AVP Premier Relationship Manager-Jalandhar (Noida, UP, IN, 201301)

HSBC
Noida
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship management","Communication","Integrity","Compliance focus","Networking"]

Serve as a Premier Relationship Manager for HSBC’s Premier Banking offering, acting as the single point of contact for high-net-worth clients. Grow and retain Premier relationships by delivering wealth reviews, cross-selling appropriate products, and using client data tools to manage portfolios and wallet share. Ensure excellence in compliance and operational risk controls (KYC, AML, sanctions), complete required training, and coordinate with internal stakeholders to meet performance and service standards.

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HSBC
HSBC
16 hours ago

AVP Premier Relationship Manager-Jalandhar (Noida, UP, IN, 201301)

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a Premier Relationship Manager for HSBC’s Premier Banking offering, acting as the single point of contact for high-net-worth clients. Grow and retain Premier relationships by delivering wealth reviews, cross-selling appropriate products, and using client data tools to manage portfolios and wallet share. Ensure excellence in compliance and operational risk controls (KYC, AML, sanctions), complete required training, and coordinate with internal stakeholders to meet performance and service standards.
Location: Noida
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Maximize profit and growth of Premier portfolios by developing and expanding Premier client relationships.
  • •Achieve financial targets through client engagement and service delivery.
  • •Conduct regular client reviews, identify needs, and recommend and cross-sell suitable wealth products and services.
  • •Build and maintain strong Premier client relationships to drive retention and satisfaction, using CRM tools to keep client information accurate.
  • •Ensure compliance with KYC, AML, and sanctions policies, manage operational risk, complete mandatory training, and report unusual activities.

Key Requirements

  • •More than 5 years of relevant industry experience with a strong track record in wealth products.
  • •Proven experience managing high-net-worth client relationships and performing regular client reviews.
  • •Strong technical knowledge in wealth management and comprehensive understanding of financial services products and systems.
  • •Excellent communication and influence skills focused on client engagement, sales, networking, and portfolio management.
  • •Possession of valid licenses/accreditations as required by local regulations (e.g., AMFI, IRDA, NISM XXI A, NISM XIII) and completion of AML and sanctions training.
Experience:5+ years
Education:Bachelor's
Skills:Client relationship managementCommunicationIntegrityCompliance focusNetworking
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:English

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