AVP Premier Relationship Manager
Cochin, KL, IN, 682016
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
- Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
- Achieve financial targets through effective client engagement and service delivery.
- Conduct regular client reviews to understand needs and recommend suitable products and services. Cross sell products.
- Build and maintain strong client relationships to ensure retention and satisfaction. Need based selling
- Utilize client relationship management tools to keep client information accurate and up to date.
- Develop strategies to increase wallet share and manage a prospect pipeline effectively.
- Work as part of an integrated branch management team to meet standards and deliver operating models.
- Collaborate with colleagues across the business to support client needs and achieve performance measures.
- Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
- Manage operational risk and adhere to sales quality requirements.
- Attend mandatory training and report any unusual activities promptly.
- Support team members and contribute to a positive work environment.
- Establish a network of internal relationships and gather feedback from colleagues and clients.
- Educational Background: Bachelor's degree or equivalent professional experience.
- Industry Experience:
- 3 to 5 years of relevant experience.
- Sales Achievements: Demonstrated success & experience in Wealth products.
- Client Relationship Management: Proven experience managing relationships with high-net-worth clients.
- Wealth Management Expertise: Strong technical skills in wealth management.
- Communication & Influence: Excellent communication skills with a focus on client engagement and influence.
- Sales & Networking Skills: Strong orientation towards sales, networking, and portfolio management.
- Product Knowledge: Comprehensive understanding of financial services products, services, and client relationship management systems.
- Business Banking Insight: Familiarity with business banking client segments and related products and services.
- Regulatory Compliance: Possession of valid licences and accreditations in wealth management as required by local regulations.
- Risk Management: Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.
- Language Proficiency: Proficient in English and local languages.
- Professional Qualifications: Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements.
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