Client Support Executive (Apprentice-12 Months)

HSBC Holdings plc; Ahmedabad District; On-site; INR 167,000 - 201,000; Full time

Job summary

HSBC Holdings plc in India is seeking an apprentice to manage end-to-end trade transactions for premium and standard clients. You will coordinate with MO, Sales and Product teams, ensure timely document handling, and resolve customer queries with high-quality service.

The role involves onboarding documentation, regular client interaction, and following compliance standards under the Apprentices Act. 1-year apprenticeship with potential for growth.

Qualifications

• Graduate or post-graduate education with strong communication skills.
• A high level of coordination is required to interact with clients and internal teams.

Responsibilities

• Holds overall ownership of trade transactions of Premium/Standard Trade Clients and ensures an end to end completion of transaction processing.
• Ensure transaction does not break down for want of any document and internal approval.
• Arrange necessary internal approvals and tracking deferrals to facilitate straight through processing and minimize the breaking down of transactions
• Address customer complaints and ensuring their effective resolution with high-quality customer service and appropriate flexibility, balancing the client relationship and business costs.
• Monitor E-helpline and raise / resolve customer queries, assigning them to relevant teams and ensuring complete resolution upto satisfaction.

Skills

Communication

Education

Graduate

Post-Graduate

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.

Principal Responsibilities

• Holds overall ownership of trade transactions of Premium/Standard Trade Clients and ensures an end to end completion of transaction processing.
• Ensure transaction does not break down for want of any document and internal approval.
• Arrange necessary internal approvals and tracking deferrals to facilitate the straight through processing and minimize the breaking down of transactions
• Address customer complaints and ensuring their effective resolution with high-quality customer service and appropriate flexibility, balancing the client relationship and business costs.
• Monitor E-helpline and raise / resolve customer queries, assigning them to relevant teams and ensuring complete resolution upto satisfaction.
• Facilitate preparation of forms/documentation for customers for client on-boarding.
• Answer incoming customer calls/emails for general and transaction-specific trade enquiries.
• Conduct proactive call backs to customer for payment instructions, confirming exchange rate, informing customer regarding insufficient funds, dispatch details and advice discrepancies etc.
• Follow up with clients, group offices, MO, Sales and various authorities. E.g. Follow up of PO / Export advance payments / Overdue finance bills (INR/FCY), BEF, XOS, FIRC, EDPMS & IDPMS Reconciliation, Unaccepted import collection bills, disposal instructions for export proceeds, for payment follow ups with overseas group offices etc.
• Co-coordinate and liaison with MO, Sales and Product teams for various transaction related day to day activities and ensures the maximum output.
• Contribute in process / guidelines roll-out by way of Team Meetings to ensure effective understanding of the process and guidelines
• Acquire knowledge and enhance business understanding, thereby support the development of a cohesive team and building an internal knowledge database
• Act as trusted transaction advisor for clients, building and strengthening close relationships with these clients. When appropriate, accompanies Client Managers on customer visits.
• Arrange regularly meeting with clients every quarter and understanding their trade requirements.
• Monitoring Exports and local dispatches and ensuring documents are dispatched on time.
• Timely reporting of discrepancies and expedite resolution for the same.
• Managing the trade relationships of select clients.
• Promote Digital penetration
• Maintain HSBC internal control standards, implement and observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring.

Role Requirements / Education Qualifications / Certifications / Experience

• Graduate, Post-Graduate,
• A high level of communication/coordination skill is also required as the jobholder must interact with both clients and internal departments (i.e. Client Management)

Additional Notes :

Familiarity with AI-enabled tools is 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 Bank 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 Bank at the time of joining.

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