Assistant Manager Branch Operations

HSBC
Gurugram
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2+ yearsEducation: mastersSkills: ["Communication","Teamwork","Interpersonal skills","Customer focus","Service orientation"]

Drive timely, accurate investor service operations by ensuring error-free transaction reporting and resolving customer queries through effective communication. Support distribution and investor services for corporate customers, coordinate with service providers to flag discrepancies, and contribute efficiency improvements to enhance customer delight. Maintain compliance with process manuals and regulatory requirements, execute monthly reporting, and support knowledge management and team planning activities within Global Asset Management.

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FursaFursa
HSBC
HSBC
1 day ago

Assistant Manager Branch Operations

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

Job Summary

Drive timely, accurate investor service operations by ensuring error-free transaction reporting and resolving customer queries through effective communication. Support distribution and investor services for corporate customers, coordinate with service providers to flag discrepancies, and contribute efficiency improvements to enhance customer delight. Maintain compliance with process manuals and regulatory requirements, execute monthly reporting, and support knowledge management and team planning activities within Global Asset Management.
Location: Gurugram
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 to achieve timely query resolution.
  • •Excel in distribution services and investor services, with focus on corporate customers.
  • •Interface with service providers and highlight discrepancies or gaps in a timely manner.
  • •Ensure compliance with process manuals and FIM, and complete monthly reporting while contributing to knowledge management and planning activities.

Key Requirements

  • •A good understanding of mutual fund/security markets.
  • •NISM VA cleared with valid certification.
  • •2+ years of experience in a client-facing role involving service and query handling.
  • •Strong verbal and written communication, with teamwork and interpersonal skills.
  • •Willingness to work in a client-facing role with a service-oriented mindset (local language knowledge is an advantage).
Experience:2+ yearsAsset managementWealth managementFinancial services
Education:Master's
Skills:CommunicationTeamworkInterpersonal skillsCustomer focusService orientation
Certifications:NISM VA
Tech Stack:ExcelAI-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