Jigar Gandhi

Manager @HSBC

Bengaluru, IN

Coordination and ownership of new business prospecting, report generation and distribution, account opening and update, handling ongoing sales and client servicing tasks for Liquidity Funds business of HSBC Asset Management Group • The role holder will play a key role in interacting with fund administrators, Liquidity sales team & Bank relationship managers to meet KYC requirements, supporting the drafting of Money market application forms, completing Static data for clients, and updating the CRM system with changes. • Closely working with the HSBC Net portal team by submitting work orders to the Operations team and onboarding clients to the Liquidity portal and amendments to existing users. • Incumbent will be required to ensure timely production and dissemination of reports like Daily Yields and Daily Holding files to clients, Solvency, Capital income reporting, performance, attribution, or portfolio changes on a monthly/ad-hoc basis • Responsible for completing the annual due diligence questionnaire within the deadline by coordination with various teams like compliance, RFP, HR, etc. • The role holder will be responsible for account opening activities like maintaining new account data, coordinating with other teams to obtain relevant data, updating the CRM system and CAM with data • The role holder will be responsible for adding clients to daily distribution lists, and monthly factsheets and disseminating marketing information to clients in a timely manner • The role holder will be required to perform ad-hoc activities like maintaining Desk instruction manuals, analyzing corporate client accounts and company reports to understand their investments

Regenesys Education

Master of Business Administration - MBA

Psg College of Arts and Science

Bachelor of Commerce (B.Com.)

JSS International School, Ooty

Secondary School Certificate

Regenesys Education

Postgraduate Diploma in Business Management

Jss International School, Ooty

Higher Secondary Certificate