Assistant Manager Client Operations - Apprentice (12 Months)

HSBC Holdings plc; Bhavnagar; On-site; INR 167,000 - 246,000; Full time

Job summary

HSBC Holdings plc in Bhavnagar invites a fresher to join HSBC Asset Management India Pvt Ltd for a one-year Apprenticeship. You will support investor services and reporting.

The role focuses on timely transaction reporting, client communication, distribution and investor services, and working with service providers while ensuring compliance. On completion, a Certificate of Proficiency will be issued by the Government of India; NATS portal apprentice listing applies.

Qualifications

• Strong understanding of mutual fund markets.
• NISM VA certification is required.
• Excellent verbal and written communication, teamwork and interpersonal skills.
• Willingness to work in a client-facing role.
• Graduation is preferred.

Responsibilities

• Ensure timely and error-free reporting of transactions at Investor Service Centre.
• Manage customer communication to achieve timely resolutions.
• Excel in distribution and investor services with focus on corporate customers.
• Interface with service providers and highlight discrepancies promptly.
• Contribute to knowledge management within the customer service team.
• Support recruitment/contingency/leave planning and comply with process manuals.

Skills

Communication skills

Teamwork

Client facing

Written English

Education

Graduate/Postgraduate

NISM VA Certification

Job description

Location:

Bhavnagar, GJ, IN, 364002

Brand: HSBC

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

Date: 30 Sept 2026

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.

Business Descriptor:

We are currently seeking a fresher to joinHSBC Asset ManagementIndia Pvt Ltd team.

• 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

Qualifications

• 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 graduate /post graduate
• Knowledge of local language will be an advantage.

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.

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.

Personal data held by HSBC relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Global Asset ManagementIndia Private Limited