Assistant Manager - Client Operations (Apprentice - 12 Months)

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Business Descriptor

We are currently seeking an experienced professional to join The Global Asset Management team. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is f+D9urther enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.

Principal Responsibilities

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 contingency / leave planning Ensure compliance to the process manual and FIM Excel in the monthly reporting process

Qualifications - External

A good understanding of mutual fund/security markets 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 graduate /postgraduate Knowledge of local language will be an advantage

The location for this role is Mumbai, India

Additional Information

The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time.All Apprentices engaged by the Company will also be featured in NATS portal as an ‘Apprentice’.By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing.On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease.All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Company at the time of joining.

Note

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

Pro-tip : Familiarity with AI-enabled tools is an advantage.

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Issued by HSBC Global Asset Management India Private Limited