mumbai maharashtra banking advisor Jobs – 143 Open Jobs Today

Customer Service
HSBC Global Services Limited —Mumbai, Maharashtra
- Full-time
- Bachelor's degree
- AI
8h
Analyst, Kroll Settlement Administration
Kroll —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
19h
Associate Director | SAP | Mumbai | SAP
Deloitte —Mumbai, Maharashtra
- Team management
- Travel
- Communication skills
1d
Vice President - Investment Solutions - Funds Product Development
JPMorganChase —Mumbai, Maharashtra
- Full-time
- Product management
- Leadership
- Python
15h
Senior Manager - Finance and Legal
LoginextSolutions —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Finance
- Master's degree
Sales Manager – Tableau & Alteryx License & Consulting Sales
Aion Tech Solutions Ltd —Mumbai, Maharashtra
- Full-time
- Sales
- Bachelor's degree
- Communication skills
Software Engineer
Interactive Brokers —Mumbai, Maharashtra
- Oracle
- Computer Science
- Java
- Health insurance
Senior Design Manager
Forbes Advisor —Mumbai, Maharashtra
- Full-time
- Remote
- Management
- AI
- Communication skills
- Health insurance
- Life insurance
Quick apply
Certifications (Preferred & Required)
eProtect 360 —Powai, Mumbai, Maharashtra
- Online application
- PMP
- Analysis skills
- Project management
Student Success Advisor
FPA Edutech Private limited —Thane, Maharashtra
- ₹15,000 - ₹35,000 a month
- Full-time
- Sales
- Bachelor's degree
- Recruiting
- Health insurance
- Cell phone reimbursement
Quick apply
Business Development Associate
Akiva Business Advisors —Antop Hill, Mumbai, Maharashtra
- ₹20,000 - ₹25,000 a month
- Full-time
- English
- Bachelor's degree
- In-person
Quick apply
Advanced Specialist, Sales - Enterprise
Pearson —Mumbai, Maharashtra
- Full-time
- Sales
- Marketing
- Bachelor's degree
Job Summary
eProtect 360 —Powai, Mumbai, Maharashtra
- Online application
- PMP
- Analysis skills
- Project management
Stakeholder Engagement & Advisory
eProtect 360 —Powai, Mumbai, Maharashtra
- Online application
- PMP
- Analysis skills
- Project management
Key Responsibilities
eProtect 360 —Powai, Mumbai, Maharashtra
- Online application
- PMP
- Analysis skills
- Project management
Risk Management
eProtect 360 —Powai, Mumbai, Maharashtra
- Online application
- PMP
- Analysis skills
- Project management
Content Associate - Publishing
Forbes Advisor —Mumbai, Maharashtra
- Full-time
- Research
- JavaScript
- HTML
- Health insurance
- Life insurance
Quick apply
Pre Sales Executive - Tamil/Telugu
IFA Global —Mumbai, Maharashtra
- English
- Finance
- Master's degree
Fresher Advisor - Bank bpo
Inspire Tech Solutions —Thane, Maharashtra
- ₹9,246.32 - ₹18,456.79 a month
- Full-time
- 12th Pass
- Computer skills
- In-person
- Health insurance
Quick apply
GRC Senior Consultant
eProtect 360 —Powai, Mumbai, Maharashtra
- Online application
- PMP
- Analysis skills
- Project management

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Customer Service

HSBC Global Services Limited -
Mumbai, Maharashtra

Apply Now

Job details

Full-time
8 hours ago

Qualifications

Bachelor's degree
AI

Full job description

Global Trade Solution

Global Trade and Receivables Finance comprises over 4,500 people across more than 60 countries, helping suppliers and buyers with their export and import finance needs. Trade is where HSBC began in 1865, when we financed commerce between Europe, North America and Asia.

Principal Responsibilities

Holds overall ownership of trade transactions of Premium/Standard Trade Clients and ensures an end to end completion of transaction processing.
Ensure transaction does not break down for want of any document and internal approval.
Arrange necessary internal approvals and tracking deferrals to facilitate the straight through processing and minimize the breaking down of transactions
Address customer complaints and ensuring their effective resolution with high-quality customer service and appropriate flexibility, balancing the client relationship and business costs.
Monitor E-helpline and raise / resolve customer queries, assigning them to relevant teams and ensuring complete resolution upto satisfaction.
Facilitate preparation of forms/documentation for customers for client on-boarding.
Answer incoming customer calls/emails for general and transaction-specific trade enquiries.
Conduct proactive call backs to customer for payment instructions, confirming exchange rate, informing customer regarding insufficient funds, dispatch details and advice discrepancies etc.
Follow up with clients, group offices, MO, Sales and various authorities. E.g. Follow up of PO / Export advance payments / Overdue finance bills (INR/FCY), BEF, XOS, FIRC, EDPMS & IDPMS Reconciliation, Unaccepted import collection bills, disposal instructions for export proceeds, for payment follow ups with overseas group offices etc.
Co-coordinate and liaison with MO, Sales and Product teams for various transaction related day to day activities and ensures the maximum output.
Contribute in process / guidelines roll-out by way of Team Meetings to ensure effective understanding of the process and guidelines
Acquire knowledge and enhance business understanding, thereby support the development of a cohesive team and building an internal knowledge database
Act as trusted transaction advisor for clients, building and strengthening close relationships with these clients. When appropriate, accompanies Client Managers on customer visits.
Arrange regularly meeting with clients every quarter and understanding their trade requirements.
Monitoring Exports and local dispatches and ensuring documents are dispatched on time.
Timely reporting of discrepancies and expedite resolution for the same.
Managing the trade relationships of select clients.
Promote Digital penetration
Maintain HSBC internal control standards, implement and observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring.

Education

Graduate or Post-Graduate

Pro-tip : Familiarity with AI-enabled tools is an advantage

Additional Information The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time.All Apprentices engaged by the Bank will also be featured in NATS portal as an ‘Apprentice’. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing.On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease.All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining.

You’ll achieve more at 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.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

Apply Now

Refine Your Search

banking advisor jobs in mumbai maharashtra

Customer Service

Analyst, Kroll Settlement Administration

Associate Director | SAP | Mumbai | SAP

Vice President - Investment Solutions - Funds Product Development

Senior Manager - Finance and Legal

Sales Manager – Tableau & Alteryx License & Consulting Sales

Software Engineer

Senior Design Manager

Certifications (Preferred & Required)

Student Success Advisor

Business Development Associate

Advanced Specialist, Sales - Enterprise

Job Summary

Stakeholder Engagement & Advisory

Key Responsibilities

Risk Management

Content Associate - Publishing

Pre Sales Executive - Tamil/Telugu

Fresher Advisor - Bank bpo

GRC Senior Consultant

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