Associate Vice President Premier Relationship Manager (Coimbatore, TN, IN, 641018)

HSBC
Coimbatore
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-7 yearsEducation: bachelorsSkills: ["Relationship management","Client reviews","Regulatory compliance","Record keeping","Client advisory"]

Build and grow HSBC Premier Banking relationships with high-net-worth customers, serving as a single point of contact for comprehensive banking support and financial advisory. Drive new and existing business to deliver agreed financial targets through consistent service. Conduct regular client reviews to identify needs and recommend suitable products, manage a prospect pipeline, and maintain accurate client records while embedding KYC/AML and sanctions controls.

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FursaFursa
HSBC
HSBC
4 days ago

Associate Vice President Premier Relationship Manager (Coimbatore, TN, IN, 641018)

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Last checked: 16 hours agoStatus: Live

Job Summary

Build and grow HSBC Premier Banking relationships with high-net-worth customers, serving as a single point of contact for comprehensive banking support and financial advisory. Drive new and existing business to deliver agreed financial targets through consistent service. Conduct regular client reviews to identify needs and recommend suitable products, manage a prospect pipeline, and maintain accurate client records while embedding KYC/AML and sanctions controls.
Location: Coimbatore
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Grow profit and portfolio value across Premier client relationships through new and existing business.
  • •Deliver agreed financial targets via effective relationship management and consistent service delivery.
  • •Conduct regular client reviews to understand needs and recommend suitable products and services.
  • •Identify wealth review opportunities and provide tailored wealth solutions aligned to client goals.
  • •Embed HSBC policies and controls including KYC/AML and sanctions alongside sales quality requirements.

Key Requirements

  • •Graduate/Post Graduate in any discipline with 4-7 years of relevant experience.
  • •Substantial experience as a Relationship Manager within Retail or Premier Banking.
  • •Proven outcomes in wealth products with a record of meeting portfolio and revenue goals.
  • •Strong wealth management technical knowledge to provide suitable recommendations and advice.
  • •Capability using client relationship management systems to maintain accurate, timely client data.
Experience:4-7 yearsWealth managementPremier bankingHNIRetail banking
Education:Bachelor's
Skills:Relationship managementClient reviewsRegulatory complianceRecord keepingClient advisory
Licenses:IRDAAMFI
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Tech Stack:Client relationship management (CRM)AI-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