Vice President Premier Plus Relationship Manager

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Integrity","Communication","Client engagement","Influence","Risk management","Relationship building","Sales orientation"]

Serve as a single point of contact for HSBC Premier clients, cultivating and expanding Premier relationships to meet growth and financial targets. Deliver comprehensive banking and wealth advisory services, conduct regular client reviews, and identify cross-sell opportunities. Manage client information and prospect pipelines using relationship management tools, while collaborating with branch teams. Ensure operational excellence through KYC/AML/sanctions compliance and sales quality, and support team development as applicable.

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FursaFursa
HSBC
HSBC
4 days ago

Vice President Premier Plus Relationship Manager

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a single point of contact for HSBC Premier clients, cultivating and expanding Premier relationships to meet growth and financial targets. Deliver comprehensive banking and wealth advisory services, conduct regular client reviews, and identify cross-sell opportunities. Manage client information and prospect pipelines using relationship management tools, while collaborating with branch teams. Ensure operational excellence through KYC/AML/sanctions compliance and sales quality, and support team development as applicable.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews to understand needs and recommend suitable products and services (including cross-selling).
  • •Maintain strong client relationships for retention and satisfaction, using client relationship management tools to keep information accurate.
  • •Ensure compliance with KYC, AML, and sanctions guidelines and manage operational risk and sales quality requirements.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •More than 5 years of relevant experience (GCB 5).
  • •Demonstrated success in wealth products and proven experience managing relationships with high-net-worth clients.
  • •Strong technical skills in wealth management and comprehensive understanding of financial services products and client relationship systems.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations (e.g., AMFI, IRDA, NISM XXI A, NISM XIII).
Experience:5+ yearsWealth managementHigh-net-worth clientsPremier BankingFinancial services
Education:Bachelor's
Skills:IntegrityCommunicationClient engagementInfluenceRisk managementRelationship buildingSales orientation
Certifications:AMFIIRDANISM XXI ANISM XIII
Languages:English
Tech Stack:AI-enabled toolsClient relationship management 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