Am Regional Support, Msf,rbwm

3 weeks ago

Mumbai, India HSBC Full time

**Some careers open more doors than others.**

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

**Principal Responsibilities**

The HSBC Premier offering is one of the world’s first globally linked banking offerings and of strategic importance for HSBC.

The role requires you to be part of Premier relationship teams across branches & provide dedicated support to a team of Premier Relationship Managers (PRM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day-to-day contact with their clients in the delivery of the proposition objectives.

In order to deliver client centric service the role also requires you to be a point of contact for clients as and when required and provide the customer with a memorable service experience by having a problem solving attitude.

**Role Purpose**
- Provide support to CEB ( corporate Employee Banker ) teams in tracking portfolio, lead management & BAU activities
- Support on resolving queries /complaints and liaise with the central teams to ensure resolution

**Principal Accountabilities**:
**Financial**
- Facilitate the acquisition team enabling them to achieve targets
- Assisting in acquiring processing of opening NTB ( Salary Accounts ), Cards & PIL
- Credit Card processing
- Taking VCIP calls with customer for KYC validation ( Salary Accounts )
- File and form checking for Account Opening
- Lead Management for CEB (Corporate Employee Banker ) team. Assigning and tracking leads.
- MI Management
- MI agreement tracker to be properly maintained
- Maintaining Daily Report, Sales reports ( YTD / MTD )
- Maintaining Daily Sales Call Data - CEB, WSMs, Recruitment Tracker
- Supporting TPSA team for customer complaints, raising RMS
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

**Customers / Stakeholders**
- Ensure a consistently high level of product and service delivery for relevant customer/sales touch points
- Develop and maintain good customer relations and ensure effective service delivery
- Extend support towards reduction in KYC errors, discrepancies
- Complaint Management
- ensuring e-helpline update, closure of complaints before TAT
- Service Management-IWPs/DC pin/statements not received, request for personal detail change, request for bank details etc.
- CEP code maintenance, PF reversal requests, add/mobile no change etc
- Monitoring requests for Salary processing done through payments, processing of other ad hoc payments like bonus, incentives etc.
- AOF checking and maintaining, ensuring proper completeness of forms
- Compliance with Audit requirements
- KYC & NON KYC error rates

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