AVP Senior Premier Relationship Manager (Mumbai, MH, IN, 400001)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Integrity","Client engagement","Communication","Influence","Risk awareness"]

Lead HSBC Premier relationships for high-net-worth clients, serving as a single point of contact to cultivate and expand client portfolios. Drive profit and growth by meeting financial targets, conducting regular client reviews, and cross-selling wealth solutions. Use relationship management tools to keep client information accurate, support retention and satisfaction, and ensure operational excellence through adherence to KYC, AML, sanctions, and sales quality standards.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
2 days ago

AVP Senior Premier Relationship Manager (Mumbai, MH, IN, 400001)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Lead HSBC Premier relationships for high-net-worth clients, serving as a single point of contact to cultivate and expand client portfolios. Drive profit and growth by meeting financial targets, conducting regular client reviews, and cross-selling wealth solutions. Use relationship management tools to keep client information accurate, support retention and satisfaction, and ensure operational excellence through adherence to KYC, AML, sanctions, and sales quality standards.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Cultivate and expand HSBC Premier relationships for high-net-worth clients, aligning with business targets and strategic plans.
  • •Maximize profit and growth of Premier client portfolios by developing new and existing relationships and achieving financial targets.
  • •Conduct regular client reviews to understand needs, recommend suitable products and services, and cross-sell.
  • •Maintain strong client relationships for retention and satisfaction using relationship management tools to keep client information accurate and up to date.
  • •Ensure compliance with KYC, AML, and sanctions guidelines; manage operational risk and meet sales quality requirements, including completing mandatory training.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6).
  • •Demonstrated success in wealth products and experience managing relationships with high-net-worth clients.
  • •Strong technical expertise in wealth management and comprehensive product/service knowledge.
  • •Proficient communication skills in client engagement, plus possession of valid licences/accreditations required by local regulations.
Experience:3-5 yearsWealth managementHigh-net-worthFinancial servicesBanking
Education:Bachelor's
Skills:IntegrityClient engagementCommunicationInfluenceRisk awareness
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
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