• To plan and/or participate, including installation of desks at Third party/Industry events, corporate offices.
• To hand out pamphlets / leaflets about India services (as approved).
• Address such customer queries with information that is available in public domain, and assist with account opening, if the customer wishes to proceed.
• For enquiries received through campaigns, local marketing activities and other initiatives, rep office staff will call on such leads to understand the customer need, address queries, and assist with account opening.
• To be up to date on the India services as available on the HSBC public websites sites to effectively and efficiently address customer queries.
• Any queries pertaining to products/services not listed on HSBC public website needs to be routed through to India HSBC team.
• A clear record of all such referrals have to be maintained as per the process.
• To assist the customers with account opening for completing form filling / documentation verification etc.
• Ensure customers are assisted with activating their accounts, including assist with digital account activation, debit card activation and account activation by ensuring the initial account funding is done as per the bank norms.
• Servicing and redressal of customer specific queries.
• To ensure the cross border guidelines of HSBC are strictly adhere to at all times.
• To ensure the KYC/AML norms of the bank are comply with at all times.
• To maintain call reports and MIS as required.
• To respond to customer complaints in a timely manner and to customer satisfaction.
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.