Account Manager – Securities Services

HSBC
Bengaluru
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Communication","Presentation","Leadership","Stakeholder management","Compliance mindset"]

Own relationships and drive retention for a portfolio of Securities Services clients, partnering with product management, service delivery, and client management to ensure high satisfaction and reference-able outcomes. Proactively manage issues across products and jurisdictions, lead governance and compliance practices, and produce management reporting. Support customer due diligence for KYC renewals, manage contracting and reconciliation activities, and assist sales initiatives to maximize profitability and incremental growth.

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FursaFursa
HSBC
HSBC
4 weeks ago

Account Manager – Securities Services

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Last checked: 54 minutes agoStatus: Live

Job Summary

Own relationships and drive retention for a portfolio of Securities Services clients, partnering with product management, service delivery, and client management to ensure high satisfaction and reference-able outcomes. Proactively manage issues across products and jurisdictions, lead governance and compliance practices, and produce management reporting. Support customer due diligence for KYC renewals, manage contracting and reconciliation activities, and assist sales initiatives to maximize profitability and incremental growth.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Drive client retention by working with product management, service delivery, and client management to ensure satisfaction and reference-able outcomes.
  • •Manage issues proactively across products and jurisdictions; capture and drive service improvement opportunities and change management priorities.
  • •Produce monthly management information reporting and support quarterly reporting to regional RCC; assist customer due diligence for KYC renewal.
  • •Establish contracting parties for new accounts and perform reconciliation to ensure terminated fund records are removed as reflected in source systems to assure data quality.
  • •Support client executives and sales directors on new and cross-sales initiatives, owning commercials to maximize profitability and incremental growth opportunities.

Key Requirements

  • •Minimum 5 years’ experience in Securities Services and client management, with business implementation/change and/or business development and/or senior operational leadership experience.
  • •Client-facing with excellent communication and presentation skills, including ability to lead and manage meetings.
  • •Track record of maintaining and retaining client relationships across Securities Services products and ability to execute departmental strategy.
  • •Understanding of core commercial and contractual drivers and business performance.
  • •Full proficiency in regulations governing the securities services arena, controls, and risk management (product and market).
Experience:5+ yearsSecurities servicesClient management
Skills:CommunicationPresentationLeadershipStakeholder managementCompliance mindset

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