AVP - Premier Financial Consultant (Mumbai, MH, IN, 400063)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Independent judgement","Discretion","Decision-making","Customer relationship management","Stakeholder management"]

Remotely manage Premier non-qualified customers within International Wealth and Premier Banking, delivering a world-class customer experience and deep, lasting relationships. Identify customer needs and opportunities using analytics-driven triggers, refer and fulfill wealth management needs, and activate and retain clients to grow wallet share and generate NTB referrals. Ensure activities and transactions meet HSBC and regulatory standards while using evolving tools to communicate effectively.

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FursaFursa
HSBC
HSBC
4 hours ago

AVP - Premier Financial Consultant (Mumbai, MH, IN, 400063)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Remotely manage Premier non-qualified customers within International Wealth and Premier Banking, delivering a world-class customer experience and deep, lasting relationships. Identify customer needs and opportunities using analytics-driven triggers, refer and fulfill wealth management needs, and activate and retain clients to grow wallet share and generate NTB referrals. Ensure activities and transactions meet HSBC and regulatory standards while using evolving tools to communicate effectively.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Remotely manage Premier non-qualified customers by developing, engaging, retaining, and activating clients through identifying needs and opportunities.
  • •Provide customer service and wealth management support as the primary point of contact for Premier non-qualified, non-named RM managed customers.
  • •Increase wallet share by delivering tailored wealth management services, referring to experts as appropriate, and transitioning customers up the client continuum.
  • •Retain existing customers through engagement aligned with market and segment strategy and generate NTB referrals.
  • •Ensure all activities, transactions, and sales adhere to HSBC and regulatory standards while maintaining profitable long-term relationships.

Key Requirements

  • •Minimum Graduation or as required for the role, whichever is higher.
  • •Familiarity with AI-enabled tools is an advantage.
  • •Successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
  • •Exercise professional duties with independent judgement, discretion, and decision-making authority as applicable.
  • •Represent the organization with internal and external stakeholders and take accountability for delivery outcomes.
Education:Bachelor's
Skills:Independent judgementDiscretionDecision-makingCustomer relationship managementStakeholder management
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