Assistant Manager Overseas Indian Support

Some careers open more doors than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 Description

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

We are currently seeking an experienced professional to join the INM International Wealth and Premier Banking (IWPB) team.

Principal Responsibilities

• Facilitate the acquisition team enabling them to achieve targets- Assisting in acquiring processing of opening NTB accounts
• Pro-tip : Familiarity with AI-enabled tools is an advantage.
• Facilitate partner transactions.
• File and form checking for Account Opening
• Lead Management for OI RM, Assigning and tracking leads, ensuring proper closure in CRMS with apt narration
• MI Management- MI agreement tracker to be properly maintained
• Maintaining Daily Report, (YTD / MTD )
• Maintaining Daily Sales Call Data
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
• Extend support towards reduction in KYC errors, discrepancies
• Complaint Management- ensuring e-helpline update, closure of complaints before TAT
• Service Management-IWPs/DC pin/statements not received, request for personal detail change, request for bank details etc.
• AOF checking and maintaining, ensuring proper completeness of forms
• Compliance with Audit requirements- KYC & NON KYC error rates<3%
• Ensuring A/C packets resolution, A/C opening pending resolutions
• Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP.
• Assist the OI team in activities related to onboarding and ongoing tracking of referral partners within tight timelines as given by stakeholders and Senior Management
• Publishing analysis on quality of NTB sourcing and ensuring whatever data is needed for the same is available at any given point of time.
• The job will involve multi tasking between various set of activities at any given point of time and the candidate should be able to work under pressure with stringent timelines.

Qualifications - External

• Minimum Bachelor’s degree / Graduation or as required for the role, whichever is  higher.

You’ll achieve more at HSBC.

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 The Hongkong and Shanghai Banking Corporation Limited, India.