Associate Project Manager, Client Implementation

Job Title: Associate Project Manager, Client Implementation

Purpose of the role

• Client Implementation specialist assist Clients with their journey of onboarding on eChannel payment platforms like HSBCnet, Connect, Global liquidity cash management products.
• Post the initial lead from the client services or sales team, the Client Implementation specialist gathers clients’ requirements and assists them with completion of documentation in adherence to the various risk. Post customer documentation, the team liaises with various functions for completion of requirements like KYC, Signature Verification, Limit Approvals, eChannel enablement, Training and Billing.
• These are critical due to complexity, aggressive and non-negotiable TAT with impact on revenue generation. This is primarily a client facing role, which requires Written, Verbal and negotiation skills.
  

In This Role, You Will

• Principal Accountabilities and Responsibilities (e.g., for Business, Customers and Stakeholders; internal control environment, etc.) Associate Project Manager will be expected to manage simple new to bank deals for all client tiers including gold, platinum and diamond and assist Senior Project Manager with execution of project on complex deals. Provide support in pre-mandate consultation and project management for our diverse client base, utilising your knowledge of SME Payments, Liquidity, ERP, and Regulatory Solutions. Coordinate Product and Channel fulfilment by ensuring that products and services are delivered in accordance with the scope outlined in the Statement of Work. Support proactive project management methodologies and organisational designs to assist in managing multiple client projects effectively. Collaborate with internal and external stakeholders across multiple regions, under the guidance of the Senior Project Manager. Provide timely updates to the Project team and deal initiator on the status of all activities, ensuring transparency and alignment throughout the process and verifying project set up ahead of providing confirmation. Complete necessary internal forms related to fulfilment processes, including billing documents, accurately and promptly. Own E2E management of fulfilment requests with downstream operations teams via relevant mechanisms such as Clientsphere, email or another workflow tool specified by the project team. Collaborate with cross-functional teams globally, including Legal, Operations, IT, Sales, and Product, to optimise internal processes and project delivery
• Customer Experience and Service Delivery Own client communication throughout the project lifecycle and beyond on simple NTB projects. Assist in client communication throughout the project lifecycle and beyond on complex NTB projects. Ensure every client is able to operate their accounts and services as expected, and project expectations are met before a project is completed. Ensure all customers are dealt with in accordance with compliance and regulatory requirements with an aim to protect our customers as well as the reputation of HSBC by following treating customer fairly. Build and maintain effective relationships with the multiple stakeholders and liaise proactively to identify and facilitate adherence to Regulatory and Compliance requirements. Contribute to continuous improvement initiatives to enhance our Net Promoter Score, providing valuable feedback.
• Impact to business Ability to understand and interpret Simple (Basic and Intermediate) deal requirements and translate them to quality work is mandatory. Ability to interpret complex deal requirements and assist Senior Project Manager with the execution (documentation and setups) of the projects
• Operational Excellence and Productivity Participate in ideation & identification of change opportunities, facilitate seamless implementation / adoption of Central initiatives within the Team Ensure data captured on WFM metrics are accurate and optimize productivity. Meet OOE targets
• Colleague Implement feedback received during coaching sessions including but not limited to monthly performance review and target setting, twice a week account reviews, feedback on deal quality monitoring/customer surveys for all team members.
• Leadership & Teamwork Assist line manager/supervisor with managing day-to-day operations. Coach and support peers in process in effort to build SME expertise in the team. Maintain cordial relationship with all the relevant stakeholders and co-ordinate work, escalations, analysis, MI at appropriate time to work the critical queues with minimal or no supervision. Contribute to continuous process improvement. Maintain Input quality more than 95% or more Adherence of Risk requirements by the team.
• Others Risk and control management Ensure policy and procedures are well adhered to and there are nil incidents/errors. Where an issue has been identified, raising it to line manager for mitigation and sharing best practices.
  

To Be Successful You Will

• Functional Knowledge Experience in building effective client relationships and stakeholder management. Attention to detail and ability to prioritize work Ability to own end to end project management on simple NTB projects. Proficiency in payments and liquidity product knowledge. Strong attention to detail to ensure accuracy in documentation creation and validation processes Strong organisational skills to manage multiple tasks and deadlines Ability to manage competing deadlines effectively in real-time. Strong communication written, verbal and interpersonal skills. Willingness to learn and grow within the role
  

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You’ll achieve more at HSBC

• Issued By HSBC Electronic Data Processing (India) Private LTD***