Vice President - Business Development, Strategic Channels, North India
New Delhi, National Capital Territory, IN, 110001
- Acquire New To Bank HNWI customers for wealth management and international banking services by generating referrals from Investment Firms, Investment Law firms, CA firms, Family Office Advisors, Real Estate consultants, Industry associations and other professionals.
- Identify and build new referral partners and engage with them consistently through meetings, events, networking forums to build an increasing inflow of referrals from these referral partners.
- Manage the referral flow funnel from referral initiation till conversion and contribute to lifecycle revenue
- Meet Operating Plan Target numbers for New To Bank HNWI customers acquired every month and other Banking products as assigned from time to time.
- Ensure exceptional on-boarding experience for new customers through seamless handover to assigned Relationship Managers and Branch Teams.
- Conceptualise and execute micro and macro events and campaigns to engage potential new customers , referral partners and internal teams.
- Represent the Bank at networking and industry events.
- Provide all required support including training and information to Referral Partners to encourage them to refer new customers.
- Stay aware and updated of HSBC wealth management and international banking services in order to be an ambassador for HSBC in the external market.
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation in financial markets.
- Maintain HSBC internal control standards and foster a compliance culture within the team through identification, assessment mitigation and control of risks.
- Post Graduation with additional qualifications would be preferable.
- Minimum Graduation or as required for the role, whichever is higher.
- Sales/ Business Development experience in Wealth Management, Personal Banking, Corporate banking or industries that thrive on partnership referral ecosystems.
- Knowledge of Financial services & Wealth management market in India will be an advantage
- Having network/ relationships with Investment Law Firms, CA Firms is a strong advantage
- Excellent networking and relationship skills, Communication and Presentation skills, Professional maturity, ability to engage with senior management & CXOs.