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Eclient Services, Efx

4 weeks ago

Bengaluru Karnataka, India HSBC Full time

-Job description

**Some careers shine brighter than others.**

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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 **Senior Associate**

**What you’ll do**:
**Principal Accountabilities: Key activities and decision making areas**
- Knowledge of Investment Banking Products (FX / FIXED INCOME and EQUITIES), Trading platforms across business and companies, Messaging systems and Client Relationship Management (CRM)
- Empathy for a retail / merchant client experience, in particular
- Own the communication between HSBC & client at the time of enablement, throughout their relationship with HSBC and during any Incident Management
- Support & continuously improve the Client enablement process with an analytical and problem-solving approach
- Ongoing Management
- Sales Coverage Mapping on revenue Dashboard
- Pricing and Risk Management
- Creating Operational Efficiencies

**Typical Targets and Measures**
- Understanding of FX, Pips, NDFs, Market Conventions
- Knowledge of API products and basic principles behind REST services
- High level of organizational skills and attention to detail
- Understand that the TFX platform which is available 24 x 7 is a critical part of the service proposition to our clients and their customers.
- Proactive engagement with the client rather than waiting for client to call us, understand that our clients are in a similar trading environment, and will demand clear & timely communication
- Efficiently manage system outage events to ensure all effected parties, both internal and external are informed of issues, resolution steps and likely resolution time
- Act as a single point of contact globally for incidents, with seamless follow-the-sun handovers
- Handle production issues for Sales and Traders
- Route issues to the right owner & follow up to ensure closure.
- First line of support for all queries, providing end to end support on all Distribution Platforms services.
- Handle Client enablement for CRM
- Link new enablement to the correct client Hierarchy
- Understand the sales process, and ensure static configuration is in place for test, customer integration and production environments as required.
- Identify any potential inefficiencies in the current process or technology and drive change and improvement.
- Co-ordinate with HSBC’s internal groups and collaborate, often globally with Front Office Sales, Trading and Technology teams to facilitate client on boarding to e-technologies.
- Creation & amendments of Clients (internal/ external) on all Distribution Platforms
- Handle Queries on relevant tasks for all Distribution Platforms.
- Provide demos to new client across platforms.
- Liaise with Symphony Technical Support and Vendor Team to work on the tickets raised for technical issue.
- Provide training to users, proactively embrace change, work with stakeholders & client to ensure a smooth transition wherever required.
- Provide timely MI to Stakeholders
- Handle any data cleansing tasks for Client Data
- Monitor and analyse new client’s activity to improve client experience.
- Liaise with internal teams for delivery of new features across distribution platform.
- Mapping a treats code to a counterparty & updating sales coverage rule so that revenues are allocated to correct sales & client.
- Creation of a salesperson profile in CRM e.g. Mosaic
- Amend / update coverage rules based on Ad-hoc request received via mail.
- Review and maintain the configuration of business rules in the pricing & quoting engines in conjunction with the business.
- Take accountability of the price provided to client by ensuring appropriate pricing at the right time to the right client.
- Streamlining existing processes and creating operational efficiencies
- Proven record in demising redundant processes and refining existing ones.
- Six Sigma Yellow/Green/Black belt certifications and project management experience are an added advantage

**Customers / Stakeholders**
- Internal stakeholders in WPB and CMB for ecommerce payment offerings to those client bases
- External clients such as large ecommerce merchants, international businesses, and online travel sectors
- Corporate and Institutional GM Clients

**Typical Targets and Measures**
- Feedback from internal stakeholders on new requirements they may have or Market shift which may need you to build functionality ahead of time.
- Liaise

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