Customer Service

HSBC Holdings plc; Gorakhpur District; On-site; INR 450,000 - 650,000; Full time

Job summary

HSBC Global Asset Management India Private Limited is seeking an experienced professional to join the Global Asset Management team in Gorakhpur, India. The role focuses on investor services, reporting, and client communications within a fast-paced financial services environment.

You will work on timely reporting, handle queries, and ensure compliance with regulatory requirements while contributing to knowledge management and process improvements.

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

Responsibilities

• 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.

Skills

Mutual fund knowledge

NISM VA cleared

Communication skills

Education

Postgraduate

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