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

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

Manage and grow Premier Banking relationships for high-net-worth clients by serving as their primary point of contact and delivering comprehensive banking and wealth advisory. Drive portfolio profit and growth through client engagement, wealth reviews, and cross-selling of wealth products. Maintain strong retention-focused relationships, ensure accurate client data, and uphold KYC, AML, and sanctions compliance while collaborating with branch teams and internal stakeholders.

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FursaFursa
HSBC
HSBC
5 days ago

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

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Last checked: 10 hours agoStatus: Live

Job Summary

Manage and grow Premier Banking relationships for high-net-worth clients by serving as their primary point of contact and delivering comprehensive banking and wealth advisory. Drive portfolio profit and growth through client engagement, wealth reviews, and cross-selling of wealth products. Maintain strong retention-focused relationships, ensure accurate client data, and uphold KYC, AML, and sanctions compliance while collaborating with branch teams and internal stakeholders.
Location: Noida
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop and expand Premier client relationships to maximize profit and growth of Premier client portfolios.
  • •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.
  • •Ensure compliance with KYC, AML, and sanctions policies and manage operational risk while meeting sales quality requirements.
  • •Collaborate with branch and cross-functional teams, and support team members and internal stakeholder relationships.

Key Requirements

  • •More than 5 years of relevant experience with demonstrated success in wealth products.
  • •Proven experience managing relationships with high-net-worth clients and conducting regular client reviews.
  • •Strong technical skills and comprehensive understanding of wealth management and financial services products.
  • •Excellent communication skills focused on client engagement, influence, and sales/networking for portfolio management.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations, plus completion of AML and sanctions training.
Experience:5+ yearsWealth managementHigh-net-worth clientsWealth productsRetail banking
Education:Bachelor's
Skills:CommunicationClient engagementIntegrityInfluenceRisk management
Certifications:AMFIIRDANISM XXI ANISM XIII
Languages:English
Tech Stack:Client 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