AVP - Premier Financial Consultant (Mumbai, MH, IN, 400063)

HSBC
Mumbai
Full timeFunction: Customer Success & Account ManagementSkills: ["Customer relationship management","Independent judgement","Discretion","Communication"]

Remotely manage Premier non-qualified clients by understanding their needs, engaging and retaining them, and activating customers within targeted portfolios. You’ll be the primary point of contact, deliver a world-class customer experience, drive revenue and product alignment, grow long-term profitable relationships, and generate new-to-bank referrals. Leverage analytics-driven triggers and evolving tools to transition clients along the continuum and ensure all activities meet HSBC and regulatory standards.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
4 hours ago

AVP - Premier Financial Consultant (Mumbai, MH, IN, 400063)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Remotely manage Premier non-qualified clients by understanding their needs, engaging and retaining them, and activating customers within targeted portfolios. You’ll be the primary point of contact, deliver a world-class customer experience, drive revenue and product alignment, grow long-term profitable relationships, and generate new-to-bank referrals. Leverage analytics-driven triggers and evolving tools to transition clients along the continuum and ensure all activities meet HSBC and regulatory standards.
Location: Mumbai
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Deliver a consistently excellent customer experience while achieving relevant contact standards and enhancing customer-facing time.
  • •Serve as the primary point of contact for Premier non-qualified, non-named RM managed customers, providing banking services and wealth management support.
  • •Develop and retain customer relationships by engaging in line with market and segment strategy, including activating customers to generate NTB referrals.
  • •Identify customer needs using franchise levels and analytics-driven triggers, making quality referrals and introductions as needed.
  • •Ensure all transactions and sales adhere to HSBC and regulatory standards, while growing profitable long-term relationships and wallet share.

Key Requirements

  • •Minimum Graduation or as required for the role, whichever is higher.
  • •Familiarity with AI-enabled tools is an advantage.
  • •Successfully complete Anti-Money Laundering and Sanctions training and post-course assessment.
  • •Independently manage Premier non-qualified customers through identification of customer needs and opportunities.
  • •Ensure activities, transactions, and sales adhere to HSBC and regulatory standards.
Skills:Customer relationship managementIndependent judgementDiscretionCommunication
Tech Stack: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