Premier Relationship Manager, HSBC

HSBC

Location:
India, New Delhi ▼
Gurgaon
Noida
Chandigarh
Jaipur
Kolkata

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The PRM & SPRM role are client facing roles. Playing a integral part of HSBC RBWM flagship offering of ''Premier Banking'' To grow and nurture HSBC Premier relationships (High Networth Individual) segment of the Personal Banking customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services. The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement.

Job Responsibility:

Maximize profit and achievement of the growth of Premier clients portfolio
Achieve agreed financial targets by development of existing and new relationships
Build effective relationships with clients to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
Effective use of tools and information to drive client service delivery and performance
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
Build a high personal and corporate profile in the community in which you are based
Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
Establish and agree client contact strategies in line with Group operating models
Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales

Requirements:

Bachelor's degree with relevant experience
Minimum of 5-8 years of Relationship management work experience with high net worth clients
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in English and local languages
IRDA (Insurance Regulatory and Development Authority) and AMFI (Association of Mutual Funds) certifications are mandatory

Nice to have:

Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
Be ambitious about providing the highest standards of delivery to colleagues and clients
Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Be authentic and show ability to engage with colleagues and clients to deliver at pace
Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Additional Information:

Job Posted:
June 02, 2025

Expiration:
September 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager