Senior Premier Relationship Manager (Mumbai, MH, IN, 400092)

HSBC
Mumbai
Full timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Client engagement","Communication","Integrity","Risk management","Influence"]

Serve as a single point of contact for HSBC Premier customers, cultivating and expanding high-net-worth relationships to drive profit, growth, and achievement of financial targets. Lead regular client reviews, identify wealth opportunities, and cross-sell appropriate banking and wealth management solutions using Premier service standards. Ensure strong client retention, maintain accurate client information, and uphold regulatory requirements including KYC, AML, and sanctions.

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FursaFursa
HSBC
HSBC
1 day ago

Senior Premier Relationship Manager (Mumbai, MH, IN, 400092)

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

Job Summary

Serve as a single point of contact for HSBC Premier customers, cultivating and expanding high-net-worth relationships to drive profit, growth, and achievement of financial targets. Lead regular client reviews, identify wealth opportunities, and cross-sell appropriate banking and wealth management solutions using Premier service standards. Ensure strong client retention, maintain accurate client information, and uphold regulatory requirements including KYC, AML, and sanctions.
Location: Mumbai
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Maximize profit and growth by developing new and existing Premier client relationships.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews, identify wealth opportunities, and recommend tailored products and services (including cross-selling).
  • •Build and maintain strong client relationships for retention and satisfaction using relationship management tools.
  • •Ensure compliance with KYC, AML, and sanctions guidelines and manage operational risk while supporting mandatory training requirements.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6).
  • •Demonstrated success in wealth products and proven experience managing high-net-worth client relationships.
  • •Strong technical wealth management skills and comprehensive product knowledge across financial services.
  • •Possess required licences/accreditations in wealth management as required by local regulations.
Experience:3-5 yearsWealth managementHigh-net-worth clients
Education:Bachelor's
Skills:Client engagementCommunicationIntegrityRisk managementInfluence
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:English
Tech Stack:AI-enabled toolsClient relationship management systems

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