SPRM (Mumbai, MH, IN, 400049)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityEducation: bachelorsSkills: ["Communication","Client engagement","Influence","Relationship management","Risk management"]

Serve as a key Premier Banking relationship manager for high-net-worth clients, acting as a single point of contact to cultivate and expand HSBC Premier relationships. Drive portfolio growth by meeting financial targets, performing regular wealth reviews, and cross-selling wealth solutions. Maintain strong client relationships and accurate information using relationship management tools. Ensure compliance with KYC, AML, and sanctions, manage operational risk, and support team collaboration and development.

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HSBC
HSBC
19 hours ago

SPRM (Mumbai, MH, IN, 400049)

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

Job Summary

Serve as a key Premier Banking relationship manager for high-net-worth clients, acting as a single point of contact to cultivate and expand HSBC Premier relationships. Drive portfolio growth by meeting financial targets, performing regular wealth reviews, and cross-selling wealth solutions. Maintain strong client relationships and accurate information using relationship management tools. Ensure compliance with KYC, AML, and sanctions, manage operational risk, and support team collaboration and development.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Maximize profit and growth by developing new and existing Premier client relationships.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews to understand needs and recommend products and services, including cross-selling.
  • •Ensure compliance with KYC, AML, and sanctions policies and manage operational risk while meeting sales quality requirements.
  • •Work with colleagues across the business and support team members to deliver operating models and standards.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6).
  • •Proven success managing relationships with high-net-worth clients and achieving wealth/product sales outcomes.
  • •Strong technical knowledge of wealth management and comprehensive understanding of financial services products and client relationship management systems.
  • •Possess valid licenses/accreditations in wealth management as required by local regulations (including completion of required AML and sanctions training).
Experience:Wealth managementHigh-net-worthBankingPremier banking
Education:Bachelor's
Skills:CommunicationClient engagementInfluenceRelationship managementRisk management
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:EnglishLocal languages

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