Sr. Associate Corporate Employer Banker, MSF (Mumbai, MH, IN, 400063)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2-5 yearsEducation: bachelorsSkills: ["Customer focus","Risk awareness","Compliance mindset","Lead and pipeline management","Customer relations"]

Drive New to Bank (NTB) account acquisition from an existing corporate base and meet NTB targets while cross-selling bank products including Home Loans (via referral), Personal Loans, Cards, and Premier (via referral). Execute marketing events and promotions within catchments, maintain call reports and MIS, handle Corporate Employee Programme complaints, and ensure compliance with AML/KYC and relevant regulations with fair customer outcomes.

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FursaFursa
HSBC
HSBC
1 day ago

Sr. Associate Corporate Employer Banker, MSF (Mumbai, MH, IN, 400063)

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Last checked: 4 hours agoStatus: Live

Job Summary

Drive New to Bank (NTB) account acquisition from an existing corporate base and meet NTB targets while cross-selling bank products including Home Loans (via referral), Personal Loans, Cards, and Premier (via referral). Execute marketing events and promotions within catchments, maintain call reports and MIS, handle Corporate Employee Programme complaints, and ensure compliance with AML/KYC and relevant regulations with fair customer outcomes.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Source new accounts (NTB) from the existing corporate base and deliver on NTB targets.
  • •Cross-sell asset products including Home Loans (via referral), Personal Loans, Cards, and Premier (referral).
  • •Ensure AML/KYC norms are complied with at all times.
  • •Execute marketing events and promotions in catchments to generate business, with support from India Management Market (INM MKT).
  • •Maintain call reports and Management Information System (MIS) as required and respond to CEP complaints in a timely manner.

Key Requirements

  • •Minimum Graduation (or higher as required for the role).
  • •2 to 5 years of relevant experience in Retail Banking and Wealth Management, including retail banking sales and service and preferably corporate employee/salary banking acquisition.
  • •Ability to deliver NTB acquisition and cross-sell targets (Personal Loans, Cards, Home Loans via referral, Premier via referral).
  • •Working knowledge of AML/KYC requirements, documentation standards, and complaint/service request handling within defined TATs.
  • •Proficiency in Customer Relationship Management (CRM) and reporting (CRMS, call reports and MIS) with disciplined lead and pipeline management.
Experience:2-5 yearsRetail bankingWealth managementCorporate bankingSales
Education:Bachelor's
Skills:Customer focusRisk awarenessCompliance mindsetLead and pipeline managementCustomer relations
Tech Stack:CRMCRMSMISCall reports

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