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Hsbc
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Associate Vice President - Global Indian Premier Relationship Manager

Associate Vice President - Global Indian Premier Relationship Manager

Hsbc

5 - 10 years

7 - 12 Lacs

bengaluru

Posted:-1 days ago| Platform:

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Skills Required

sales wealth management irda personal banking client relationship management anti money laundering asset management portfolio management financial services retail sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are currently seeking an experienced professional to join the IWPB team to drive Wealth Sales and grow the portfolio of NRIs and connect them internationally to provide clients with a Global Wealth Solution.

Principal Responsibilities

Impact on the Business / Function

Maximize profit and achievement of the growth of Premier clients portfolio

Achieve agreed financial targets by development of existing and new relationships

Build effective relationships with clients to retain and develop sustainable relationships

Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals

Effective use of tools and information to drive client service delivery and RBWM performance

Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group

B uild a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand

Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals

Establish and agree client contact strategies in line with Group operating models

Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

Own the client relationship with HSBC

Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group

Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients

Monitor client satisfaction data implementing portfolio level improvements

Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client

Leadership Teamwork

To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered

Proactively support others through direct and indirect actions beyond activities particular to this role

Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey

Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs

Given the growth aspirations of the WM business, the jobholder is to constantly develop and grow Premier relationships in a highly competitive market. The jobholder will need to continuously operate in a dynamic environment, proactively resolve and address the financial needs of his customers, to win their confidence and fulfil the role of a one-point contact for his customers. The said role requires the relationship manager to balance customer servicing activity along with sales acquisition while ensuring the necessary growth in the existing portfolio coupled with minimal attrition.

The incumbent will be required to manage the HNI Premier customers with a portfolio between USD 0.5M to USD1M

Requirements

Education Qualifications / Certifications and Requirements : Candidate must have a minimum work experience of 5 years with a post graduate degree

Knowledge Experience

Bachelors degree or equivalent experience

Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent

Evidence of strong sales results in insurance and investment products

Relationship management experience with high net worth clients

Strong technical skills in wealth management

Strong communication, client focus and influencing skills

Strong sales orientation, networking and portfolio management skills

Sound knowledge of financial services products and services and the client relationship management system

Understanding of business banking client segment and products and services

Local regulatory license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country

Clear view on how to work with Compliance, Credit Risk and Internal Control to ensure a balanced risk operating environment

Able to communicate well in English and local languages

Accreditations

Attain appropriate professional and regulatory qualifications as required by market AMFI IRDA

Additional Information

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

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Associate Vice President - Global Indian Premier Relationship Manager