Client Relationship Support (Kolkata, WB, IN, 700001)

HSBC
Kolkata
Workplace: OnsiteFull timeFunction: Product ManagementExperience: 8+ yearsSkills: ["Client orientation","Attention to detail","Integrity","Self-motivation"]

Provide dedicated client relationship support within the HSBC Private Banking India team, acting as a point of contact for high-value clients—especially in the absence of the PB Relationship Manager. Support PB Relationship Managers in achieving income plans and client-facing targets, manage the service proposition, and oversee wealth management system processing. Ensure accurate KYC/non-KYC handling, audit/compliance for client requests, and maintain operational control and AML/sanctions vigilance.

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FursaFursa
HSBC
HSBC
1 day ago

Client Relationship Support (Kolkata, WB, IN, 700001)

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide dedicated client relationship support within the HSBC Private Banking India team, acting as a point of contact for high-value clients—especially in the absence of the PB Relationship Manager. Support PB Relationship Managers in achieving income plans and client-facing targets, manage the service proposition, and oversee wealth management system processing. Ensure accurate KYC/non-KYC handling, audit/compliance for client requests, and maintain operational control and AML/sanctions vigilance.
Location: Kolkata
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Provide point-of-contact support for PB clients and manage daily client interactions in the absence of the PB Relationship Manager.
  • •Support PB Relationship Managers to achieve AOP sales targets, including acquisition, cross sales, retention, and growth of portfolios.
  • •Manage the service proposition and back-office operations for PB clients, including processing client requests.
  • •Ensure 100% accuracy on KYC/non-KYC documentation and reconcile all entries captured in WMS.
  • •Maintain AML/sanctions compliance by monitoring risk indicators, completing required training, and reporting unusual activity as required.

Key Requirements

  • •8+ years’ experience in banking products, systems, and processes.
  • •Exceptional, updated knowledge of banking products, wealth and retail services.
  • •Strong client orientation and ability to overachieve on goals and targets.
  • •Minimum Graduation and successful completion of required Anti-Money Laundering (AML) and Sanctions training.
  • •Ability to exercise independent judgment and accountability in planning, organizing, and delivering outcomes.
Experience:8+ yearsBanking
Skills:Client orientationAttention to detailIntegritySelf-motivation
Tech Stack:Wealth Management System (WMS)

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