Customer Service

HSBC Holdings; Varanasi; In loco; INR 300.000 - 540.000; Tempo pieno

Descrizione del lavoro

HSBC Holdings in Varanasi, India, invites applications for a client-facing role in Investor Services. The position emphasizes accurate reporting, effective customer communication, and excellence in distribution and investor services for corporate customers.

Ideal candidates will have knowledge of mutual funds, a valid NISM VA certification, strong communication skills, and willingness to work in a team-driven environment with service focus. Local language knowledge is a plus.

Competenze

• Good understanding of mutual fund and security markets.
• Excellent verbal and written communication, teamwork and interpersonal skills.
• Inclination to work in a client-facing role with service orientation.
• Ideal candidate has postgraduate qualification or 2+ years in client-facing service/query handling roles.
• Knowledge of local language is an advantage.

Mansioni

• Ensure timely and error-free reporting of transactions at the Investor Service Centre.
• Manage customer communications to achieve timely resolution.
• Excel in distribution and investor services focusing on corporate customers.
• Interface with service providers and highlight discrepancies promptly.
• Contribute to knowledge management and recruitment/leave planning; ensure compliance with policies.

Conoscenze

Mutual fund knowledge

Client facing

Verbal and written communication

Service orientation

Local language knowledge

Formazione

NISM VA certification

Descrizione del lavoro

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.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

Principal Responsibilities

• 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

• 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 Varanasi, 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.

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 HSBC Asset Management (India) Private Limited