AVP Premier Relationship Manager (New Delhi, National Capital Territory, IN, 110001)

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

Own and grow a portfolio of HSBC Premier (high net worth) clients by serving as a single point of contact for their banking and wealth advisory needs. Drive revenue and growth targets through relationship management, regular wealth reviews, cross-selling, and effective use of client data/CRM tools. Ensure Premier service quality, meet lending and regulatory standards, and manage operational risk with strong controls, AML/sanctions compliance, and appropriate escalation.

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FursaFursa
HSBC
HSBC
2 days ago

AVP Premier Relationship Manager (New Delhi, National Capital Territory, IN, 110001)

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Last checked: 6 hours agoStatus: Live

Job Summary

Own and grow a portfolio of HSBC Premier (high net worth) clients by serving as a single point of contact for their banking and wealth advisory needs. Drive revenue and growth targets through relationship management, regular wealth reviews, cross-selling, and effective use of client data/CRM tools. Ensure Premier service quality, meet lending and regulatory standards, and manage operational risk with strong controls, AML/sanctions compliance, and appropriate escalation.
Location: Delhi
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 balances of 25 lakh or more.
  • •Maximize growth and achieve agreed financial targets through development of existing and new relationships.
  • •Deliver regular wealth reviews, recommend appropriate products/services, and close sales while meeting Premier service standards.
  • •Maintain high-quality client service by analyzing portfolios, monitoring client satisfaction data, and implementing improvements.
  • •Ensure compliance with lending guidelines, sanctions/AML policies, training requirements, and internal controls, escalating issues when needed.

Key Requirements

  • •Bachelor’s degree with relevant experience.
  • •Minimum 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 a sound understanding of financial services products.
  • •Strong communication, client focus, influencing, and influencing/accountability mindset with portfolio management skills.
Experience:5-8 years
Education:Bachelor's
Skills:Client focusInfluencingSales orientationOwnershipAccountability

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