AM OI Operations

HSBC Holdings plc; Mumbai; On-site; INR 900,000 - 1,200,000; Full time

Job summary

HSBC Holdings plc in Mumbai seeks an Assistant Manager to support Wealth and Personal Banking for Overseas Indian clients. You will manage MI trackers, daily and sales reporting, and oversee account openings, KYC checks, and form completeness.

The role emphasizes stakeholder management, teamwork, and maintaining high service standards. The ideal candidate has 2–3 years in banking, strong Excel skills, and a proactive, collaborative approach to development and customer service.

Qualifications

• Experience in banking operations and data handling.
• Proactive in improving processes and accuracy.
• Strong communication and collaboration with sales and operations teams.
• Ability to manage a team and coordinate across functions.

Responsibilities

• Maintain MI management tracker and keep daily/sales reports updated.
• Ensure accurate account opening files and forms (KYC checks).
• Lead management for relationships and track leads.
• Support reduction of KYC errors and discrepancies.
• Handle complaints and ensure timely closure before TAT.
• Develop individual and team competencies; foster collaboration.

Skills

Excel skills

Interpersonal skills

Communication skills

Team management

Stakeholder management

Result oriented

AI familiarity

Education

Graduate / Postgraduate

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Date: 28 Sept 2026

Job Description – Assistant Manager (AM)

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join the Wealth and Personal Banking-Overseas Indian team.

We are currently seeking an experienced professional to join the International Corridor team.

Job Introduction

IWPB is executing a multiyear growth strategy, pivoted on positioning as a global bank, committed to the long-term India growth story, and bringing to India, its full scale of global capabilities.

The NRI business seeks to enhance the Group’s share of wallet from the Non-Resident Indian (NRI) community.

The key focus of this role is to enhance customer experience ensuring International Service standards are high, and by joining up with overseas entities in key markets to make HSBC more relevant to the NRI community.

The key focus of this role is to play a crucial role in achieving the growth strategy especially given that operations and service culture are the main service differentiators in the industry.

The primary responsibilities of the AM will include but are not limited to the following

• MI Management- MI agreement tracker to be properly maintained
• Maintaining Daily Report, Sales reports
• Ensure own conduct maintains the orderly and transparent operation of financial markets
• Lead Management for OI RM, Assigning and tracking leads
• File and form checking for Account Opening
• AOF checking and maintaining, ensuring proper completeness of forms
• Extend support towards reduction in KYC errors, discrepancies
• Complaint Management- ensuring e-helpline update, closure of complaints before TAT
• Develop individual competence
• Develop a collaborative environment with all members of sales team
• Stakeholder management is a key to the role requirement.
• Monitor and implement best practices
• To be open, connected, and dependable and act with courageous integrity always. Full compliance with internal policies, procedures, and compliance requirements

Education Qualifications / Certifications and Requirements:

Education Qualifications

Graduate / Postgraduate with a minimum of 2-3 years of experience in Banking Industry.

Other Requirements

The applicant should:

• Excellent excel skills and operation knowledge in banking (1year)
• Deliver at PACE and have a hands-on approach
• Be result oriented and dynamic
• have brilliant Interpersonal and communication skills
• Basic Banking Industry knowledge
• Have Team management experience

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

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.

You’ll achieve more at HSBC.

HSBC is 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.

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