Assistant Manager Regional Support, MSF

11/16/2025

The Assistant Manager Regional Support will provide support to sales teams in tracking portfolios, lead management, and resolving queries. They will ensure high levels of service delivery and compliance with audit requirements.

Working Hours

40 hours/week

Company Size

10,001+ employees

Language

English

Visa Sponsorship

About The Company

Opening up a world of opportunity for our customers, investors, ourselves and the planet. We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers. HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs

About the Role

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.

Role Purpose

Provide support to CEP/Premier/Mortgages sales 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 ( Premier , Advance ) , Cards, PIL & HML
HML File processing, Credit Card processing
File and form checking for Account Opening
Lead Management for CEP CSO, Mortgage DSF, PCM- Assigning and tracking leads, ensuring proper closure in CRMS with apt narration
MI Management- MI agreement tracker to be properly maintained
Maintaining Daily Report, Sales reports ( YTD / MTD )– Mortgage DSF
Maintaining Daily Sales Call Data – PWM , CEP , HML , WSMs, Recruitment Tracker
Maintaining data for TPMI Agreements

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
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<3%
Resolving KYC & financial discrepancies in HML files
Ensuring A/C packets resolution, A/C opening pending resolutions

Leadership & Teamwork

Ensuring efficiency in technical and product processes
Develop individual competence
Develop a collaborative environment with all members of sales team
Role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes TCF principles in all spheres of RBWM Business.

Operational Effectiveness & Control

Safeguard the bank from potential Loss/ damage.
Monitor and implements best practices across the region
Complete all mandatory and recommended LMS modules and assessments on time
Attend all LDV led classroom trainings for which recommended
Ownership of all important registers for stock & float of deliverables , Key , courier , reward vouchers & JD
Maintaining stock of stationery, franked legal kits, and local area MIS maintenance
Comply to all relevant AML regulations & Global Standards
Comply with the applicable laws, regulations, Group and local policy related to Sanctions and AML policy of HSBC while undertaking various day to day operations
Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures.
Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activites
Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required
Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe
Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC;
Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager
Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP.
Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail

Knowledge & Experience / Qualifications

Any Graduate
Two years or less

HSBC is 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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India

Key Skills

Customer ServiceComplaint ManagementLead ManagementData ManagementFinancial ProcessingKYC ComplianceTeam CollaborationOperational EffectivenessSales ReportingService DeliveryAudit ComplianceTrainingRisk ManagementProduct KnowledgeStakeholder EngagementProcess Improvement