AVP - Global Indian Premier RM (Mumbai, MH, IN, 400063)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 5+ yearsEducation: bachelorsSkills: ["Client focus","Communication","Influencing","Sales orientation","Networking","Portfolio management","Decision-making"]

Grow and nurture HSBC NR Premier (HNI) client relationships, owning a portfolio of USD 0.5M–1M and driving achievement of agreed financial targets. Serve as a single point of contact by anticipating client needs, delivering tailored banking/financial advisory, and completing regular portfolio reviews. Use client relationship tools and satisfaction data to improve outcomes, retain and expand Premier relationships, and guide other Premier channel members while partnering with branch teams to meet performance measures.

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HSBC
HSBC
2 days ago

AVP - Global Indian Premier RM (Mumbai, MH, IN, 400063)

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Job Summary

Grow and nurture HSBC NR Premier (HNI) client relationships, owning a portfolio of USD 0.5M–1M and driving achievement of agreed financial targets. Serve as a single point of contact by anticipating client needs, delivering tailored banking/financial advisory, and completing regular portfolio reviews. Use client relationship tools and satisfaction data to improve outcomes, retain and expand Premier relationships, and guide other Premier channel members while partnering with branch teams to meet performance measures.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Sr. Director level

Key Responsibilities

  • •Grow and nurture HSBC NR Premier relationships and achieve business targets aligned to the business plan.
  • •Own and manage the client relationship for a USD 0.5M–1M portfolio, providing banking/financial advisory services.
  • •Conduct regular reviews to understand client short- and long-term needs and advise on relevant products and services.
  • •Maintain high-quality Premier service standards and use tools and information to drive client service delivery and performance.
  • •Monitor daily sales activity and client satisfaction data; coach the branch team and implement portfolio-level improvements as needed.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum five years of proven financial services and/or retail sales experience.
  • •Evidence of strong sales results in insurance and investment products.
  • •Experience managing relationships with high net worth clients and strong wealth-management technical skills.
  • •Valid licenses and required accreditation for wealth management and qualification as required by market (AMFI & IRDA).
Experience:5+ years
Education:Bachelor's
Skills:Client focusCommunicationInfluencingSales orientationNetworkingPortfolio managementDecision-making
Certifications:AMFIIRDA
Languages:English
Tech Stack:Client relationship management systemClient Relationship ManagementAI-enabled tools

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