Qualifications

• 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.

ob Description & Responsibilities:-

HSBC is currently seeking an experienced professional to join our team in the role of Analyst-Wholesale business client support for 6 Months duration.

• 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 i.e., 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