Credit Advisor And Portfolio Manager

Job Description

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.

Job Introduction

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

Principal Responsibilities

• Portfolio management of existing client book mapped.
• Engagement with customers and internal stakeholders for various transactional and operational requirements.
• Manage Client complaints/queries (if any) & provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Data analysis & Business MIS.
• Monitoring the existing credit facilities, ensuring compliance with approval conditions, documented covenants and financial reporting requirements on a daily basis.
• Handle enquiries and provide support to RMs. Provide suitable solutions to ensure the performance of credit facilities.
• Preparing and / or providing support in the preparation of credit applications for new and existing credit facilities.
• Actively work to maintain and improve the credit portfolio quality and prevent loss.
• Preparation of management information reporting on a periodic basis for internal and business purposes.
• Preparation of ad-hoc presentations as required by the Business head.
• Proactively identify gaps and report any irregularity to relevant stakeholder.
• Adherence to all regulatory and HSBC Group controls in line with published guidelines.
• Demonstrate expected core behaviours and values including teamwork, focus, drive and determination.
  
  

Requirements

Qualification:

• - Qualified Graduate/Post-Graduate/CA/CFA/CS.
• - Fundamental understanding of the NBFC/Banking KYC & Financial Documents
• - Excellent knowledge of MS Office (Excel, Word & PowerPoint)
• - Excellent Communication Skill
• - To be mobile & be able to meet clients, if required.
  
  

Additional Information

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
  
  

Useful Link

Link to Careers Site: Click HERE

You’ll achieve more when you join HSBC.

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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The HSBC INVESTDIRECT FINANCIAL SERVICES (INDIA) LTD

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