Client Relationship Support

HSBC; Hyderabad; On-site; INR 700,000 - 1,100,000; Full time

Job summary

HSBC India seeks a capable Associate in Business Banking to support Relationship Managers in credit note preparation, facility documentation, and daily portfolio monitoring. You will coordinate with clients on stock statements, insurance, and security mortgage while analyzing balance sheets and preparing projections to address risk queries.

You will ensure timely approvals, renewals, and maintenance of the portfolio, with opportunities to cross-sell; CA qualification is preferred, and

Qualifications

• Strong B2B experience in the banking space.
• Good knowledge on balance sheet analysis.
• Minimum 3 years of work experience.
• CA qualification preferred.
• Familiarity with AI-enabled tools is an advantage.

Responsibilities

• Assist Business Banking RMs in credit note preparation and facility documentation.
• Monitor day-to-day accounts and coordinate with clients for stock statements.
• Coordinate with clients on insurance and security mortgage related matters.
• Understand balance sheets and prepare projections; respond to credit/risk queries.
• Ensure timely delivery of approvals and annual renewal of facilities.
• Manage an existing portfolio of clients and engage in cross-selling.

Skills

B2B banking experience

Balance sheet analysis

Team coordination

Education

CA qualification

Tools

AI-enabled tools

Job description

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

HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through Business Banking our global network offers comprehensive support and services to businesses in the SME market. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of Relationship Managers and Product Specialists provides a range of end-to-end solutions designed to help small and large businesses reach their potential.

Job Introduction

Through Business Banking our global network offers comprehensive support and services to businesses in the SME market. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of Associate Relationship Managers and Product Specialists provides a range of end-to-end solutions designed to help small and large businesses reach their potential. This also includes lending to these enterprises and maintaining a healthy portfolio with constant engagement with promoters of these entities

The jobholder is expected to assist Business Banking RMs in credit note preparation, support in facility documentation, day to day monitoring of the accounts and coordination with clients for stock statement submission, insurance, security mortgage related etc. The jobholder will understand balance sheet, do projections and revert to queries from credit / risk team on proposals. They are also responsible for timely deliver of approval conditions, prompt annual renewal and security mortgage. They need to manage existing set of portfolio clients and cross sell

Role Requirements / Education Qualifications / Certifications / Experience:

• Preferred candidates will have to poses strong B2B experience in the Banking space
• Good knowledge on balance sheet analysis
• Min work experience of 3 years
• Preferred candidates to have CA qualification
• 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.

Additional Information

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
• In line with HSBC Values, it is our endeavour to harness and promote a culture of transparency and openness. Regarding this particular opportunity, a suitable candidate who can fit this role is available and the role is being advertised on the IJA to encourage fresh applications across the bank. All the applications received will be evaluated on merit before the final decision is taken

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