Assistant Manager Branch Operations (Bhubneshwar, Odisha, IN, 751001)

HSBC
India
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2+ yearsSkills: ["Communication","Teamwork","Interpersonal skills","Service orientation","Independent judgment"]

Manage timely, accurate reporting of investor transactions and ensure smooth end-to-end investor/distribution service operations for corporate customers. Handle customer communications to drive timely resolution, coordinate with service providers to flag discrepancies, and contribute efficiency ideas to improve customer delight. Ensure compliance with regulatory requirements and process manuals, support knowledge management, and participate in recruitment/contingency/leave planning for the customer service team.

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FursaFursa
HSBC
HSBC
23 hours ago

Assistant Manager Branch Operations (Bhubneshwar, Odisha, IN, 751001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Manage timely, accurate reporting of investor transactions and ensure smooth end-to-end investor/distribution service operations for corporate customers. Handle customer communications to drive timely resolution, coordinate with service providers to flag discrepancies, and contribute efficiency ideas to improve customer delight. Ensure compliance with regulatory requirements and process manuals, support knowledge management, and participate in recruitment/contingency/leave planning for the customer service team.
Location: India
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Ensure timely and error-free reporting of transactions received at the Investor Service Centre.
  • •Manage customer communication effectively to achieve timely resolution.
  • •Excel in distribution services and investor services with a focus on corporate customers.
  • •Interface with service providers, and highlight discrepancies or gaps in a timely manner.
  • •Ensure compliance with applicable regulatory requirements, process manuals, and FIM, while supporting knowledge management and planning activities.

Key Requirements

  • •NISM VA cleared with valid certification.
  • •A good understanding of mutual fund and security markets.
  • •Minimum 2+ years of experience in a client-facing role involving service and query handling.
  • •Strong verbal and written communication, plus team and interpersonal skills.
  • •Inclination to work in a client-facing, service-oriented role; knowledge of the local language is an advantage.
Experience:2+ yearsMutual fundsWealth managementInvestor servicesClient services
Skills:CommunicationTeamworkInterpersonal skillsService orientationIndependent judgment
Certifications:NISM VA
Tech Stack:AI-enabled tools

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn