AVP Senior Premier Relationship Manager (Mumbai, MH, IN, 400025)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Influence","Integrity","Client engagement","Risk management"]

Serve as a single point of contact for HSBC Premier/HNI clients, building and expanding relationships to achieve targets and maximize profit and growth. Conduct regular client reviews and recommend tailored banking and wealth solutions, including cross-selling products. Maintain accurate client information via relationship management tools, ensure exceptional service aligned to Global Premier Service Standards, and uphold compliance requirements (KYC, AML, sanctions) while managing operational risk.

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FursaFursa
HSBC
HSBC
20 hours ago

AVP Senior Premier Relationship Manager (Mumbai, MH, IN, 400025)

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Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a single point of contact for HSBC Premier/HNI clients, building and expanding relationships to achieve targets and maximize profit and growth. Conduct regular client reviews and recommend tailored banking and wealth solutions, including cross-selling products. Maintain accurate client information via relationship management tools, ensure exceptional service aligned to Global Premier Service Standards, and uphold compliance requirements (KYC, AML, sanctions) while managing operational risk.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Maximize profit and growth by developing new and existing Premier client relationships and achieving financial targets through client engagement.
  • •Conduct regular client reviews and provide tailored banking and wealth solutions, including cross-selling products.
  • •Build and maintain Premier/HNI client relationships to ensure retention and satisfaction, using relationship management tools to keep client information accurate.
  • •Increase wallet share and manage a prospect pipeline effectively, collaborating with colleagues across the business to meet standards and performance measures.
  • •Ensure compliance with HSBC policies (KYC, AML, sanctions), manage operational risk, attend mandatory training, and report unusual activities.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6).
  • •Proven experience managing relationships with high-net-worth clients and achieving sales/client targets.
  • •Strong wealth management expertise and technical knowledge of wealth products and financial services.
  • •Valid licenses/accreditations in wealth management required by local regulations (plus completion of required AML and sanctions training).
Experience:3-5 years
Education:Bachelor's
Skills:CommunicationInfluenceIntegrityClient engagementRisk management
Certifications:AMFIIRDANISM XXI ANISM XIII
Languages:EnglishLocal languages
Tech Stack:AI-enabled toolsClient relationship management systems

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