Assistant Manager Client Operations

HSBC

Bhavnagar, Gujarat, IndiaFresher10m agovia LinkedIn

About the Role

This is a 12-month apprenticeship opportunity for a fresher to join the HSBC Asset Management India Pvt Ltd team.

Key Responsibilities

  • Ensure timely and error-free reporting of transactions received at the Investor Service Centre.
  • Manage customer communication effectively for timely resolution.
  • Excel in distribution services and investor services, with a special focus on corporate customers.
  • Maintain close interface with service providers and highlight any discrepancies or gaps promptly.
  • Explore and process efficiency suggestions to contribute to customer delight.
  • Comply with applicable regulatory requirements for the job profile.
  • Contribute to the knowledge management initiative of the customer service team.
  • Contribute to recruitments, contingency, and leave planning.
  • Ensure compliance with the process manual and FIM.
  • Excel in the monthly reporting process.

Qualifications

  • A good understanding of mutual fund/security markets.
  • NISM VA cleared with a valid certification.
  • Good verbal and written communication, team and interpersonal skills.
  • Inclination to work in a client-facing role with a bent of mind for 'service'.
  • Ideally a graduate/post graduate.
  • Knowledge of local language will be an advantage.
  • Familiarity with AI-enabled tools is an advantage.

Additional Information

  • The tenure of the Apprentice will be 1 (one) year as defined under the Apprentices Act, 1961 and Apprenticeship Rules 1992.
  • All Apprentices will be featured in the NATS portal as an ‘Apprentice’.
  • Upon completion of the one-year Apprenticeship, a Certificate of Proficiency will be issued by the Govt. of India.

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