Assistant Manager-OI business

HSBC Holdings plc; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

HSBC Holdings plc in India is seeking an experienced professional to join the Wealth and Personal Banking-Overseas Indian team. The role focuses on sourcing OI NTBs, ensuring KYC/AML compliance, executing marketing events, and collaborating with branch and CEP teams to drive business growth.

Strong reporting, customer focus, and adherence to regulatory standards are essential for success in this role.

Qualifications

• Bachelor’s degree or higher, as required for the role.
• Familiarity with KYC/AML norms and compliance.
• Experience in executing marketing events to generate business.

Responsibilities

• Source OI NTBs from new and existing corporate base and meet CSP targets.
• Ensure KYC/AML norms are complied with at all times.
• Execute marketing events and promotions with INM MKT.
• Collaborate with Branch Banking, Commercial Banking, and CEP teams to generate opportunities.
• Maintain call reports and MIS as required.
• Respond to GCEPs complaints in a timely manner and to customer satisfaction.
• Deliver fair outcomes for customers and uphold conduct standards.

Skills

KYC/AML compliance

Marketing event execution

MIS reporting

Team collaboration

Education

Bachelor’s degree

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Date: 21 Oct 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.

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.

• To source OI NTBs from the new & existing corporate base and deliver on meeting OI NTB targets as per the CSP
• To ensure the KYC/AML norms of the bank are complied with at all times.
• To execute marketing events and promotions to generate business in their catchments, in conjunction with support departments such as INM MKT.
• To work collaboratively with Branch Banking/Commercial Banking & CEP Teams to generate opportunities for business generation
• To maintain call reports and MIS as required.
• To respond to GCEPs complaints in a timely manner and to customer satisfaction
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Qualifications

• Minimum Bachelor’s degree / Graduation or as required for the role, whichever is higher

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.

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

Issued by The Hongkong and Shanghai Banking Corporation Limited, India