HSBC Group

Wholesale Business Client support - Client Business COE, GSC's (BB-BA2A8)

Found in: Neuvoo IN

Wholesale Business Client support - Client Business COE, GSC's:0000FE30 Description

Business: Client Business Centre of Excellence - Sales and Servicing Support [Wholesale]

Open positions: 1

Role Title: - Wholesale Business Client support - Client Business COE

Global Career Band: 5

Location (Country / City ): Bangalore

Recruiter Name : Shashi K LOUIS

Why join us?

This role forms an integral part of the overall sales support coverage model for the Wholesale client channel. Based in Bangalore the role will encompass responsibility of client servicing and business development. This role will require in-depth knowledge of AMG (Asset Management) solutions and the ability to assess product positioning to meet Client needs.

What you’ll do:

  • Coordination and ownership of Sales & Service support processes for the Wholesale distribution channel within Asset Management
  • The role holder will be responsible to oversee the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team
  • The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes
  • The role holder will be responsible for overseeing the setup of Transfer Agent(TA) account and all the fund queries
  • Assist the onshore team in completion legal arrangements i.e. Distribution Agreements / Rebates
  • Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones
  • Contribute to the efficiency of the Client Service team
  • Contribute proactively to the overall sales process, growth strategy and client contact strategy
  • Build strong relationships with onshore, Front office, Product and Marketing teams
  • Qualifications
  • Build strong relationships with onshore, Front office, Product and Marketing teams
  • What you will need to succeed in the role:

  • Qualification - Post Graduation / MBA / IT degree and/or qualification from a reputed institute
  • Capital Markets Industry certifications preferred
  • Overall experience of 6 years or above preferably in the Asset Management and Capital Markets industry
  • Knowledge of financial products & their role in the Asset and wealth management business
  • Experience in Client Relationship Management, client reporting, sales & service support operations for Institutional clients
  • Experience in supporting Institutional Sales team and handling CRM tools in maintaining client relationship data
  • Experience in handling Institutional client service requests – regular and ad-hoc (Reports, Materials, etc.)
  • Knowledge of financial markets, macro-economic environment, theory, tools and strategies
  • Analytical Skills - proven interpretation and utilization of management information
  • Ability to be persuasive, pragmatic in approach
  • Ability to distil complex and varied data into information; good process analysis and problem solving skills
  • Excellent written, verbal & presentation (including advanced PowerPoint) communication skills
  • Stakeholder management is a critical attribute, the ability to work as a team player is must.
  • People Management, lead people with examples
  • What additional skills will be good to have?

  • CFA or FRM certification will help to perform the role effectively
  • Link to Candidate User Guide:


    Go to the below link and type “IND GSC : IJP Applicant User Guide” in search bar.

    You’ll achieve more at HSBC

    HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”

    Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

    ***Issued By HSBC Electronic Data Processing (India) Private LTD***

    calendar_today2 days ago


    info Full-time

    location_on Karnataka, India

    work HSBC Group

    I expressly authorise the Terms and Conditions

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