Assistant Manager Regional Support, MSF

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Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments.  The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction. 

Role Context

The role of the Regional MSF support is important from the perspective of the necessary support required by sales teams to drive business. The support is primarily from a monitoring / tracking point of view where the sales teams are constantly updated of the latest positions in their business and accordingly interventions can be taken. This role therefore highly demands skills of co-ordination and people management.

Role Purpose

• Provide support to MSF Sales teams in tracking portfolio, lead management & BAU activities
• Support on resolving queries /complaints and liaise with the central teams to ensure resolution

Principal Responsibilities

• Facilitate the acquisition team enabling them to achieve targets- Assisting in acquiring processing of opening NTB (Premier, Advance ), Cards & PIL
• Credit Card processing
• File and form checking for Account Opening
• Lead Management for CEP CSO, PCM- Assigning and tracking leads, ensuring proper closure in CRMS with apt narration
• MI Management- MI agreement tracker to be properly maintained
• Maintaining Daily Report, Sales reports (YTD / MTD )
• Maintaining Daily Sales Call Data – PWM, CEP, WSMs, Recruitment Tracker
• Maintaining data for TPMI Agreements
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Qualifications

• Graduate/ Post Graduate
• Experience – 2 to 5 years

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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India