AVP Premier Relationship Manager (Chennai, TN, IN, 600086)

HSBC
Chennai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-7 yearsSkills: ["Relationship building","Client advisory","Record keeping","Regulatory compliance","Independent judgment"]

Build and grow HSBC Premier Banking relationships with high-net-worth clients as a single point of contact. Drive profit and portfolio growth through disciplined relationship management, deliver agreed financial targets, and run regular client reviews to recommend wealth products and tailored solutions. Maintain accurate client records using CRM tools, manage a prospect pipeline, and embed KYC/AML/sanctions controls while collaborating with Compliance, Credit, Risk, and Internal Control teams for balanced outcomes.

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HSBC
HSBC
4 hours ago

AVP Premier Relationship Manager (Chennai, TN, IN, 600086)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build and grow HSBC Premier Banking relationships with high-net-worth clients as a single point of contact. Drive profit and portfolio growth through disciplined relationship management, deliver agreed financial targets, and run regular client reviews to recommend wealth products and tailored solutions. Maintain accurate client records using CRM tools, manage a prospect pipeline, and embed KYC/AML/sanctions controls while collaborating with Compliance, Credit, Risk, and Internal Control teams for balanced outcomes.
Location: Chennai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Grow profit and portfolio value across Premier client relationships through new and existing business
  • •Deliver agreed financial targets through effective relationship management and consistent service delivery
  • •Conduct regular client reviews to understand needs and recommend suitable products and services
  • •Identify wealth review opportunities and provide tailored wealth solutions aligned to customer goals
  • •Embed HSBC policies and controls including KYC, AML and sanctions alongside sales quality requirements

Key Requirements

  • •4-7 years of relevant experience, with Graduate/Post Graduate education in any discipline
  • •Substantial experience as a Relationship Manager in Retail or Premier Banking
  • •Proven outcomes in wealth products with a record of meeting portfolio and revenue goals
  • •Strong wealth management knowledge to provide suitable recommendations and advice for HNI clients
  • •Ability to use client relationship management systems and maintain accurate client data, including partnership experience with Compliance/Credit/Risk/Internal Control teams
Experience:4-7 yearsWealth managementPremier bankingHNIRelationship management
Skills:Relationship buildingClient advisoryRecord keepingRegulatory complianceIndependent judgment
Certifications:AMFI IRDA NISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Tech Stack:Client relationship management (CRM)AI-enabled tools

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