within a Global Asset Management firm, with excellent user-support skills to help users manage their CRM data effectively. Comfortable manipulating large data sets and updating information in the supported systems, with advanced MS Office skills; VBA Macro development and Power BI skills are preferred. Demonstrable understanding of the Asset Management business, particularly business processes across Sales, Client Management/Service and Marketing, with a focus on Institutional and Wholesale Business Client data. A proactive and positive attitude, with flexibility, the ability to multitask and the resilience to work under pressure while meeting time-sensitive deadlines. Excellent written, verbal and presentation skills, including advanced PowerPoint capability; strong interpersonal skills and the ability to succeed within a matrix-management structure while building and maintaining global team relationships. Overall experience of two years or above, preferably in the Asset Management industry in a Business/Client Support or Business Analysis role; freshers are also encouraged to apply. Candidates should hold a Postgraduate, MBA or IT degree and/or a qualification from a reputed institute. Able to perform tasks with minimal guidance, demonstrate a “can-do” attitude, guide the team confidently through uncharted territories, act as a team player and methodical problem solver, apply creative thinking to problem-solving, and work comfortably in a diverse and global organization.

You’ll achieve more at HSBC

Hsbc.Com/Careers

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”

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Issued By HSBC Electronic Data Processing (India) Private LTD***