Key Responsibilities
- Individual is responsible to ensure seamless and timely onboarding of their portfolios 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.
- Responsible for overall Case management 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.
- Maintain good discipline of overall Book of Work, be an active team player and emulate behaviors
- Take complete ownership of cases and pro-active management of the on boarding process right from the initial request to execution of the transaction.
- As Case manager, you would be required to work on either multiple sector/regions and different 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, be adapt and agile to the overall changes within in regulatory, other industry wide onboarding best practice. Ensure understanding & implementation of these quickly & effectively
- Engage with the various Partner teams effectively that aids seamless exchange and delivery of information
- Be able to assess, call out road block on timely manner and prioritize their work independently
- Strong and effective communication to relay updates, seek information etc. with Clients either via Phone call, Emails or Chats
- 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
Requirements
- Graduate in any discipline (E)
- Knowledge of Client onboarding within Investment Banks space (E)
- High energy, be pro-active, extremely positive, a problem solver, and an owner of issues (E)
- Good organizational, planning and management skills (E)
- A delivery-focused mind set (E)
- Excellent communication skills, both written and verbal. 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)
- Analytical skills to help make important decisions by reading available data and using their references. Must have a clear understanding of HSBC Values (E)
- Good overall knowledge of the Client interface / onboarding and associated processes within an investment bank (D)
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