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

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Customer engagement","Relationship management","Independent judgement","Discretion","Compliance mindset"]

Remotely manage Premier non-qualified customers, building deeper relationships by identifying needs, using analytics-driven triggers to refer and fulfill requirements, and delivering a consistent, world-class customer experience. Drive revenue and product alignment, retain customers, increase wallet share, generate NTB referrals, and activate targeted portfolios. Ensure all activities and sales meet HSBC and regulatory standards, and refer to experts for tailored wealth management support.

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FursaFursa
HSBC
HSBC
1 day ago

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

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Source: Company careers pageValidated by: Fursa AI
Last checked: 43 minutes agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Remotely manage Premier non-qualified customers, building deeper relationships by identifying needs, using analytics-driven triggers to refer and fulfill requirements, and delivering a consistent, world-class customer experience. Drive revenue and product alignment, retain customers, increase wallet share, generate NTB referrals, and activate targeted portfolios. Ensure all activities and sales meet HSBC and regulatory standards, and refer to experts for tailored wealth management support.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Deliver a consistently excellent customer experience and meet relevant contact standards while enhancing customer-facing time.
  • •Be the primary point of contact for Premier non-qualified, non-named RM managed customers, providing banking services and wealth management support.
  • •Activate customers within targeted segments/portfolios, generate new-to-bank referrals, and retain customers via engagement aligned to market and segment strategy.
  • •Identify customer needs using franchise levels to ensure quality referrals and take ownership of day-to-day servicing.
  • •Ensure transactions and sales adhere to HSBC and regulatory standards, increase wallet share, and refer to teams of experts for tailored wealth management service as appropriate.

Key Requirements

  • •Minimum graduation (or as required for the role, whichever is higher).
  • •Successfully complete Anti-Money Laundering and Sanctions training and post-course assessment.
  • •Experience managing Premier non-qualified customers remotely through needs identification and engagement.
  • •Ability to retain and grow profitable long-term relationships while driving revenue and product alignment.
  • •Ability to ensure all activities, transactions and sales comply with HSBC and regulatory standards.
Experience:Wealth managementPremier bankingRetail banking
Skills:Customer engagementRelationship managementIndependent judgementDiscretionCompliance mindset
Certifications:Anti-Money Laundering trainingSanctions training

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