AVP Premier Relationship Manager (Kolkata, WB, IN, 700001)

HSBC
Kolkata
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-8 yearsEducation: bachelorsSkills: ["Customer focus","Communication","Influencing","Ownership","Accountability"]

Own and manage a portfolio of Premier (high net-worth) clients, serving as the single point of contact to anticipate needs and provide banking and financial advisory services. Drive growth and achievement of agreed financial targets through relationship development, wealth reviews, and cross-selling. Ensure high-quality customer service aligned to Global Premier Service Standards while meeting lending, sales quality, sanctions, and AML obligations and maintaining accurate CRM data.

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HSBC
HSBC
2 days ago

AVP Premier Relationship Manager (Kolkata, WB, IN, 700001)

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Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Own and manage a portfolio of Premier (high net-worth) clients, serving as the single point of contact to anticipate needs and provide banking and financial advisory services. Drive growth and achievement of agreed financial targets through relationship development, wealth reviews, and cross-selling. Ensure high-quality customer service aligned to Global Premier Service Standards while meeting lending, sales quality, sanctions, and AML obligations and maintaining accurate CRM data.
Location: Kolkata
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own and manage a Premier client portfolio (Total Relationship Value 25 lakhs or more) and maximize growth to achieve plan/metrics.
  • •Conduct regular client reviews to understand needs and deliver wealth solutions through appropriate products and services.
  • •Provide high-quality, client-driven service as a single point of contact, using internal tools and information to drive performance.
  • •Manage lending facilities and ensure sales and operations follow HSBC policies, approval authorities, and sales quality requirements.
  • •Maintain compliance with sanctions and AML requirements, including training completion, monitoring, record keeping, and escalation of control or reputation risks.

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 deep understanding of relevant products and services.
  • •Strong sales orientation, networking, portfolio management, and communication skills.
Experience:5-8 yearsWealth managementHigh net worth
Education:Bachelor's
Skills:Customer focusCommunicationInfluencingOwnershipAccountability

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