AVP Premier Relationship Manager-Ludhiana (Noida, UP, IN, 201301)

HSBC
Noida
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Client engagement","Influence","Networking","Integrity","Risk management"]

Own Premier client relationships for HSBC’s International Wealth & Premier Banking team, serving as a single point of contact for HNI customers. Drive profit and growth by developing and expanding Premier portfolios, conducting regular wealth reviews, and cross-selling wealth products. Manage retention and client satisfaction using CRM tools, while ensuring compliance with KYC, AML, and sanctions standards and collaborating with internal teams to maintain balanced risk.

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HSBC
HSBC
16 hours ago

AVP Premier Relationship Manager-Ludhiana (Noida, UP, IN, 201301)

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Last checked: 16 hours agoStatus: Live

Job Summary

Own Premier client relationships for HSBC’s International Wealth & Premier Banking team, serving as a single point of contact for HNI customers. Drive profit and growth by developing and expanding Premier portfolios, conducting regular wealth reviews, and cross-selling wealth products. Manage retention and client satisfaction using CRM tools, while ensuring compliance with KYC, AML, and sanctions standards and collaborating with internal teams to maintain balanced risk.
Location: Noida
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Develop and expand HSBC Premier relationships, maximizing profit and growth of Premier client portfolios.
  • •Conduct regular client reviews to understand needs and recommend suitable products and services, including cross-selling.
  • •Build and maintain strong client relationships to ensure retention and satisfaction using client relationship management tools.
  • •Ensure compliance with HSBC policies including KYC, AML, and sanctions guidelines, and manage operational risk.
  • •Collaborate with internal teams and support training requirements while reporting unusual activities promptly.

Key Requirements

  • •More than 5 years of relevant experience, with demonstrated success in wealth products.
  • •Proven experience managing relationships with high-net-worth clients and delivering wealth reviews.
  • •Strong technical knowledge of wealth management and comprehensive understanding of financial services products and systems.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations.
  • •Proficient in English and local languages; excellent communication and client engagement skills.
Experience:5+ years
Education:Bachelor's
Skills:Client engagementInfluenceNetworkingIntegrityRisk management
Certifications:AMFIIRDANISM XXI ANISM XIII
Languages:English

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