19 hours ago

Associate (Mumbai, MH, IN, 400001)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Support Global Relationship Bankers/Relationship Managers managing a client portfolio for India’s largest conglomerates across multiple products and jurisdictions. Help maintain and originate client relationships, provide backup coverage, and support day-to-day transaction management. Contribute to client strategy and detailed plans, prepare materials for business/Regional/Global approvals, and support credit requirements, MIS monitoring, documentation issuance, compliance, and ESG-related transition plans and questionnaires.

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Data Science & Machine Learning

Seniority: Mid level

Key Responsibilities

•Support senior GRBs/RMs in developing and managing client relationships, including maintenance/origination and business development support for newer relationships.
•Provide backup to GRBs/RMs to ensure all client-facing activities can be managed in their absence.
•Support clients with day-to-day transaction management and assist in formulating/delivering client strategy through detailed client plans.
•Prepare and present cases for business committee approvals and for Regional/Global approvals, including transition plans and ESG questionnaires.
•Monitor portfolio discipline and compliance (documentation, covenant compliance, credit exceptions, daily excess management, sanctions compliance) and coordinate with Credit Services/Legal/Compliance/product teams on client documentation and negotiations.

Key Requirements

•Support Global Relationship Bankers/Relationship Managers in developing and managing client relationships, including maintenance/origination and support for business development.
•Provide backup to Relationship Managers to manage client-facing activities in their absence.
•Support day-to-day transaction management and client strategy development with product teams.
•Prepare and present cases for business committee and Regional/Global approvals, including ESG transition plans and questionnaires.
•Understand credit risk and help ensure clients’ credit requirements are met while supporting documentation, covenant compliance, sanctions compliance, and regulatory guideline adherence.

Experience:3-5 yearsClient facingFinancial servicesBankingCommercial bankingCorporate/institutional banking

Education:Master's in Finance

Skills:IntegrityMulti-taskingTime managementCommunicationAnalytical reasoning

Certifications:Anti-Money Laundering (AML) trainingSanctions training

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: 3.6

Website LinkedIn

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HSBC

19 hours ago

Associate (Mumbai, MH, IN, 400001)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Data Science & Machine Learning

Seniority: Mid level

Key Responsibilities

•Support senior GRBs/RMs in developing and managing client relationships, including maintenance/origination and business development support for newer relationships.
•Provide backup to GRBs/RMs to ensure all client-facing activities can be managed in their absence.
•Support clients with day-to-day transaction management and assist in formulating/delivering client strategy through detailed client plans.
•Prepare and present cases for business committee approvals and for Regional/Global approvals, including transition plans and ESG questionnaires.
•Monitor portfolio discipline and compliance (documentation, covenant compliance, credit exceptions, daily excess management, sanctions compliance) and coordinate with Credit Services/Legal/Compliance/product teams on client documentation and negotiations.

Key Requirements

•Support Global Relationship Bankers/Relationship Managers in developing and managing client relationships, including maintenance/origination and support for business development.
•Provide backup to Relationship Managers to manage client-facing activities in their absence.
•Support day-to-day transaction management and client strategy development with product teams.
•Prepare and present cases for business committee and Regional/Global approvals, including ESG transition plans and questionnaires.
•Understand credit risk and help ensure clients’ credit requirements are met while supporting documentation, covenant compliance, sanctions compliance, and regulatory guideline adherence.

Experience:3-5 yearsClient facingFinancial servicesBankingCommercial bankingCorporate/institutional banking

Education:Master's in Finance

Skills:IntegrityMulti-taskingTime managementCommunicationAnalytical reasoning

Certifications:Anti-Money Laundering (AML) trainingSanctions training

Tech Stack:AI-enabled tools

Company Brief

HSBC

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: 3.6

Website LinkedIn