AVP Premier Relationship Manager (Kolkata, WB, IN, 700001)

HSBC
Kolkata
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Client-focused","Relationship building","Sales","People management","Communication","Ownership","Responsibility","Accountability"]

Own and manage a portfolio of HSBC Premier clients (high net worth individuals) by serving as the single point of contact, anticipating needs, and providing banking and financial advisory services. Drive growth by developing existing and new relationships, conducting regular wealth reviews, and advising on products to meet long-term goals. Ensure excellent service, maintain accurate client data, and operate in line with lending, sales quality, sanctions, and AML requirements.

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FursaFursa
HSBC
HSBC
2 days ago

AVP Premier Relationship Manager (Kolkata, WB, IN, 700001)

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Last checked: 10 hours agoStatus: Live

Job Summary

Own and manage a portfolio of HSBC Premier clients (high net worth individuals) by serving as the single point of contact, anticipating needs, and providing banking and financial advisory services. Drive growth by developing existing and new relationships, conducting regular wealth reviews, and advising on products to meet long-term goals. Ensure excellent service, maintain accurate client data, and operate in line with lending, sales quality, sanctions, and AML requirements.
Location: Kolkata
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Own the client relationship and manage a Premier client portfolio with total relationship balance of 25 lakhs or more.
  • •Maximize profit and achieve growth and financial targets through development of existing and new relationships.
  • •Conduct regular reviews to understand current and long-term needs and advise on appropriate products and services.
  • •Maintain high standards of client service by analyzing client portfolios, monitoring satisfaction data, and implementing improvements.
  • •Ensure compliance with lending guidelines, sales process requirements, sanctions, AML policies, and required training; monitor and escalate risks and unusual activity as needed.

Key Requirements

  • •Excellent sales and people management skills.
  • •Client-driven approach with strong focus on quality of service.
  • •Strong interpersonal communication skills and a strong sense of ownership, responsibility, and accountability.
  • •Excellent understanding of financial planning and wealth management, and ability to understand client needs.
  • •Knowledge of compliance requirements, including sanctions and anti-money laundering (AML) policies, and ability to complete required training.
Experience:Wealth managementHigh net worthBankingPersonal banking
Skills:Client-focusedRelationship buildingSalesPeople managementCommunicationOwnershipResponsibilityAccountability

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