AVP Premier Relationship Manager

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

Drive growth and profitability for Premier client portfolios by building and expanding high-net-worth relationships and conducting regular wealth reviews. Serve as a single point of contact, delivering exceptional client service and tailored wealth solutions while cross-selling products and meeting financial targets. Manage client information via relationship management tools, uphold integrity and regulatory compliance (KYC, AML, sanctions), and collaborate with branch and risk/compliance teams to maintain sales quality and balanced risk.

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FursaFursa
HSBC
HSBC
1 day ago

AVP Premier Relationship Manager

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Last checked: 3 hours agoStatus: Live

Job Summary

Drive growth and profitability for Premier client portfolios by building and expanding high-net-worth relationships and conducting regular wealth reviews. Serve as a single point of contact, delivering exceptional client service and tailored wealth solutions while cross-selling products and meeting financial targets. Manage client information via relationship management tools, uphold integrity and regulatory compliance (KYC, AML, sanctions), and collaborate with branch and risk/compliance teams to maintain sales quality and balanced risk.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Maximize profit and growth by developing new and existing Premier client relationships.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews, identify opportunities for wealth reviews, and cross-sell products.
  • •Build and maintain relationships for retention and satisfaction, using client relationship management tools to keep information accurate.
  • •Ensure compliance with KYC, AML, and sanctions requirements, manage operational risk, and report unusual activities promptly.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6).
  • •Proven success managing relationships with high-net-worth clients and strong wealth management expertise.
  • •Demonstrated sales achievements in wealth products, with client relationship management and portfolio management skills.
  • •Possession of valid licences/accreditations in wealth management (e.g., AMFI, IRDA, NISM XXI A, NISM XIII) and completion of Anti-Money Laundering and Sanctions training.
Experience:3-5 yearsWealth managementHigh-net-worthFinancial services
Education:Bachelor's
Skills:CommunicationClient engagementRelationship managementSales orientationRisk management
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