HSBC

3 days ago

AVP Senior Premier Relationship Manager (Mumbai, MH, IN, 400025)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Own and grow HSBC Premier relationships for high-net-worth clients, acting as a single point of contact and delivering tailored banking and financial advisory services. Drive profit and growth by maximizing Premier client portfolio performance, achieving financial targets, and conducting regular wealth reviews. Cross-sell relevant products, build retention-focused client relationships using relationship management tools, and maintain compliance with KYC, AML, and sanctions requirements.

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Maximize profit and growth of Premier client portfolios by developing new and existing client relationships.
•Achieve financial targets through effective client engagement and service delivery.
•Conduct regular client reviews, recommend suitable products and services, and cross-sell products.
•Build and maintain strong client relationships to ensure retention and satisfaction using client relationship management tools.
•Ensure compliance with HSBC policies including KYC, AML, and sanctions guidelines while managing operational risk and meeting sales quality requirements.

Key Requirements

•Bachelor's degree or equivalent professional experience.
•3 to 5 years of relevant experience (GCB 6).
•Demonstrated success and experience in wealth products.
•Proven ability to manage relationships with high-net-worth clients and provide wealth management solutions.
•Possession of valid licenses and accreditations in wealth management as required by local regulations.

Experience:3-5 yearsWealth managementPremier bankingHigh-net-worth clients

Education:Bachelor's

Skills:IntegrityCommunicationClient engagementInfluenceNetworking

Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)

Languages:EnglishLocal languages

Tech Stack:Client relationship management 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: 3.6

Website LinkedIn

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HSBC

3 days ago

AVP Senior Premier Relationship Manager (Mumbai, MH, IN, 400025)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Maximize profit and growth of Premier client portfolios by developing new and existing client relationships.
•Achieve financial targets through effective client engagement and service delivery.
•Conduct regular client reviews, recommend suitable products and services, and cross-sell products.
•Build and maintain strong client relationships to ensure retention and satisfaction using client relationship management tools.
•Ensure compliance with HSBC policies including KYC, AML, and sanctions guidelines while managing operational risk and meeting sales quality requirements.

Key Requirements

•Bachelor's degree or equivalent professional experience.
•3 to 5 years of relevant experience (GCB 6).
•Demonstrated success and experience in wealth products.
•Proven ability to manage relationships with high-net-worth clients and provide wealth management solutions.
•Possession of valid licenses and accreditations in wealth management as required by local regulations.

Experience:3-5 yearsWealth managementPremier bankingHigh-net-worth clients

Education:Bachelor's

Skills:IntegrityCommunicationClient engagementInfluenceNetworking

Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)

Languages:EnglishLocal languages

Tech Stack:Client relationship management tools

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