AVP Premier Relationship Manager (Chennai, TN, IN, 600086)

HSBC
Chennai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-7 yearsSkills: ["Relationship management","Client review and needs assessment","Regulatory compliance","Independent judgement","Stakeholder management"]

Build and grow HSBC Premier Banking relationships with high-net-worth (HNI) customers as a single point of contact, delivering comprehensive banking support and financial advisory aligned to customer needs. Drive profit and portfolio value by meeting financial targets, conducting regular client reviews, and identifying wealth review opportunities. Maintain accurate client data using CRM tools while embedding KYC, AML, and sanctions controls and collaborating with Compliance, Credit, Risk, and Internal Control teams.

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FursaFursa
HSBC
HSBC
4 hours ago

AVP Premier Relationship Manager (Chennai, TN, IN, 600086)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build and grow HSBC Premier Banking relationships with high-net-worth (HNI) customers as a single point of contact, delivering comprehensive banking support and financial advisory aligned to customer needs. Drive profit and portfolio value by meeting financial targets, conducting regular client reviews, and identifying wealth review opportunities. Maintain accurate client data using CRM tools while embedding KYC, AML, and sanctions controls and collaborating with Compliance, Credit, Risk, and Internal Control teams.
Location: Chennai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Grow profit and portfolio value across Premier client relationships through new and existing business.
  • •Deliver agreed financial targets through effective relationship management and consistent service delivery.
  • •Conduct regular client reviews to understand needs and recommend suitable products and services.
  • •Identify wealth review opportunities and provide tailored wealth solutions aligned to customer goals.
  • •Embed HSBC policies and controls including KYC, AML, and sanctions alongside sales quality requirements.

Key Requirements

  • •Graduate/Post Graduate in any discipline with 4-7 years of relevant experience.
  • •Substantial experience as a Relationship Manager within the Retail or Premier Banking segment.
  • •Proven outcomes in wealth products, including a record of meeting portfolio and revenue goals.
  • •Strong wealth management technical knowledge to recommend suitable products and advice.
  • •Relevant local regulatory licences/accreditations (AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification)) or equivalent demonstrable experience where required by the market.
Experience:4-7 yearsRetail bankingPremier bankingWealth managementHigh-net-worth (HNI)Client relationship management
Skills:Relationship managementClient review and needs assessmentRegulatory complianceIndependent judgementStakeholder management
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Tech Stack:Client relationship management (CRM) 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