Assistant Manager Corporate Employer Banker, Mobile Sales Force (Mumbai, MH, IN, 400063)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2-5 yearsEducation: bachelorsSkills: ["Customer relations","Service delivery","Complaint handling","Risk management","Independent judgment"]

Source new corporate accounts from the existing base and drive New-to-Bank (NTB) acquisition and cross-sell targets for loans, cards, and Premier referrals. Execute marketing events in catchments, maintain CRM and reporting (call reports/MIS), and resolve CEP complaints timely while ensuring fair outcomes. Own AML/KYC compliance, internal work process adherence, risk controls, and timely handling of audit/regulatory findings.

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FursaFursa
HSBC
HSBC
4 days ago

Assistant Manager Corporate Employer Banker, Mobile Sales Force (Mumbai, MH, IN, 400063)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Source new corporate accounts from the existing base and drive New-to-Bank (NTB) acquisition and cross-sell targets for loans, cards, and Premier referrals. Execute marketing events in catchments, maintain CRM and reporting (call reports/MIS), and resolve CEP complaints timely while ensuring fair outcomes. Own AML/KYC compliance, internal work process adherence, risk controls, and timely handling of audit/regulatory findings.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Source new accounts from NTB from the existing corporate base and meet NTB targets.
  • •Cross-sell bank asset products including Home Loans (via referral), Personal Loans, Cards, and Premier (referral).
  • •Ensure AML/KYC compliance and proper documentation, including compliance with relevant AML regulations and global standards.
  • •Execute marketing events and promotions in catchments to generate business, working with support departments such as India Management Market (INM MKT).
  • •Maintain call reports and MIS, and respond to CEP complaints timely while minimizing complaint docking and high-risk complaints.

Key Requirements

  • •Minimum Graduation (or higher as required for the role).
  • •2 to 5 years of relevant retail banking and wealth management experience, preferably corporate employee/salary banking acquisition.
  • •Demonstrated ability to deliver NTB acquisition and cross-sell targets (Personal Loans, Cards, Home Loans via referral, Premier referral).
  • •Working knowledge of AML/KYC requirements, documentation standards, and complaint/service request handling within defined TATs.
  • •Proficiency in CRM and reporting tools (CRMS, call reports, Management Information System) with disciplined lead and pipeline management.
Experience:2-5 yearsRetail bankingWealth management
Education:Bachelor's
Skills:Customer relationsService deliveryComplaint handlingRisk managementIndependent judgment
Tech Stack:CRMCRMSCall reportsManagement Information System (MIS)Pipeline management

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