AVP Premier Relationship Manager (New Delhi, National Capital Territory, IN, 110001)

HSBC
Delhi
Full timeFunction: Customer Success & Account ManagementExperience: 5-8 yearsEducation: bachelorsSkills: ["Ownership","Client focus","Communication","Influencing","Accountability"]

Own and manage a Premier client portfolio (high net worth individuals) by delivering high-quality service, facilitating wealth reviews, and recommending suitable banking, lending, and wealth solutions. Drive growth by achieving financial targets through new and existing relationship development, effective use of client data and tools, and structured client contact strategies. Ensure compliance with relevant regulations, sanctions, and anti-money laundering policies while maintaining risk controls and escalating issues appropriately.

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FursaFursa
HSBC
HSBC
2 days ago

AVP Premier Relationship Manager (New Delhi, National Capital Territory, IN, 110001)

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Last checked: 6 hours agoStatus: Live

Job Summary

Own and manage a Premier client portfolio (high net worth individuals) by delivering high-quality service, facilitating wealth reviews, and recommending suitable banking, lending, and wealth solutions. Drive growth by achieving financial targets through new and existing relationship development, effective use of client data and tools, and structured client contact strategies. Ensure compliance with relevant regulations, sanctions, and anti-money laundering policies while maintaining risk controls and escalating issues appropriately.
Location: Delhi
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own and manage a Premier client portfolio with total relationship balances of 25 lakhs or more.
  • •Drive growth by achieving financial targets through development of existing and new relationships.
  • •Conduct regular reviews to understand current and long-term needs and advise on appropriate products and services.
  • •Use internal tools and client data to deliver service performance, maintain complete client information, and monitor client satisfaction.
  • •Ensure compliance with lending guidelines, sanctions, and anti-money laundering policies, manage operational risk, and escalate control issues and reputation risks as required.

Key Requirements

  • •Bachelor’s degree with relevant experience.
  • •5-8 years of relationship management experience with high net worth clients.
  • •Evidence of strong sales results in insurance and investment products.
  • •Strong technical skills in wealth management and sound knowledge of financial services products.
  • •Strong communication, influencing, client focus, and portfolio management skills.
Experience:5-8 yearsHigh net worthWealth managementFinancial servicesBanking
Education:Bachelor's
Skills:OwnershipClient focusCommunicationInfluencingAccountability
Tech Stack:Client relationship management system

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