Premier Relationship Manager, HSBC

HSBC

Location:
India, Mumbai

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The PRM & SPRM role are client facing roles playing an integral part of HSBC RBWM flagship offering of Premier Banking. To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets. To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services while ensuring high quality customer service in line with Global Premier Service Standards.

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
Advise clients on products and services that help them achieve their goals
Effective use of tools and information to drive client service delivery and RBWM performance
Maintain minimum standard of qualifying Premier clients within portfolio
Build high personal and corporate profile in the community
Develop network of Group and External professional contacts
Monitor and act on daily sales activity management information
Establish and agree client contact strategies
Fully utilize and input to Client Relationship Management data
Demonstrate excellent understanding of client needs and recommend appropriate products

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 and AMFI certifications are mandatory

Nice to have:

Understanding of the immediate regional Global Wealth strategy
Ability to set stretch goals and deliver with courage and tenacity
Ability to engage with colleagues and clients to deliver at pace
Ability to make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Additional Information:

Job Posted:
September 14, 2025

Expiration:
October 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager