Client Relationship Support (Hyderabad, TG, IN, 500081)

HSBC
Hyderabad
Workplace: OnsiteFull timeFunction: Product ManagementExperience: 3+ yearsEducation: certificationSkills: ["Accountability","Independent judgement","Coordination","Analysis"]

Support Business Banking relationship managers by preparing credit notes, assisting with facility documentation, and monitoring account performance. Coordinate with clients to submit stock statements and manage insurance and security mortgage items. Analyze balance sheets, create projections, and respond to credit/risk queries. Ensure timely delivery of approval conditions, annual renewal, and security mortgage actions while managing an assigned portfolio and cross-selling relevant solutions.

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FursaFursa
HSBC
HSBC
23 hours ago

Client Relationship Support (Hyderabad, TG, IN, 500081)

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

Job Summary

Support Business Banking relationship managers by preparing credit notes, assisting with facility documentation, and monitoring account performance. Coordinate with clients to submit stock statements and manage insurance and security mortgage items. Analyze balance sheets, create projections, and respond to credit/risk queries. Ensure timely delivery of approval conditions, annual renewal, and security mortgage actions while managing an assigned portfolio and cross-selling relevant solutions.
Location: Hyderabad
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Assist Business Banking relationship managers with credit note preparation
  • •Support facility documentation and day-to-day monitoring of accounts
  • •Coordinate with clients for stock statement submission and manage insurance/security mortgage items
  • •Understand balance sheets, perform projections, and address queries from credit/risk teams
  • •Ensure timely delivery of approval conditions, prompt annual renewals, security mortgage execution, manage portfolio clients, and cross-sell

Key Requirements

  • •Strong B2B experience in banking
  • •Good knowledge of balance sheet analysis
  • •Minimum 3 years of work experience
  • •Preferred CA qualification
  • •Familiarity with AI-enabled tools (advantage)
Experience:3+ yearsBankingB2B
Education:Certification / Diploma
Skills:AccountabilityIndependent judgementCoordinationAnalysis
Certifications:CA
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