19 hours ago

Assistant Vice President Premier Relationship Manager (New Delhi, National Capital Territory, IN, 110001)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Own and grow a portfolio of HSBC Premier high net worth clients by serving as a single point of contact, completing regular wealth reviews, and recommending suitable products and services. Drive achievement of Premier growth and financial targets through client relationship management, sales activity tracking, and effective use of tools. Ensure compliant, risk-aware operations aligned with HSBC lending, sanctions, and anti-money laundering policies while supporting branch performance.

Location: Delhi

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Maximize profit and grow the Premier clients portfolio by developing existing and new relationships and achieving financial targets.
•Conduct regular client reviews to understand current and long-term needs and advise on appropriate products and services to achieve sales closure.
•Maintain up-to-date client information in the Client Relationship Management data and use tools and internal information to drive service delivery and performance.
•Manage lending facilities within approved authority and ensure sales and operations follow HSBC credit and lending guidelines.
•Comply with sanctions and anti-money laundering policies, attend required training, and report potential violations; support investigations with additional information when required.

Key Requirements

•Bachelor’s degree with relevant experience.
•Minimum 5–8 years of relationship management experience with high net worth clients.
•Evidence of strong sales results in insurance and investment products.
•Strong technical skills in wealth management and sound knowledge of financial services products and services.
•Local regulatory and license requirements, including valid licenses/accreditations for wealth management (country-specific).

Experience:5-8 years

Education:Bachelor's

Skills:Client focusCommunicationSales orientationNetworkingAccountability

Certifications:IRDAAMFI

Languages:EnglishLocal languages

Tech Stack:Client Relationship Management (CRM)

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

19 hours ago

Assistant Vice President Premier Relationship Manager (New Delhi, National Capital Territory, IN, 110001)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Delhi

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Maximize profit and grow the Premier clients portfolio by developing existing and new relationships and achieving financial targets.
•Conduct regular client reviews to understand current and long-term needs and advise on appropriate products and services to achieve sales closure.
•Maintain up-to-date client information in the Client Relationship Management data and use tools and internal information to drive service delivery and performance.
•Manage lending facilities within approved authority and ensure sales and operations follow HSBC credit and lending guidelines.
•Comply with sanctions and anti-money laundering policies, attend required training, and report potential violations; support investigations with additional information when required.

Key Requirements

•Bachelor’s degree with relevant experience.
•Minimum 5–8 years of relationship management experience with high net worth clients.
•Evidence of strong sales results in insurance and investment products.
•Strong technical skills in wealth management and sound knowledge of financial services products and services.
•Local regulatory and license requirements, including valid licenses/accreditations for wealth management (country-specific).

Experience:5-8 years

Education:Bachelor's

Skills:Client focusCommunicationSales orientationNetworkingAccountability

Certifications:IRDAAMFI

Languages:EnglishLocal languages

Tech Stack:Client Relationship Management (CRM)

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn