Assistant Manager - Client Operations

HSBC Holdings plc; Mumbai; On-site; INR 420,000 - 720,000; Full time

Job summary

HSBC Global Asset Management India Private Limited is seeking a Graduate Analyst to support the Client Reporting and AML teams. You will coordinate with internal stakeholders, check daily AML reports, and ensure timely processing of scheme documents.

You will also perform record keeping, assist with billing, and liaise with vendors as needed. Strong MS Office and English communication skills required; NISM VA certification preferred.

Qualifications

• Graduated within the past two years and able to communicate effectively.
• Strong customer-facing skills and professional English.
• MS Office proficiency is required.

Responsibilities

• Support Client Reporting and AML teams in daily activities.
• Coordinate with internal stakeholders to ensure timely task completion.
• Check daily AML reports and perform reconciliations.
• Quality check alerts adjudicated for new onboarded investors.
• Publish scheme-related documents on time and maintain records.
• Ensure monthly bill processing and vendor coordination.

Skills

Customer interface

English communication

Education

Graduate

NISM VA certificate

Tools

MS Office

Job description

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

Date: 29 Sept 2026

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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.

Business Descriptor:

Global Asset Management

Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight

HSBC Mutual Fund India manages Indian equity and debt assets from last 20 years with presence in more than 50 cities. We have clear and differentiated product offerings across asset classes. Our local team has ability to identify and position for global trends well supported by global perspective on long term asset prices.

Job Introduction

• To support the Client Reporting and AML team in the daily activities.
• To co-ordinate and communicate with internal stake holders to ensure timely completion of task assigned
• To ensure daily reports pertaining to AML are checked and reconciliation is completed
• Quality check on the alerts adjudicated for the new onboarded investors
• Timely completion of any task assigned pertaining to publishing scheme related documents
• Record keeping of all reports which are uploaded as per regulatory timelines
• Ensure all bills are processed on a monthly basis
• Co ordinate with stakeholders or vendors for any task assigned from time to time.

Education Qualifications / Certifications and Requirements:

Graduate within the past two years.

NISM VA – Mutual Fund Distributors (Valid Certificate)

Experience in Customer interface

Trained in MS office

Communication skills and command over the English language

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 prioritise 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.

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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Issued by HSBC Global Asset ManagementIndia Private Limited