AVP Premier Relationship Manager

HSBC
Gurugram
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-8 yearsEducation: bachelorsSkills: ["Client focus","Influencing","Ownership","Communication","Sales orientation"]

Own and manage a Premier client portfolio (high net worth individuals) by serving as the primary point of contact, anticipating needs, and delivering banking and wealth advisory services. Grow and retain relationships to achieve financial targets through regular portfolio reviews, cross-selling, and effective use of client relationship management data. Ensure compliance with lending, sanctions, and AML requirements while maintaining high standards of client service and operational control.

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FursaFursa
HSBC
HSBC
3 days ago

AVP Premier Relationship Manager

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Last checked: 7 hours agoStatus: Live

Job Summary

Own and manage a Premier client portfolio (high net worth individuals) by serving as the primary point of contact, anticipating needs, and delivering banking and wealth advisory services. Grow and retain relationships to achieve financial targets through regular portfolio reviews, cross-selling, and effective use of client relationship management data. Ensure compliance with lending, sanctions, and AML requirements while maintaining high standards of client service and operational control.
Location: Gurugram
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Grow and nurture Premier relationships to maximize profit, client growth, and achievement of financial targets.
  • •Provide a single point of contact for clients by understanding needs, advising on products and services, and closing sales.
  • •Conduct regular reviews to understand current and long-term needs and identify opportunities for wealth reviews and solutions.
  • •Maintain qualifying Premier client standards, keep client relationship management data complete and up to date, and monitor client satisfaction to improve portfolios.
  • •Ensure lending, sanctions, AML, and other regulatory and internal policy compliance, including timely escalation of risks and completion of required training.

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.
  • •Strong communication, client focus, influencing, and portfolio management skills.
Experience:5-8 yearsWealth managementHigh net worth
Education:Bachelor's
Skills:Client focusInfluencingOwnershipCommunicationSales orientation

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
Glassdoor: 3.6
WebsiteLinkedIn