Job Description
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2026-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.
Some careers shine brighter than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of AVP - Institutional Business Client support - Client Business Coe -GSC’s
Global Career Band: 5
Location: Bangalore
Why join us?
HSBC Asset Management Group (AMG) has a strong heritage and has been in financial markets for 150+ years. The global service center (GSC) in Bangalore has served as a Capability Center of Excellence for various businesses of HSBC, including the asset management group, and currently enjoys the distinction of being the only service center for the AM business. AM Client Business plays a very important role in servicing our growing business across Institutional and Wholesale clients, striving towards achieving client centricity across all stages of a client life cycle.
The Opportunity:
This role forms an integral part of the overall sales support coverage model for the Institutional business channel, serving the institutional clients and the sales teams. Based in Bangalore, the role will encompass responsibility of end-to-end client relationship management, including client prospecting, client onboarding as well as ongoing client servicing. The main aim is to maximize HSBC AM’s effectiveness in managing our client relationships and contribute to asset growth and retention. The role shall require a client centric approach to business interactions as well as in-depth knowledge of HSBC AM’s solutions and strategies and the ability to assess product positioning to meet Client needs
What you’ll do:
The role holder will be responsible for supporting the Client Business Coe Office in Asset Management
Coordination and ownership for client service and sales support for HSBC AM’s Institutional Business
Provide and maintain the overall client experience through appropriate client service and sales support activities
Work with Client Managers and other stakeholders to assist in the delivery of goals and objectives as agreed with the business to develop our customer opportunities and improve our client experience
Act as a SME for all regular client management such as client onboarding, ongoing client query handling and ad hoc client reporting for existing and prospective clients
Work closely with Client Managers and Sales, as and when required, to respond to client related requests and enquiries, tailoring of presentations, answering of questionnaires (DDQs/RFIs), preparing client, market, sector analysis etc.
Assist in the preparation and development of ad-hoc reports, working with Marketing, Product teams and Investment Writing teams such as bespoke reporting, investment review meeting decks and ensure delivery to appropriate clients
Provide sales support in activities such as roadshow coordination, awards submissions, drafting meeting minutes and assisting in meeting follow-ups.
Foster client relationships at industry events
Responsible for setting up and maintaining Institutional Client records in CRM and supporting bespoke client servicing requests and business acceptance processes
Understand, map client requirements, work with internal teams to deliver appropriate client experience
Build strong internal relationships with cross-functional teams such as Marketing, Investments, Product Specialists, Compliance, Legal etc.
Said individual will play an active role in executing processes and suggesting improvements and enhancements to existing ones
Working with the global heads of Client Services, continually assess the service and support function to improve efficiency
Requirements
What will you need to succeed in the role?
Analytical & Critical reasoning Skills - proven interpretation and pre-emptive evaluation of information
Attention to detail and quality along with ability to ensure that information is captured in a timely manner
Ability to distil complex and varied data into information; good process analysis and problem solving skills
Direct client managing experience and client centric approach to task management
Excellent written, verbal & presentation communication skills
Stakeholder management is a critical attribute, the ability to work as a team player is must
Proactive, positive attitude and ability to multi-task and work under pressure to meet time-sensitive deadlines.
Flexible and ability to prioritize workload for self and team
Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
Qualification - Post Graduation / MBA / similar qualification from a reputed institute
Excellent proficiency in written and verbal French and English. Should be able to translate content in meaningful way from French to English / English to French
Should be able to develop / write content in French language on various topics as per project / client requirement
What additional skills will be good to have?
Overall experience of 8 years or above preferably in the Asset Management and Capital Markets industry
Should have an Alliance Francoise B2 diploma and / or degree in French Studies
Knowledge of financial markets, macro-economic environment, theory, trends, tools and strategies
Knowledge and awareness of investment funds and mandates, investment products, markets and business
Experience in Client Relationship Management, Client Servicing and Sales Support 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
Advanced level of MS Office
Proven ability to prioritize workload effectively in line with business priorities
Willingness to own work and problems and see through to completion and use own initiative to resolve issues
Evidence of delivery in a similar role within a global organization would be an added advantage
Experience in using technology to improve business outcomes
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, ****** orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, colour, 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
Some careers shine brighter than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of AVP - Institutional Business Client support - Client Business Coe -GSC’s
Global Career Band: 5
Location: Bangalore
Why join us?
HSBC Asset Management Group (AMG) has a strong heritage and has been in financial markets for 150+ years. The global service center (GSC) in Bangalore has served as a Capability Center of Excellence for various businesses of HSBC, including the asset management group, and currently enjoys the distinction of being the only service center for the AM business. AM Client Business plays a very important role in servicing our growing business across Institutional and Wholesale clients, striving towards achieving client centricity across all stages of a client life cycle.
The Opportunity:
This role forms an integral part of the overall sales support coverage model for the Institutional business channel, serving the institutional clients and the sales teams. Based in Bangalore, the role will encompass responsibility of end-to-end client relationship management, including client prospecting, client onboarding as well as ongoing client servicing. The main aim is to maximize HSBC AM’s effectiveness in managing our client relationships and contribute to asset growth and retention. The role shall require a client centric approach to business interactions as well as in-depth knowledge of HSBC AM’s solutions and strategies and the ability to assess product positioning to meet Client needs
What you’ll do:
The role holder will be responsible for supporting the Client Business Coe Office in Asset Management
Coordination and ownership for client service and sales support for HSBC AM’s Institutional Business
Provide and maintain the overall client experience through appropriate client service and sales support activities
Work with Client Managers and other stakeholders to assist in the delivery of goals and objectives as agreed with the business to develop our customer opportunities and improve our client experience
Act as a SME for all regular client management such as client onboarding, ongoing client query handling and ad hoc client reporting for existing and prospective clients
Work closely with Client Managers and Sales, as and when required, to respond to client related requests and enquiries, tailoring of presentations, answering of questionnaires (DDQs/RFIs), preparing client, market, sector analysis etc.
Assist in the preparation and development of ad-hoc reports, working with Marketing, Product teams and Investment Writing teams such as bespoke reporting, investment review meeting decks and ensure delivery to appropriate clients
Provide sales support in activities such as roadshow coordination, awards submissions, drafting meeting minutes and assisting in meeting follow-ups.
Foster client relationships at industry events
Responsible for setting up and maintaining Institutional Client records in CRM and supporting bespoke client servicing requests and business acceptance processes
Understand, map client requirements, work with internal teams to deliver appropriate client experience
Build strong internal relationships with cross-functional teams such as Marketing, Investments, Product Specialists, Compliance, Legal etc.
Said individual will play an active role in executing processes and suggesting improvements and enhancements to existing ones
Working with the global heads of Client Services, continually assess the service and support function to improve efficiency
Requirements
What will you need to succeed in the role?
Analytical & Critical reasoning Skills - proven interpretation and pre-emptive evaluation of information
Attention to detail and quality along with ability to ensure that information is captured in a timely manner
Ability to distil complex and varied data into information; good process analysis and problem solving skills
Direct client managing experience and client centric approach to task management
Excellent written, verbal & presentation communication skills
Stakeholder management is a critical attribute, the ability to work as a team player is must
Proactive, positive attitude and ability to multi-task and work under pressure to meet time-sensitive deadlines.
Flexible and ability to prioritize workload for self and team
Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
Qualification - Post Graduation / MBA / similar qualification from a reputed institute
Excellent proficiency in written and verbal French and English. Should be able to translate content in meaningful way from French to English / English to French
Should be able to develop / write content in French language on various topics as per project / client requirement
What additional skills will be good to have?
Overall experience of 8 years or above preferably in the Asset Management and Capital Markets industry
Should have an Alliance Francoise B2 diploma and / or degree in French Studies
Knowledge of financial markets, macro-economic environment, theory, trends, tools and strategies
Knowledge and awareness of investment funds and mandates, investment products, markets and business
Experience in Client Relationship Management, Client Servicing and Sales Support 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
Advanced level of MS Office
Proven ability to prioritize workload effectively in line with business priorities
Willingness to own work and problems and see through to completion and use own initiative to resolve issues
Evidence of delivery in a similar role within a global organization would be an added advantage
Experience in using technology to improve business outcomes
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, ****** orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, colour, 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
💡 Quick Summary
Seeking a career-building opportunity? The AVP | Institutional Business Client support | Client Business Coe |GSC|s position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
