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Analyst Wholesale Business Client support

3 months ago

bangalore, India HSBC Full time

Description - External

Some careers have more impact 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 62 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 Analyst-Wholesale business client support for 6 Months duration.
Principal responsibilities : 
• 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 , 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 Front office, Product and Marketing teams

Requirements

Requirements:
• Post Graduation / MBA / or equivalent qualification from a reputed institute
• Excellent proficiency in written and verbal English
• Capital Markets Industry certifications preferred
• Knowledge of financial products & their role in the Asset and wealth management business
• Experience in supporting Wholesale Sales team and handling CRM tools in maintaining client relationship data
• Experience in handling Wholesale/Institutional client service requests – regular and ad-hoc (Reports, Materials, etc.)
• Knowledge of financial markets, macro-economic environment, theory, tools and strategies
• Ability to be persuasive, pragmatic in approach
• Ability to distill 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.