Customer Service
HSBC · Gorakhpur
- Experience2–3 yrs
- SalaryNot disclosed
- Work modeonsite
- Levelmid
- Posted21 Sept 2026
About HSBC
HSBC is hiring in Gorakhpur in financial services. This role looks for around 2+ years of experience.
Skills
- mutual funds
- securities markets
- NISM VA
- regulatory compliance
- Microsoft Excel
The role
A customer service representative at a financial services company processes mutual fund transactions, handles client queries, and applies securities markets knowledge and NISM VA certification to support corporate investors. The role also uses Microsoft Excel and regulatory compliance to maintain accurate service operations.
Full job description
HSBC is hiring for the role of Customer Service!
Responsibilities of the Candidate:
To ensure timely and error free reporting of transactions received at the Investor Service Centre.
Manage customer communication effectively in order to have timely resolution
Excel in distribution services & investor services with special focus on corporate customers
Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner
Explore and process efficiency suggestions and contribute to achieve customer delight
Comply with applicable regulatory requirements on qualifications required for the job profile
Contribute to the knowledge management initiative of the customer service team.
Contribution to recruitments / contingency / leave planning
Ensure compliance to the process manual and FIM
Excel in the monthly reporting process
Requirements:
A good understanding of mutual fund/security markets
NISM VA cleared with valid certification
Good verbal and written communication, team and interpersonal skills
The inclination to work in a client facing role, with a bent of mind for ‘service’
Ideally a post graduate / minimum 2 plus years of experience in a client-facing role involving Service, Query Handling
Knowledge of local language will be an advantage.