AVP Premier Relationship Manager

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Integrity","Communication","Client engagement","Relationship building","Sales orientation"]

Own and grow Premier Banking relationships with high-net-worth clients as a primary point of contact. Drive retention, wallet-share expansion, and financial target achievement through regular client reviews, need-based selling, and cross-selling of wealth products. Deliver world-class service aligned to Global Premier Service Standards while maintaining compliance with KYC, AML, and sanctions requirements. Collaborate with branch teams and support colleague development in an integrated operating model.

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FursaFursa
HSBC
HSBC
1 day ago

AVP Premier Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 26 minutes agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Own and grow Premier Banking relationships with high-net-worth clients as a primary point of contact. Drive retention, wallet-share expansion, and financial target achievement through regular client reviews, need-based selling, and cross-selling of wealth products. Deliver world-class service aligned to Global Premier Service Standards while maintaining compliance with KYC, AML, and sanctions requirements. Collaborate with branch teams and support colleague development in an integrated operating model.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews, identify opportunities for wealth reviews, and recommend tailored wealth solutions; cross-sell products.
  • •Maintain accurate client information using client relationship management tools and manage a prospect pipeline to increase wallet share.
  • •Ensure compliance with KYC, AML, and sanctions guidelines and manage operational risk; attend mandatory training and report unusual activities as required.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6) with demonstrated success in wealth products.
  • •Proven experience managing relationships with high-net-worth clients and conducting regular client reviews to recommend products and services.
  • •Strong technical skills in wealth management plus comprehensive understanding of financial services products and client relationship management systems.
  • •Valid licenses and accreditations in wealth management as required by local regulations (e.g., AMFI, IRDA, NISM certifications), and completion of required AML/sanctions training.
Experience:3-5 years
Education:Bachelor's
Skills:IntegrityCommunicationClient engagementRelationship buildingSales orientation
Certifications:AMFIIRDANISM XXI ANISM XIII
Languages:EnglishLocal languages
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