AVP, Premier Relationship Manager

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Business Descriptor:

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff

We are currently seeking a high calibre professional to join our team as a Premier Relationship Manager.

Principal Responsibilities:

• Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
• Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
• Demonstrating genuine curiosity about customers, helping them reach their financial ambitions
• Connecting with product Specialists to provide more advanced technical input to identify and fulfil multiple needs with customers
• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
• Supporting branch improvement initiatives, providing customer feedback of our Service and ensuring compliance with audit Requirements and quality assurance
• Understanding and adhering to local and global compliance
• Maintaining the levels of operational integrity required by HSBC and adhere to the business Principles and Values of HSBC.
• The C-suite will be overseeing CXO/CEO-level customers, a unique setup only found at HSBC for executive propositions. 
• Multiple locations : Bangalore/Coimbatore/Hyderabad/Chennai/Kochi - South India

Qualifications :

Requirements

• University level education, preferably in finance, business or a related discipline
• Experience in client facing environment, with excellent relationship building capability
• Strong sales and customer orientation, with good communication and interpersonal skills
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Good understanding and strong interest of the financial markets
• Mature and independent mindset, able to work effectively under pressure 
• Strong commercial orientation with acute interpersonal skills 
• Fluency in English with local language as an added advantage.
• Holder of relevant insurance and investment licenses. 
• Candidate without banking background will also be considered.

Eligibility Criteria

• India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
• Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted
• INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework.

Additional Information

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

HSBC is 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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India