AVP Premier Relationship Manager
Chennai, TN, IN, 600086
Job description
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- Grow profit and portfolio value across Premier client relationships through new and existing business
- Deliver agreed financial targets through effective relationship management and consistent service delivery
- Conduct regular client reviews to understand needs and recommend suitable products and services
- Identify wealth review opportunities and provide tailored wealth solutions aligned to customer goals
- Build long-term client relationships that improve retention satisfaction and wallet share
- Maintain accurate client information using client relationship management tools and disciplined record keeping
- Manage a prospect pipeline and apply structured plans to deepen and expand relationships
- Embed HSBC policies and controls including KYC AML and sanctions alongside sales quality requirements
Additional Notes:
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
- Graduate/ Post Graduate in any discipline with 4-7 years of relevant experience
- Substantial experience as a Relationship Manager within the Retail or Premier Banking segment
- Proven outcomes in wealth products with a record of meeting portfolio and revenue goals
- Strong wealth management technical knowledge to provide suitable recommendations and advice
- Experience building trusted relationships with high-net-worth individual (HNI) clients as a consistent point of contact
- Capability using client relationship management systems to maintain accurate timely client data
- Experience partnering with Compliance Credit and Risk and Internal Control teams to deliver balanced risk outcomes
- Required local regulatory licences and accreditations for wealth management or equivalent demonstrable experience
- AMFI IRDA NISM XXI A (PMS Certification) and NISM XIII (SIF Certification) or equivalent certification or equivalent demonstrable experience where required by the market
You’ll achieve more at HSBC.
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.