Universal Banker Leader (Mumbai, MH, IN, 400092)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 4+ yearsEducation: bachelorsSkills: ["Customer service"]

Serve as a branch-based customer-facing banking role within International Wealth & Premier Banking. Meet and greet customers on branch entry, provide expert advice on digital channels, resolve simple servicing queries, and refer to appropriate teams. Conduct lower-risk product sales (including account opening) using the EDRAS process to discover needs and support multi-channel engagement, while protecting the bank by managing fraud, KYC, and regulatory/operational risk.

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FursaFursa
HSBC
HSBC
3 days ago

Universal Banker Leader (Mumbai, MH, IN, 400092)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as a branch-based customer-facing banking role within International Wealth & Premier Banking. Meet and greet customers on branch entry, provide expert advice on digital channels, resolve simple servicing queries, and refer to appropriate teams. Conduct lower-risk product sales (including account opening) using the EDRAS process to discover needs and support multi-channel engagement, while protecting the bank by managing fraud, KYC, and regulatory/operational risk.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage and discover customer needs upon branch entry.
  • •Acquire new-to-bank customers.
  • •Deliver service excellence and provide expert advice on digital channels.
  • •Promote multi-channel engagement and support branch operations.
  • •Perform vigilance against fraud and adhere to KYC, regulations/policies, and minimize operational risk.

Key Requirements

  • •Graduate in any stream.
  • •4 years+ experience in a sales/service role in a bank.
  • •Should have completed 12 months in the current role (internal).
  • •Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment.
  • •Familiarity with AI-enabled tools is an advantage.
Experience:4+ yearsBanking
Education:Bachelor's
Skills:Customer service
Certifications:Anti-Money Laundering training
Tech Stack:EDRAS

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