Sr. Associate Corporate Employer Banker, MSF (Mumbai, MH, IN, 400063)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2-5 yearsEducation: bachelorsSkills: ["Integrity","Transparency","Customer focus","Risk awareness","Independent judgement"]

Source new-to-bank accounts from existing corporate base and drive NTB acquisition targets. Cross-sell retail asset products including home loans via referral, personal loans, cards, and Premier referrals. Ensure strict AML/KYC compliance and timely handling of corporate employee programme (CEP) complaints. Execute local marketing events, maintain call reports and MIS/CRM data, and support internal work processes and internal control standards while delivering fair customer outcomes.

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FursaFursa
HSBC
HSBC
4 days ago

Sr. Associate Corporate Employer Banker, MSF (Mumbai, MH, IN, 400063)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Source new-to-bank accounts from existing corporate base and drive NTB acquisition targets. Cross-sell retail asset products including home loans via referral, personal loans, cards, and Premier referrals. Ensure strict AML/KYC compliance and timely handling of corporate employee programme (CEP) complaints. Execute local marketing events, maintain call reports and MIS/CRM data, and support internal work processes and internal control standards while delivering fair customer outcomes.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Source new accounts from NTB (New to Bank) from the existing corporate base and deliver on NTB acquisition targets.
  • •Cross-sell asset products including home loans via referral, personal loans, cards, and Premier via referral.
  • •Ensure AML/KYC norms are complied with at all times and comply with relevant AML regulations and global standards.
  • •Execute marketing events and promotions in catchments to generate business, in conjunction with India Management Market (INM MKT) support departments.
  • •Maintain call reports and Management Information System (MIS) as required, respond to CEP complaints timely, and ensure timely closure with minimized docking/high-risk complaints.

Key Requirements

  • •2–5 years of relevant experience in Retail Banking and Wealth Management, including retail banking sales and service and preferably corporate employee/salary banking acquisition.
  • •Ability to deliver NTB (New to Bank) acquisition and cross-sell targets for products such as personal loans, cards, home loans via referral, and Premier referrals.
  • •Working knowledge of AML/KYC requirements, documentation standards, and complaint/service request handling within defined turnaround times (TAT).
  • •Proficiency in Customer Relationship Management (CRM) and reporting (e.g., CRMS, call reports, and MIS) with disciplined lead and pipeline management.
  • •Minimum graduation (or as required for the role, whichever is higher).
Experience:2-5 yearsRetail bankingWealth managementCorporate banking
Education:Bachelor's
Skills:IntegrityTransparencyCustomer focusRisk awarenessIndependent judgement
Tech Stack:CRMCRMSCall reportsManagement Information System (MIS)Internal Work Processes (IWP)

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