Universal Banker Leader

Brand:  HSBC
Area of Interest: 
Location: 

Mumbai, MH, IN, 400092

Work style: 
Date:  16 Feb 2026

We are currently seeking an experienced professional to join the <HM to insert Global Function or Global Business> team.

 

Job Introduction

 

 

A branch based customer facing role focused on servicing to primarily meet and greet customers upon branch entry and provide expert advice on digital channels, respond to any simple servicing queries and direct to appropriate channels.

Undertake lower risk product sales (up to and including account opening) and use EDRAS sales process to discover more complex customer needs for referral to sales staff and/or branch specialists. Deliver customer service proposition by providing a consistently excellent customer experience and engaging assisting customers to use Digital/self service channels where appropriate.

 

 

Principal Responsibilities

 

 

Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes.

1. Engage and Discover Customer Needs on Branch Entry

2. Acquire New to Bank Customers

3. Deliver Service Excellence

4. Promote and deliver Multi-Channel Engagement

5. Support the Branch

6. Protect the Bank - through vigilance against fraud, Knowing your customer, adhereing to regulations/policies and minimising operational risk

 

 

 

Education Qualifications / Certifications and Requirements :

Internal Qualifications/Requirements

·         Post Graduate in any stream

·         Graduate in any stream

          Should have completed 12 months in the current role