Senior Vice President - Relationship Manager, GPB WI (Mumbai, MH, IN, 400001)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Relationship management","Sales","Influencing","Client focus"]

Client-facing Senior VP relationship manager in Private Banking, responsible for acquiring, developing and retaining a portfolio of high-net-worth clients, delivering wealth planning solutions, cross-selling across GMP, GPB, Insurance and Asset Management, and maintaining strong client service and regulatory compliance to grow wallet share.

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FursaFursa
HSBC
HSBC
1 month ago

Senior Vice President - Relationship Manager, GPB WI (Mumbai, MH, IN, 400001)

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Job Summary

Client-facing Senior VP relationship manager in Private Banking, responsible for acquiring, developing and retaining a portfolio of high-net-worth clients, delivering wealth planning solutions, cross-selling across GMP, GPB, Insurance and Asset Management, and maintaining strong client service and regulatory compliance to grow wallet share.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Manager level

Key Responsibilities

  • •Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships
  • •Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
  • •Use tools, information, and delivery channels effectively to deliver the highest levels of client service
  • •Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group
  • •Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients

Key Requirements

  • •Bachelor's degree with relevant experience
  • •Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent
  • •Relationship management experience with high net worth clients
  • •Strong technical skills in wealth management
  • •Strong communication, client focus and influencing skills
Experience:5+ yearsPrivate bankingWealth managementRetail bankingFinancial services
Education:Bachelor's
Skills:CommunicationRelationship managementSalesInfluencingClient focus

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