Associate Relationship Support Manager

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Business Banking

Business Banking provides financial services solutions that support businesses ranging from small corporates to mid-market enterprises in a variety of industry sectors all over the world. Leveraging the strength, scope and expertise of our global product network, Business Banking is positioned as an essential partner to small and mid-market enterprises seeking to maximise their potential domestically and internationally, offering streamlined business access to HSBC s international network and broad range of market leading banking products and services.

We are currently seeking an Associate Relationship Manager to join Business Banking Team in Mumbai

Principal Responsibilities

Job Purpose:

To provide analytical and operational support to the Relationship Front-End Team, ensuring smooth execution of daily activities, client servicing, and process efficiency.

Key Responsibilities:

1. Data Analysis and Proposal writing :
• Perform detail analysis of Corporate customers (SME) , transaction trends, Financial , business and Industry analysis of the client. Interacting with the clients for information required in Banks format for onboarding new and renewal of existing exposures.
2. Client Support:
• Assist the Relationship Manager(s) in responding to client queries, requests, and escalations.
• Maintain accurate records of client interactions and update databases as required.
3. Housekeeping and Operations Management:
• Manage day-to-day administrative tasks, such as documentation, record-keeping, and compliance checks.
• Monitor and follow up on pending items, ensuring timely completion of tasks like KYC updates, overdue reviews, and document retrievals.
4. Coordination and Liaison:
• Act as a liaison between internal teams (credit, operations, legal, etc. ) and the front-end team to ensure seamless execution of processes.
5. Compliance and Risk Management:
• Support adherence to regulatory and internal compliance guidelines by ensuring accurate documentation and process adherence.
• Highlight potential risks or irregularities to the Relationship Manager or team lead.

Skills and Competencies:

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Knowledge of banking/financial products and compliance processes is an advantage.
• Ability to multitask and manage deadlines in a fast-paced environment.