AVP Premier Relationship Manager-Jalandhar

Job Description

Applications are open for the AVP Premier Relationship Manager-Jalandhar post in Noida.

Some careers open more doors than others. 

If you’re looking for a career that will unlock new chances, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers openings, support and rewards that will take you further. 

We are currently seeking an experienced professional to join the International Wealth & Premier Banking team.

Job Introduction :

As a Premier Relationship Manager or Senior Premier Relationship Manager at HSBC, you will be at the forefront of our flagship "Premier Banking" offering, serving as a vital link to our high-net-worth individual (HNI) client organisations. Your primary responsibility is to cultivate and expand HSBC Premier relationships, aligning with business targets and strategic plans.

You will act as a single point of contact for Premier customers, anticipating their needs and providing comprehensive banking and financial advisory services. Your job involves ensuring exceptional customer service in accordance with Global Premier Service Standards, spotting openings for wealth reviews, and giving tailored wealth solutions.

Success in this position requires upholding the highest standards of integrity, adhering to regulatory criteria, and fostering trust with both the bank and our customers.

Principal Responsibilities

HSBC Premier Relationship Manager

Business Impact:

• Maximize profit and development of Premier client organisation portfolios by building new and existing relationships.
• Reach financial targets through effective client organisation engagement and service delivery.
• Conduct regular customer reviews to understand needs and recommend suitable products and services. Cross sell products

Client Management:

• Create and sustain robust client organisation relationships to guarantee retention and satisfaction. Need based selling
• Utilize client relationship management tools to keep client organisation information accurate and up to date.
• Build strategies to increase wallet share and handle a prospect pipeline productively.

Team Collaboration:

• Work as part of an integrated branch management team to meet standards and provide operating models.
• Collaborate with colleagues over the business to support client organisation needs and attain performance measures.

Operational Excellence:

• Secure compliance with HSBC's policies, among them KYC, AML, and sanctions guidelines.
• Oversee operational risk and adhere to sales quality expectations.
• Attend mandatory training and report any unusual activities promptly.

Leadership & Development:

• Support team members and contribute to a positive work environment.
• Establish a network of internal relationships and gather feedback from colleagues and client organisations.

Education Qualifications / Certifications and Needs:

Know-how & Experience

• Educational Background: Bachelor's degree or equivalent professional experience.
• Industry Experience: More than 5 years of relevant experience.
• Sales Achievements: Demonstrated success & track record in Wealth products.
• Customer Relationship Management: Proven experience handling relationships with high-net-worth client organisations.
• Wealth Management Expertise: Solid technical competencies in wealth management.
• Communication & Influence: First-rate communication capabilities with a centre on client organisation engagement and influence.
• Sales & Networking Capabilities: Robust orientation towards sales, networking, and portfolio management.
• Product Grasp: Comprehensive understanding of financial services products, services, and customer relationship management systems.
• Business Banking Insight: Familiarity with business banking client segments and related products and services.
• Regulatory Compliance: Possession of valid licences and accreditations in wealth management as required by local regulations.
• Risk Management: Capability to collaborate efficiently with Compliance, Credit & Risk, and Internal Control teams to uphold a balanced risk environment.
• Language Proficiency: Proficient in English and local languages.

Accreditations

• Professional Qualifications: Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market criteria. 

Pro-tip : Familiarity with AI-enabled tools is an advantage. 

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

As an employee, you are required to carry out your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, deliver direction and feedback, run team capacity and leave in line with policy as applicable.

You’ll attain more at HSBC.

HSBC is committed to establishing a culture where all employees are valued, respected and opinions count. We take pride in giving a workplace that fosters continuous professional development, flexible working and chances to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.