Vice President and Branch Sales Manager, HSBC

HSBC

Location:
India, Mumbai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Branch Sales Manager (BSM) is a pivotal role in a branch. Being a customer facing role, the BSM has a central role to play in effectively leading and implementing changes introduced as part of delivering the business strategy. The role involves leading and mentoring a team of Premier Relationship Managers to deliver business objectives (KPIs) and meet branch performance measures while ensuring risk management, compliance, and operational standards.

Job Responsibility:

Lead PRMs in line with the processes and activities in the WPB Operating Model and other operational guidelines to achieve consistency of management of our people and delivery of service and sales to HSBC customers
Monitor and act on sales activity management information and other internal information tools, using them to coach your team and achieve the business goals
Leading the team to make them effective relationship managers
Identify and act on factors that would increase local competitiveness
Lead your team to deliver the key performance indicators (KPIs) and plan and ensure growth of WPB business for branch in line with INM strategic Plan / AOP projections
Lead and manage the PRM team
Drive a high performance culture through robust objective setting, performance reviews and action to address poor performance
Evaluate performance against KPIs and make discretionary incentive recommendations in line with the Group incentive plans
Train, maintain and develop your team to a level appropriate for the business and in line with country training plans
Recruit and onboard high caliber individuals in line with headcount and resourcing plans
Maintain and enhance personal and team knowledge and skills through sharing best practice for creating an exceptional customer experience
Hold regular team and one-to-one meetings with team members to share priorities, establish focus, coach and address risks & issues
Role-model HSBC values and create an inclusive work environment which embraces diversity and fosters engagement
Demonstrate connectivity to other teams and actions which benefit the Group above local interests
Use technical expertise and business understanding to improve customer satisfaction and RM performance
Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations
Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures
Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities
Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required
Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe
Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC
Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager
Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP
Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail
Ensuring that sales & operations are undertaken in accordance with WPB FIM, BIMs and Credit Policy Manual appropriate lending guidelines
The principal regulations under which the job holder operates include the WPB FIM, BIM and local regulations issued from time to time by SEBI / RBI / AMFI / IRDA. The jobholder needs to operate independently within the overall policy framework laid down by WPB INM
Ensure all processes for sales & operations are in place and manage within any agreed Authorities
Maintain the branch operating rhythm in line with the network operating model
Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
Specifically ensure active management and compliance with Anti-Money Laundering, Know Your Customer and Sales Quality standards
Undertake Sales, Operational and Credit sampling in your branch, as directed by published bank procedures
The jobholder has to function within the purview of the Sales Compliance Guidelines as laid down in the I & I manuals. The Sales Compliance Officer on all aspects covered in the Sales Compliance Manual would audit each area
Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate PRMs use the support provided by specialists
Personally manage the application of EDRAS, client funnel management and sales quality standards
Implement customer relationship and proposition strategies
In conjunction with your team build a prominent profile in the community in which you are based in a way that builds HSBC’s reputation and brand
Support the WMs to resolve customer complaints in partnership with the Branch Service stream
Mobilize Branch activities to generate leads and create increasing awareness for the FPS
Enhance clients trust in the banks capability of meeting their needs
Ensure awareness of TCF principles and observe the same in spirit
Grow the share of wallet of customers being managed through effective and proactive customer contact

Requirements:

Graduate or Postgraduate with reasonable team handling experience
Proven ability in team leadership and management
Proven ability in Retail distribution
Proven ability in relationship management in the Retail sector
Demonstrate behaviours consistent with HSBC Valuess
Proven adherence to controls and compliance with no significant breaches
Expertise in financial planning and related systems and processes
Problem solving skills
Analytical skills
Planning and organising skills
Coaching sales techniques, best practice and sales management on a team and one to one basis
Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating

What we offer:

Inclusive work environment
Flexible working
Continuous professional development
Opportunities to grow

Additional Information:

Job Posted:
July 29, 2025

Expiration:
August 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Vice President and Branch Sales Manager

HSBC

Location:India, Mumbai

Category:Banking

Contract Type:Employment contract