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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

📌 Client Support Executive (India)
🏢 HSBC Global Services
📍 India