AVP Premier Relationship Manager (Chandigarh, PB, IN, 160009)

HSBC
Chandigarh
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-8 yearsEducation: bachelorsSkills: ["Client focus","Communication","Influencing","Sales orientation","Ownership"]

Own and manage a Premier (high net worth) client portfolio, serving as the single point of contact for relationships and delivering required banking and financial advisory services. Grow and retain clients by setting contact strategies, performing regular reviews, and identifying opportunities for wealth reviews and wealth solutions. Ensure compliant lending, sanctions/AML controls, and high standards of service while using internal tools and client relationship management data to drive performance.

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FursaFursa
HSBC
HSBC
11 hours ago

AVP Premier Relationship Manager (Chandigarh, PB, IN, 160009)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Own and manage a Premier (high net worth) client portfolio, serving as the single point of contact for relationships and delivering required banking and financial advisory services. Grow and retain clients by setting contact strategies, performing regular reviews, and identifying opportunities for wealth reviews and wealth solutions. Ensure compliant lending, sanctions/AML controls, and high standards of service while using internal tools and client relationship management data to drive performance.
Location: Chandigarh
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Act as the single point of contact for Premier customers and own the client relationship.
  • •Maximize growth and achieve financial targets through development of existing and new relationships.
  • •Complete regular client reviews to understand needs and advise on appropriate products and services to achieve closure of sales.
  • •Maintain and update client relationship management data and use internal tools to drive client service delivery and performance.
  • •Ensure compliance with lending guidelines and sanctions and anti-money laundering (AML) policies, including required training and escalation of control issues.

Key Requirements

  • •Bachelor's degree with relevant experience.
  • •5-8 years of relationship management experience with high net worth clients.
  • •Evidence of strong sales results in insurance and investment products.
  • •Strong technical skills in wealth management and sound knowledge of financial services products and services.
  • •Strong communication, client focus, influencing, and influencing/networking skills.
Experience:5-8 yearsHigh net worthWealth managementFinancial servicesInsuranceInvestment products
Education:Bachelor's
Skills:Client focusCommunicationInfluencingSales orientationOwnership

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