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HSBC Group
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1 HSBC Group Service Relationship Manager Job
Relationship Service Manager
5-7 years
Gandhinagar
1 vacancy
Relationship Service Manager
HSBC Group
posted 1mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Some careers open more doors than others.
If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
Role Purpose
The Wholesale Client Services (WCS) team is responsible for the management and execution of client related service events through the full life-cycle of a client s relationship with HSBC, for both Global Banking and Commercial Banking lines of business
The RSM is responsible for, but not limited to, the proactive management of credit and operational services for an assigned portfolio of Global Banking clients to ensure a high quality of service is delivered at all times
The RSM will support the Global Relationship Banker or local Relationship Manager to develop and grow long-term relationships with a portfolio of corporate clients.
Coordinate onboarding activities on behalf of the Relationship Managers aligned to client requirements
Act as primary point of contact for clients and internal colleagues. Work with various middle/back offices to ensure smooth delivery of client solutions and efficient feedback to client inquiries.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Manage workflow of credit and operational services and provide guidance to Relationship Managers, Client Managers, and other Relationship Service Managers (RSM) handling Operations and Credit
Proactively manage all aspects of credit and operational services for an assigned portfolio of corporate clients, and ensure high quality of service delivered at all times
Support the CARM approval process and collaborate with CAU, Credit Service team and CARM team on CARM proposal and Credit Memorandum
Review and comment on the annual review, Credit Memorandum and new monies proposal received from CAU in preparation for risk approval submission in CARM
Support risk management activities in terms of handling RFI related enquiries and the approval on low/ medium risk CDD periodic review cases for Relationship Managers
Provide opinion on operational aspects with various departments (GLCM, Global Market, Business Management, NSC, IT, Business Management, etc. )
Be the focal point and optimize the workflow of credit and operational services and provide guidance to Relationship Managers, Client Managers, and other Corporate Support Officers (CSO)
Assist Relationship Managers with facilities related to operational matters and provide administrative support as required
Principal Responsibilities
Impact on the business
Collect relevant information from various sources to enable the Relationship Managers to consider/sanction/seek approval for (a) New facilities (b) Facilities reviews / Adjustments (c) Unauthorised over-limit exceptions
Drive annual review timeliness by active follow-up with 1) CAU analysts submission to Relationship Managers & 2) Relationship Managers on reviews and submissions before the agreed day prior the review deadline
Comment on the new monies proposal, annual review & credit memorandum received from CAU in prep for risk approval submission in CARM
Check covenant compliance certificate and covenant fulfilment
Support Security Control co-ordination
Check facility letters prepared by Credit Ops or Relationship Managers, ensure the return of acknowledged copies of such letters prior to the expiry date therein and take prompt follow-up action on outstanding items
Check customer and facility related documents and take prompt follow-up action on outstanding items. To arrange renewal of security documents
Facilitate the loan drawdown process through close liaison with Client Management and Credit Ops on account opening, and ensure that security requirements have been completed before facility limits are loaded
Work closely with client managers and relationship managers in the team and support them to complete all KYC process in a timely manner. Execute or support the approval of low/medium risk periodic review profile Prepare sector update and news research summary for knowledge sharing among frontlines Reconcile the data in OMNIA and the baseline in DCP report Deal independently with e-mail or telephone enquiries from customers and liaise closely with other HSBC departments and branches in answering / resolving customer queries / issues. Proactively follow-up on outstanding matters Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the development of the Banking business
Customers / Stakeholders
Draft reports, letters, memos etc. , and assist in preparation of performance reports, returns and other ad hoc requests for the Relationship Managers
Compile internal returns / analysis in support of the team
Support Relationship Managers in the team by undertaking ad hoc tasks assigned by them
Provide timely response to client queries
Leadership & Teamwork
Active collaboration with internal stakeholders to orchestrate the process, sharing knowledge and information to ensure service excellence at all times
Demonstrate proactivity and self-initiation, working with limited oversight
Promotes high engagement, motivation levels and adherence to Group values
Create robust team environment where skills and knowledge is openly shared to achieve team and business goals including embedding a best place to work environment
Support the team as a fungible resource as and when required
Operational Effectiveness & Control
Maintain and observe all HSBC control standards and implement and observe the Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators
Uphold the highest level of integrity and act as a role model for all HSBC values and business principles
Demonstrate a commitment to excellence and perform to the highest standards
Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy. Be vigilant in driving staff behaviour in an aligned fashion, holding them accountable for any violation of policy.
Act as an escalation point regarding service issues and assist to identify and progress service improvement and sales opportunities
Requirements
Solid understanding of Banking operations and its products / services, general knowledge of trade, treasury, and payment and cash management products and activities
Relevant work experience supporting Relationship Managers or Sales teams in a financial institution (bank or non-bank)
Relevant credit application and credit monitoring experience (minimum 2 years)
Strong knowledge of regulatory requirements
Excellent client servicing skills (minimum 2 years of service in a client facing role)
Results focused and an ability to manage and prioritize multiple tasks in a fast-moving environment
Ability to work independently but also as a team player, with highly developed interpersonal skills
Ability to prioritize competing demands
Ability to understand and consolidate diverse and complex business information and identify and mitigate risk issues
Be change oriented and explore ways of enhanced working and have a forward-thinking mind-set, in line with the Group s values and strategy
Excellent analysis and problem solving skills
Proficient in Microsoft Office
Fluent verbal and written English
Minimum Graduation or as required for the role, whichever is higher
Additional Information
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
- Useful LinkLink to Careers Site: Click HERE
Employment Type: Full Time, Permanent
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What Service Relationship Manager at HSBC Group are saying
Service Relationship Manager salary at HSBC Group
reported by
2
employees
with 5-9
years exp.
₹12.2
L/yr - ₹15.5
L/yr
119%
more
than the average Service Relationship Manager Salary in India
View more details
What HSBC Group employees are saying about work life
based on 4.7k employees
Flexible timing
Monday to Friday
No travel
Day Shift
HSBC Group Benefits
Submitted by Company
Pay and benefits Flexible working Career development
Submitted by Employees
View more benefits 
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