Customer Service

HSBC Holdings plc; Varanasi; On-site; INR 350,000 - 600,000; Full time

Job summary

HSBC Asset Management (India) Private Limited in Varanasi, India, seeks a client-facing professional to support asset and wealth management operations, ensuring timely reporting of transactions and effective communication for timely resolutions.

The role requires knowledge of mutual funds, NISM VA certification, strong written and verbal communication, and 2+ years in a client-facing service role; postgraduate qualification is preferred, with local language skills a plus.

Qualifications

• Knowledge of mutual fund/security markets.
• NISM VA certification.
• Strong verbal and written communication.
• Client-facing role with a service mindset.
• Postgraduate degree or 2+ years in client-facing service roles.

Responsibilities

• Ensure timely and error-free reporting of transactions.
• Manage customer communication for timely resolution.
• Excel in distribution and investor services for corporate customers.
• Interface with service providers and highlight discrepancies promptly.
• Suggest process improvements to enhance customer delight.
• Ensure compliance with process manuals and regulatory requirements (FIM).
• Contribute to knowledge management in the customer service team.
• Support recruitment/contingency/leave planning.
• Excel in the monthly reporting process.

Skills

Verbal communication

Written communication

Teamwork

Interpersonal skills

Client-facing

Service mindset

Education

Postgraduate degree

NISM VA certified

Job description

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

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.

• 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