VP Corporate Executive Relationship Manager, HSBC

HSBC

Location:
India, Gurugram

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

To grow and nurture HSBC Premier relationships in the HNI segment, manage clients with portfolios between USD 0.5M to USD 1M, and ensure excellence in service delivery in line with Global Premier Service Standards while adhering to compliance and risk guidelines.

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 RBWM 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
Maintain highest standard of excellence in client service across the team and with individual portfolio
Ongoing analysis of client portfolios through marketing of ideas and researching clients
Monitor client satisfaction data implementing portfolio level improvements
Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
Agree and manage lending facilities within any agreed Approval Authority (RAA)
Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss
Adhere to selling process and sales quality requirements
Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC
Remain alert and promptly report to the Sanctions Officer or Line manager if a customer is found to be engaging in sanction evasion activities or violations of AML policy
Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities

Requirements:

Bachelor's degree or equivalent experience
Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent
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
Attain appropriate professional and regulatory qualifications as required by market AMFI & IRDA

What we offer:

Opportunities for continuous professional development
Flexible working and opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
June 09, 2025

Expiration:
June 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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VP Corporate Executive Relationship Manager

HSBC

Location:India, Gurugram

Category:Banking

Contract Type:Employment contract