Universal Banker Leader

HSBC
Delhi
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 5-10 yearsSkills: ["Interpersonal skills","Communication skills","Hands-on approach","Result oriented","Dynamic"]

Lead a branch-based, customer-facing role focused on meeting and greeting customers, providing expert guidance on digital channels, and handling simple servicing queries. Drive lower-risk product sales (including account opening) and use the EDRAS process to discover needs and refer complex cases to specialists. Deliver consistent service excellence, protect the bank via vigilance against fraud and AML/sanctions compliance, and support strong multi-channel customer engagement.

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FursaFursa
HSBC
HSBC
3 days ago

Universal Banker Leader

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Lead a branch-based, customer-facing role focused on meeting and greeting customers, providing expert guidance on digital channels, and handling simple servicing queries. Drive lower-risk product sales (including account opening) and use the EDRAS process to discover needs and refer complex cases to specialists. Deliver consistent service excellence, protect the bank via vigilance against fraud and AML/sanctions compliance, and support strong multi-channel customer engagement.
Location: Delhi
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Manager level

Key Responsibilities

  • •Meet and greet customers on branch entry and provide expert advice on digital channels.
  • •Respond to simple servicing queries and direct customers to appropriate channels.
  • •Acquire new-to-bank customers and support customer needs discovery using EDRAS for referrals.
  • •Deliver service excellence with consistently excellent customer experience and multi-channel engagement.
  • •Support the branch and protect the bank through fraud vigilance, KYC/Knowing your customer, and adherence to regulations/policies while minimizing operational risk.

Key Requirements

  • •Graduate/Postgraduate with a minimum of 5-10 years of experience in the banking industry.
  • •Basic banking industry knowledge.
  • •Strong interpersonal and communication skills.
  • •Hands-on, delivers at pace, and is result-oriented and dynamic.
  • •Must complete Anti-Money Laundering and Sanctions training and pass post-course assessment.
Experience:5-10 yearsBanking
Skills:Interpersonal skillsCommunication skillsHands-on approachResult orientedDynamic
Certifications:Anti-Money Laundering trainingSanctions training
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