Assistant Vice President Premier Relationship Manager (Kolkata, WB, IN, 700029)

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

Own and grow a Premier/HNW client portfolio by serving as a single point of contact, anticipating needs, and delivering banking and wealth solutions. Drive revenue and growth through relationship development, regular client wealth reviews, and cross-selling relevant products and services. Maintain high service quality to Global Premier Service Standards, manage operational and compliance responsibilities (including AML/sanctions training), and use client relationship management tools to keep records accurate.

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FursaFursa
HSBC
HSBC
4 weeks ago

Assistant Vice President Premier Relationship Manager (Kolkata, WB, IN, 700029)

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Last checked: 54 minutes agoStatus: Live

Job Summary

Own and grow a Premier/HNW client portfolio by serving as a single point of contact, anticipating needs, and delivering banking and wealth solutions. Drive revenue and growth through relationship development, regular client wealth reviews, and cross-selling relevant products and services. Maintain high service quality to Global Premier Service Standards, manage operational and compliance responsibilities (including AML/sanctions training), and use client relationship management tools to keep records accurate.
Location: Kolkata
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Maximize profit and achieve growth targets for the Premier client portfolio through development of existing and new relationships.
  • •Conduct regular reviews to understand clients’ current and long-term needs and advise on products and services to help them achieve goals.
  • •Use tools and client information systems to drive client service delivery and keep Client Relationship Management data complete and up to date.
  • •Monitor daily sales activity information and coach the wider Branch team in support of business goals.
  • •Ensure operational effectiveness and compliance with lending guidelines, sanctions, and Anti-Money Laundering requirements, including completing required training and reporting 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 solid understanding of financial services products.
  • •Clear ability to communicate in English and local languages, with client focus and influencing skills.
Experience:5-8 yearsWealth managementHigh net worthFinancial servicesBanking
Education:Bachelor's
Skills:Client focusSales orientationInfluencingOwnershipCommunication
Certifications:IRDAAMFI
Languages:EnglishLocal languages

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