Universal Banker (Gurugram, HR, IN, 122002)

HSBC
Gurugram
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2-3 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Organization","Collaboration","Proactivity"]

Deliver HSBC’s branch customer interface for walk-in clients in International Wealth and Premier Banking. Apply TCF principles to move beyond transactions into need-based sales, resolve complaints and escalations, and migrate customers to alternate service channels. Maintain branch hygiene and adhere to operational standards and audit recommendations. Drive KPIs by acquiring customers and cross-selling credit cards, personal loans, and general & wealth insurance, including referrals.

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FursaFursa
HSBC
HSBC
13 hours ago

Universal Banker (Gurugram, HR, IN, 122002)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Deliver HSBC’s branch customer interface for walk-in clients in International Wealth and Premier Banking. Apply TCF principles to move beyond transactions into need-based sales, resolve complaints and escalations, and migrate customers to alternate service channels. Maintain branch hygiene and adhere to operational standards and audit recommendations. Drive KPIs by acquiring customers and cross-selling credit cards, personal loans, and general & wealth insurance, including referrals.
Location: Gurugram
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver branch customer interface functions to achieve customer satisfaction and operational efficiency.
  • •Implement TCF principles to transition from transaction processing to need-based sales.
  • •Maintain branch hygiene standards, including correct display of promotional materials and cleanliness of banking hall and ATMs.
  • •Manage customer complaints and escalations, and migrate customers to alternate delivery channels.
  • •Drive KPIs by acquiring new customers and cross-selling credit card, personal loan, and general & wealth insurance products, including referrals.

Key Requirements

  • •Graduate degree.
  • •2-3 years of experience.
  • •Strong understanding of branch operations and customer service requirements.
  • •Updated knowledge of banking products, systems, and processes.
  • •Awareness of AML risk and adherence to regulatory guidelines, including completing AML & Sanctions training; FEDAI, NISM (Demat), and IRDA certifications preferred/required to be obtained within 3-6 months.
Experience:2-3 years
Education:Bachelor's
Skills:CommunicationInterpersonal skillsOrganizationCollaborationProactivity
Certifications:FEDAINISM (Demat)IRDA
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