Account Manager – Securities Services

HSBC; Bengaluru; On-site; INR 800,000 - 1,400,000; Full time

Job summary

HSBC in Bengaluru is seeking an Account Manager – Securities Services with 5+ years of experience in client management and securities operations. You will collaborate with product, service delivery and client management to ensure high levels of client satisfaction and reference-able client relationships.

The role encompasses managing issues across products and jurisdictions, driving service improvements, and delivering monthly MI reporting.

Qualifications

• Minimum of 5 years of Securities Services experience or related field.
• Strong client management, change management and business development skills.
• Excellent communication, presentation and stakeholder management capabilities.

Responsibilities

• Maintain high levels of client satisfaction and reference-able client base.
• Lead governance and ensure compliance with internal controls across jurisdictions.
• Produce monthly MIS reporting and support Know Your Customer renewals.

Skills

Client management

Communications

Presentation skills

Job description

Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations 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 realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Account Manager — Securities Services. In this role, you will:

• Client retention — work in tandem with product management, service delivery and client management to ensure high levels of client satisfaction and a reference-able client base. Create and maintain detailed client plans that effectively map the organizational structure and key contact points in the assigned clients. Coordinate daily checks on impacted Legal Entity Booking Instances (LEBIs) with onshore teams globally.
• Ensure proactive management of issues across all products and jurisdictions by directing the resources in each service component or jurisdiction. Capture, advocate and drive service improvement opportunities and priorities change management agendas across the business. Establish/adhere to an agreed governance framework and meeting schedules to deliver strong senior client engagement and maintain full compliance with internal controls
• Produce monthly Management information reporting and managed legacy exits and/or others via providing quarterly reporting to regional RCC. Assisting Customer due diligence team to identify any Securities Services relationship for Know your customer renewal.
• Establish contracting parties to new accounts opened in source systems and perform reconciliation to ensure terminated fund records are removed as reflected in the source systems to assure data quality.
• The role-holder will effectively support Client Executives and Sales Directors on new and cross-sales initiatives for strategic clients/prospects, as well as owning commercials and maximizing profitability and incremental growth opportunities with clients.
• Client Service Management, Client Executives, Operations, Digital & Data, Client & Sales Enablement, Product and Portfolio Delivery.
• The role holder will also provide support to the Client Selection and Exit management (CSEM) process across designated regions for Securities Services as well as maintaining a central Client Repository for Securities Services (CRSS) to establish a single client list as a by-product from Global Standards besides maintaining an existing database consisting of all accounts serviced by HSBC Securities Services.
• In summary, the role-holder will ensure we attain the highest levels of satisfaction, retention and reference-ability of the Securities Services AO&M client base. Additionally, the role-holder will be acting as the core relationship touch point across Securities Services products for a select number of clients.
• Many of the Securities Services teams, including client management, are virtual and spread over multiple geographical locations, making collaboration with client and internal stakeholders a crucial component of the success of the business.

To be successful you will:

• Minimum of 5 years’ experience of Securities Services, client management, business implementation/change, business development and/or senior operational leadership experience. Client facing with excellent communication and presentation skills, including an ability to lead and manage meetings.
• Track record in maintaining and retaining client relationships across securities services products with an ability to help execute departmental strategy. Understanding of core commercial and contractual drivers and business performance.
• Proven ability to adapt to the changing demands of the industry, clients and internal stakeholders. Proven capacity to operate across a complex organization collaboratively, whilst ensuring that the agreed client/HSBC agenda is effectively managed.
• Fully proficient in understanding the regulations that drive the securities services arena and in particular those that govern client management. Sound understanding of controls, risk management (product and market) and mitigation techniques.
• The role holder will ensure the HSBC values are present in everything we do, both individually and as an organization.
• This will be achieved by consistently displaying the behaviors of Client centricity – client focus in everything we do today, and tomorrow. Leadership & drive — mobilize, motivate and positively influence the business to drive change.
• Strong relationship understanding — tracking, managing and reporting satisfaction and reference-ability.
• Dependability and doing the right thing – delivering fair outcomes for our customers and ensuring own conduct maintains the orderly and transparent operation of financial markets.

You'll achieve more when you join HSBC. www.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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