Manager Branch operations

HSBC; Maharashtra; On-site; INR 420,000 - 720,000; Full time

Benefits offered by this job

AI-enabled tools familiarity

Job summary

HSBC Global Asset Management India Private Limited in Maharashtra seeks an experienced professional for the Global Asset Management team. You will ensure timely, error-free reporting of transactions and manage client communications to resolve queries, with a focus on corporate customers.

Role requires knowledge of mutual fund markets, strong written and verbal communication, and a service-oriented mindset. RBI capacity building certification and local language skills are desirable; familiarity

Qualifications

• A good understanding of mutual fund/security markets.
• 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’

Responsibilities

• Ensure timely and error-free reporting of transactions.
• Manage customer communication for timely resolution.
• Excel in distribution and investor services with focus on corporate customers.
• Interface with service providers and highlight discrepancies promptly.
• Explore efficiency improvements to achieve customer delight.
• Comply with RBI mandated Capacity Building Certification requirements.
• Contribute to knowledge management within the customer service team.
• Support recruitment / contingency / leave planning.
• Ensure compliance with the process manual and FIM.
• Excel in the monthly reporting process.
• Maintain regulatory and internal controls.

Skills

Mutual funds knowledge

Verbal & written communication

Client-facing/service mindset

Education

Postgraduate preferred

RBI Capacity Building Certification

Job description

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

Date: 1 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:

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.

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 delightli>
• 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
• 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
• As per the RBI mandated Capacity Building Certification Requirement for Bank, this role requires the candidate to have the required certification / equivalent qualification before the selection for the above role. Refer to RBI Mandated Capacity Building Policy on HR Direct

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.

• 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