AVP Premier Relationship Manager (Coimbatore, TN, IN, 641018)

HSBC
Coimbatore
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-7 yearsEducation: bachelorsSkills: ["Relationship management","Client review","Regulatory compliance","Independent judgement","Stakeholder management"]

Build and grow HSBC Premier Banking relationships with high-net-worth individuals as a single point of contact. Deliver agreed financial targets through relationship management and consistent service, conduct regular client reviews, and recommend wealth solutions aligned to customer goals. Manage prospect pipelines, maintain accurate client data, and embed KYC, AML, and sanctions controls while partnering with Compliance, Credit, and Risk to support balanced outcomes.

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HSBC
HSBC
4 days ago

AVP Premier Relationship Manager (Coimbatore, TN, IN, 641018)

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Last checked: 5 hours agoStatus: Live

Job Summary

Build and grow HSBC Premier Banking relationships with high-net-worth individuals as a single point of contact. Deliver agreed financial targets through relationship management and consistent service, conduct regular client reviews, and recommend wealth solutions aligned to customer goals. Manage prospect pipelines, maintain accurate client data, and embed KYC, AML, and sanctions controls while partnering with Compliance, Credit, and Risk to support balanced outcomes.
Location: Coimbatore
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Grow profit and portfolio value across Premier client relationships through new and existing business.
  • •Deliver financial targets through 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 customer goals.
  • •Maintain accurate client information using client relationship management tools and apply KYC/AML/sanctions controls alongside sales quality requirements.

Key Requirements

  • •Graduate or post graduate (any discipline) with 4–7 years of relevant experience.
  • •Substantial experience as a Relationship Manager in 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.
  • •Required local regulatory licences and accreditations for wealth management (or equivalent experience), including AMFI IRDA NISM XXI A (PMS Certification) and NISM XIII (SIF Certification) or equivalent where required.
Experience:4-7 yearsWealth managementPremier BankingRetail bankingHigh-net-worth clientsHNI
Education:Bachelor's
Skills:Relationship managementClient reviewRegulatory complianceIndependent judgementStakeholder management
Certifications:AMFI IRDA NISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Tech Stack:Client relationship management

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