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Head Investment Sales - South

Head Investment Sales - South

Hsbc

10 - 15 years

12 - 17 Lacs

chennai

Posted:1 week ago| Platform:

Apply

Skills Required

manager internal audit penetration wealth management analytical financial planning banking asset management monitoring counselling investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Team Oversight & Supervision

Review client meeting notes or investment proposals submitted by ICs (sample basis).

Approve or validate large/complex investment recommendations or bespoke portfolio strategies.

Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts).

2. Client Engagement

Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs.

Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning.

3. Market Monitoring & Tactical Alignment

Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds).

Ensure team is aligned on talking points and investment narratives for client conversations.

4. Internal Coordination

Daily sync with:

Head of Wealth / Premier / Private

for revenue priorities, campaigns, and IC support asks.

Product Teams

(MFs, Bonds, Alternatives) to discuss product pipeline or support needs.

Compliance & Risk

if required for specific approvals or clarifications.

5. Governance & Documentation

Review daily dashboards / surveillance alerts (if available) for IC activities.

Ensure all counselling notes and risk profiling updates are documented as per policy.

Respond to urgent internal audit or regulatory queries related to investment advisory.

6. Pipeline & Performance Reviews

Regular Review on:

Client engagement activity by ICs (calls/meetings/notes).

Conversion funnel (meeting conducted implemented).

Top clients with high opportunity or low engagement.

Track AUM movement, product mix, and investment penetration.

7. Campaign & Initiative Planning

Plan IC support for:

Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration).

RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.).

Regional events or virtual webinars with clients.

Requirements

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Hsbc

Financial Services

London

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Head Investment Sales - South

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

1. Team Oversight & Supervision

2. Client Engagement

3. Market Monitoring & Tactical Alignment

4. Internal Coordination

Head of Wealth / Premier / Private

Product Teams

Compliance & Risk

5. Governance & Documentation

6. Pipeline & Performance Reviews

7. Campaign & Initiative Planning

More Jobs at Hsbc