AVP Premier Relationship Manager (Gurugram, HR, IN, 122002)

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

Own and grow a Premier (high net worth) client portfolio by serving as a single point of contact and delivering banking and financial advisory aligned to Global Premier Service Standards. Drive revenue and profit through existing/new relationship development, regular wealth reviews, and cross-selling of Premier products and wealth solutions. Maintain accurate client relationship management data and ensure compliance with lending guidelines, sanctions, and anti-money laundering obligations.

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FursaFursa
HSBC
HSBC
3 days ago

AVP Premier Relationship Manager (Gurugram, HR, IN, 122002)

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Last checked: 7 hours agoStatus: Live

Job Summary

Own and grow a Premier (high net worth) client portfolio by serving as a single point of contact and delivering banking and financial advisory aligned to Global Premier Service Standards. Drive revenue and profit through existing/new relationship development, regular wealth reviews, and cross-selling of Premier products and wealth solutions. Maintain accurate client relationship management data and ensure compliance with lending guidelines, sanctions, and anti-money laundering obligations.
Location: Gurugram
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own and manage a Premier client portfolio with Total Relationship Value of 25 lakhs or more.
  • •Maximize growth and achieve agreed financial targets through relationship development and sales closure.
  • •Conduct regular client reviews to understand current and long-term needs and advise on suitable products and services.
  • •Use internal tools and client data effectively to drive service delivery, performance, and portfolio improvements.
  • •Operate in compliance with lending guidelines and HSBC policies, including sanctions and anti-money laundering training and escalation requirements.

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 relevant financial services products.
  • •Strong communication, client focus, influencing, and influencing/networking skills.
Experience:5-8 yearsHigh net worthWealth managementFinancial services
Education:Bachelor's
Skills:Client focusInfluencingSales orientationNetworkingOwnership
Tech Stack:Client relationship management system

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