Job title: US RO Support Team Lead This role will lead the US RO Support team responsible for providing administrative support to US Relationship Officers across restructuring, account-opening activities and KYC upkeep. The role will oversee the operational steps required to progress requests, including client profile creation, information and documentation coordination, request tracking, exception management, and timely follow-up, while ensuring service quality, robust controls, effective stakeholder engagement, and appropriate team capacity management. In this role, you will: Principal Accountabilities and Responsibilities (e.g. for Business, Customers and Stakeholders; internal control workplace, etc.)
• Lead the day-to-day delivery of administrative support to US Relationship Officers for restructuring and account-opening requests.
• Allocate work across the team based on volumes, priorities, complexity, and available capacity, ensuring requests progress within agreed timelines.
• Oversee the initial completeness review of requests, client profile creation, customer and account information updates, and coordination of supporting documentation.
• Monitor request status across defined process stages and ensure outstanding actions, dependencies, and aged items are actively followed up.
• Provide guidance to team members on process requirements, complex cases, exceptions, and appropriate escalation routes.
• Conduct or oversee quality-control checks to confirm that process records are complete, accurate, and maintained in line with applicable procedures and controls.
• Manage operational risks and issues, identify recurring gaps, and implement corrective actions and process improvements.
• Maintain effective stakeholder relationships with US Relationship Officers and relevant support teams,



providing clear updates on volumes, service performance, risks, and escalations.
• Track and report key operational metrics, including workload, turnaround times, quality outcomes, outstanding items, and team capacity.
• Coach and develop team members through regular feedback, knowledge sharing, performance support, and cross-training to maintain appropriate process coverage.
• Support change implementation, process documentation, and other defined or ad hoc administrative activities required by the US RO support function. To be successful you will: Functional Knowledge
• Minimum of a bachelor’s degree in business / finance or relevant work experience.
• Proven experience in leading an operations or administrative support team, preferably within financial services or private banking.
• Strong knowledge of operational workflow management, service delivery, quality controls, risk identification, and escalation management.
• Excellent written and verbal communication skills, with the ability to provide clear direction and concise updates.
• Strong stakeholder management skills, with the ability to build effective working relationships across teams and levels of seniority.
• Strong analytical, organizational, planning, and problem-solving skills, including the ability to manage competing priorities and changing volumes.




• Proficiency in Microsoft Office applications and the ability to use operational data for workload and performance monitoring.
• Knowledge of private banking and account-opening processes is desired but not essential. Others
• Demonstrated people leadership capabilities, with the ability to coach, motivate, and develop team members.
• Highly professional and accountable approach, with sound judgement and the confidence to make timely operational decisions.
• Strong attention to detail and a consistent focus on service quality, control adherence, and delivery against agreed timelines.
• Ability to manage team capacity, maintain process coverage, and respond effectively to changing priorities and ad hoc requirements.
• Ability to identify improvement opportunities and support the Standardization and continuous improvement of team processes. Hsbc.com/careers You’ll achieve more at HSBC HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.” 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 HSBC Electronic Data Processing (India) Private LTD*

📌 US RO Support Team Lead (Bengaluru)
🏢 HSBC
📍 Bengaluru