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

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Client engagement","Influencing","Relationship management","Sales orientation"]

Build and expand Premier relationships for high-net-worth clients within HSBC’s International Wealth and Premier Banking team. You’ll serve as a single point of contact, deliver Premier service standards, run regular wealth reviews, and recommend tailored banking and wealth solutions to grow portfolio wallet share. The role requires strong client engagement, cross-selling, and adherence to KYC, AML, sanctions, and sales quality expectations while coordinating with branch and compliance partners.

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FursaFursa
HSBC
HSBC
1 day ago

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

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Last checked: 2 hours agoStatus: Live

Job Summary

Build and expand Premier relationships for high-net-worth clients within HSBC’s International Wealth and Premier Banking team. You’ll serve as a single point of contact, deliver Premier service standards, run regular wealth reviews, and recommend tailored banking and wealth solutions to grow portfolio wallet share. The role requires strong client engagement, cross-selling, and adherence to KYC, AML, sanctions, and sales quality expectations while coordinating with branch and compliance partners.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid 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 Premier service delivery.
  • •Conduct regular client reviews to understand needs and recommend suitable products and services, including cross-selling.
  • •Build and maintain Premier client relationships for retention and satisfaction, using client relationship management tools to keep information accurate.
  • •Ensure compliance with KYC, AML, sanctions guidelines and manage operational risk; attend mandatory training and report unusual activities promptly.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6) and demonstrated success in wealth products.
  • •Proven experience managing relationships with high-net-worth clients and strong wealth management expertise.
  • •Excellent communication and influence skills for client engagement, sales, networking, and portfolio management.
  • •Possession of required wealth-management licences/accreditations (as per local regulations) including AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification).
Experience:3-5 yearsWealth managementHigh-net-worthBankingPremier banking
Education:Bachelor's
Skills:CommunicationClient engagementInfluencingRelationship managementSales orientation
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:EnglishLocal languages
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