Relationship Analyst - Global Banking

HSBC
Bengaluru
Full timeFunction: Banking, Lending & CreditEducation: mastersSkills: ["Interpersonal skills","Attention to detail","Multitasking","Teamwork","Work ethic"]

Support priority clients by preparing strategic reviews, pitch decks, and tailored materials with relationship managers and product partners. Analyze client portfolios against plan, including returns by product, region, and sector, and help coordinate deal execution with internal teams (credit, risk, onboarding). Manage client documents such as NDAs and ISDAs, contribute thought leadership for revenue origination, and apply data/analytics fundamentals to support day-to-day work while maintaining compliance.

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FursaFursa
HSBC
HSBC
1 day ago

Relationship Analyst - Global Banking

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support priority clients by preparing strategic reviews, pitch decks, and tailored materials with relationship managers and product partners. Analyze client portfolios against plan, including returns by product, region, and sector, and help coordinate deal execution with internal teams (credit, risk, onboarding). Manage client documents such as NDAs and ISDAs, contribute thought leadership for revenue origination, and apply data/analytics fundamentals to support day-to-day work while maintaining compliance.
Location: Bengaluru
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Conduct client strategic reviews for priority clients, coordinating discussions with product partners to drive follow-ups and the client plan.
  • •Create pitch decks, one-pagers, and tailored content for client meetings with relationship managers.
  • •Support deal work by assessing client needs, using internal deal profitability tools, and coordinating with internal teams to enable deal execution.
  • •Prepare portfolio analysis focused on returns vs plan, breaking down performance by products, regions, and sectors for senior management.
  • •Negotiate client documents (e.g., NDAs, ISDAs, GMRAs) with legal, treasury, and risk partners and create thought leadership materials to support origination.

Key Requirements

  • •MBA and/or CA qualifications, including Big 4 experience (EY, PwC, Deloitte, KPMG).
  • •Excellent quantitative and analytical skills to support portfolio analysis and client insights.
  • •Strong interpersonal skills and the ability to build relationships in a matrix management structure with global teams.
  • •Highly proficient in Excel, PowerPoint, and Word.
  • •Strong attention to detail with the ability to multitask and thrive under pressure.
Experience:BankingFinancial services
Education:Master's
Skills:Interpersonal skillsAttention to detailMultitaskingTeamworkWork ethic
Certifications:CA
Tech Stack:ExcelPowerPointWord

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