Customer Service

HSBC; Gorakhpur District; On-site; INR 350,000 - 520,000; Full time

Job summary

HSBC in Gorakhpur, India, is seeking an experienced professional for the Global Asset Management team to handle investor services and reporting. The role emphasizes client communication, accuracy in transactions, and collaboration with service providers in a fast-paced environment.

The ideal candidate understands mutual funds, holds NISM VA certification, and has strong English communication along with a customer-service mindset.

Qualifications

• Understanding of mutual fund/security markets.
• NISM VA certification.
• Strong verbal and written communication; teamwork.
• Interest in a client-facing role with service focus.
• Postgraduate qualification or 2+ years in a client-facing role.
• Knowledge of local language is an advantage.

Responsibilities

• Ensure timely and error-free reporting of transactions at Investor Service Centre.
• Manage customer communication for timely resolution.
• Excel in distribution and investor services focusing on corporate customers.
• Interface with service providers and flag discrepancies promptly.
• Propose efficiency improvements to enhance customer delight.
• Comply with regulatory requirements relevant to the role.
• Aid knowledge management within the customer service team.
• Assist in recruitment, contingency planning, and leave management.
• Ensure adherence to process manuals and standard operating procedures.

Skills

Mutual fund markets

NISM VA certification

Communication skills

Client facing orientation

Query handling experience

Local language familiarity

Education

Postgraduate degree

NISM VA certification

Job description

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

Date: 18 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 an experienced professional to joinThe Global Asset Managementteam.

• 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 - External

• 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 post graduate / minimum 2 plus years of experience in a client-facing role involving Service, Query Handling
• Knowledge of local language will be an advantage.

The location for this role is Gorahkpur, India

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.

Eligibility Criteria

• 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