onboarding manager

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  Onboarding Manager

In this role, you will:

• Individual is responsible to ensure seamless and timely onboarding of their portfolio and overall accountability in capacity of individual contributor role.  Where target dates are unachievable, this be clearly, quickly called out and client expectations are met or reset appropriately.
• Foster strong relationships with new clients by ensuring their onboarding experience is positive and efficient. Set the stage for long-term client engagement and satisfaction.
• Act as the primary point of contact for new clients during the onboarding process. Provide clear communication, address client queries, and manage expectations to ensure a smooth and positive experience.
• Provide training and support to clients on using the bank's systems, services, and tools. Ensure they understand how to navigate the investment banking services they have signed up for.
• Ensure that all onboarding activities adhere to regulatory requirements and internal policies. This includes conducting thorough Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, verifying documentation, and ensuring all legal and compliance aspects are addressed.
• Accountable for delivery of Onboarding against key KRI which include TAT, include TAT, SLA Adherence, overall health of the pipeline and any other associated attributes within the thresholds defined, for the Onboarding cases assigned
• The role is intended to operate with strong Functional and Technical expert, wider understanding of financials/markets/sector and clientele types such as Institutional Clients/Financial Institutions/Corporate Clients to make the business and organization successful
• In this dynamic changing landscape of Financial Industry, adapt and be agile to the overall changes within in regulatory, other industry wide onboarding best practice.  Ensure understanding & implementation of these quickly & effectively
• Interpret regulatory/policy changes and oversee applicability of the same to their Book of work/Portfolios. Ability to establish action points arising out of the same and incorporate the impact within laid down procedures
• Engage with the various Partner teams effectively that aids seamless exchange and delivery of information
• Be able to assess and prioritize their work independently
• Be a quick learner and perform case reviews as process quality checker
• Anticipate escalations' prone scenarios and manage them proactively.  Additionally, use such learnings as an important input to further enhance governance and controls within the process
• Engage with key Onshore Stakeholders, Relationship Managers, Sales and Clients throughout the onboarding journey
• Ensure adherence to the Mandatory learning schedules to constantly upskill, imbibe future fit skills, drive their timely completion and demonstration of its applicability in on-job to enhance and drive Client and staff experience
• Continuously evaluate and improve the onboarding process by challenging status quo. Identify areas for enhancement to streamline operations, reduce onboarding time, reduce costs, and enhance the client experience.
• Answer, address, and facilitate queries related to regulatory adherence and classification from RMs, CMs, clients and other stakeholders and accommodate data and reporting requirements from time to time.

Leadership & Teamwork

• Be an active team player and emulate behaviors and has good Client inclination and relationship skills
• Interacting with other teams to replicate best practices across sites
• Collaborate with various departments such as Legal, Credits, ASM, and KYC Operations to facilitate a seamless onboarding experience. Ensure that all stakeholders are aligned and that client needs are met efficiently.
• Support line manager in key process initiatives and represent process in cross functional meetings or new projects

To be successful in this role, you should meet the following requirements:

• Graduate in any discipline (E)
• Work experience of 5 years in Banking, Preferably in Client onboarding experience in investment banking space (E)
• Knowledge of client Onboarding essential and Flexibility to work in different shift timings including NIGHT Shifts
• High energy, be pro-active, extremely positive, a problem solver, and an owner of issues (E)
• Good organizational, planning and management skills (E)
• Needs to be a decisive person with a flair to independently navigate through complex Client situations and strive for excellent under these circumstances too (E)
• Proven knowledge as process quality checker and strong understanding of quality assurance (D)
• A delivery-focused mind set (E)
• Excellent communication skills, both written and verbal.
• Strong interpersonal skills who will need to be in constant communication with other HSBC units (E)
• Consistent feedback and guidance to interested parties regarding requests is necessary for adequate pipeline management.
• and to increase group communication to minimize pipeline bottlenecks and other obstructions. (E)
• Good interpersonal skills with the ability to build, maintain global and regional relationships at all levels of the organization (E)
• Good attention to detail with a keen eye to problem solving (E)
• Ability to work well under pressure with high degree of accuracy (E)
• Good understanding of MS office and proven skills on banking platforms (D).
• Analytical skills to help make important decisions by reading available data and using their references (E)
• Must have a clear understanding of HSBC Values (E)
• Good commercial and financial management ability with a proven track record and experience in a shared service model. (D)
• Good overall knowledge of the Client interface / onboarding and associated processes within an investment bank (D)

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***