Vice President and Branch Sales Manager

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Job Introduction

The Vice President Branch Sales Manager (BSM) at International Wealth and Premier Banking (IWPB) plays a pivotal role in leading and implementing changes to deliver the business strategy effectively. This customer-facing role is crucial for understanding local branch customers and their surrounding demographics. IWPB is executing a multiyear growth strategy, pivoted on positioning as a global bank, committed to the long-term India growth story, and bringing to India its full scale of global capabilities. The Business is poised for growth and is currently adding 20 more branches in phases to its existing fleet of 26 branches. IWPB is looking for a customer-facing role to service primarily walk-in customers and manage and fulfill the customer requirements to their satisfaction.

Principal Responsibilities

• Lead and mentor a team of Premier Relationship Managers (PRMs) to achieve business objectives and deliver branch performance measures in line with the defined business plan.
• Ensure the highest standards of risk management, sales quality, control, and compliance as required by the Group.
• Drive the growth of IWPB business for the branch in line with strategic plans and projections.
• Increase the Wealth Management Services within the database by promoting Financial Review and Need-Based Sales.
• Monitor sales activity management information and use it to coach the team to achieve business goals.
• Build a prominent profile in the community to enhance HSBC’s reputation and brand.
• Support Wealth Managers in resolving customer complaints and mobilize branch activities to generate leads.

Other Requirements (Knowledge and Experience)

• High energy and a tenacious approach with excellent sales and people management skills.
• Strong customer-driven focus with an emphasis on meeting needs, sales quality, and service standards.
• Strong interpersonal communication skills, especially in motivation, coaching, and team leadership.
• A strong sense of ownership, responsibility, and accountability.
• Ability to respond to and lead change on a personal and team level.
• Experience in planning, organizing, and coordinating initiatives to improve team performance.
• Up-to-date knowledge of developments in the mutual fund and insurance industry to capitalize on opportunities.

Skills

• Exceptional interpersonal skills, with a strong focus on inspiring, influencing, and negotiating effectively.
• Proficiency in coaching sales techniques and implementing best practices in sales management, both at the team level and on a one-to-one basis.
• Strong planning and organizational abilities.
• Excellent analytical skills for data-driven decision-making.
• Effective problem-solving skills to address challenges promptly and efficiently.

Regulatory Certifications

• Obtain relevant professional and regulatory qualifications as mandated by the local market.
• Meet any internal standards required by the market to ensure compliance and excellence.

Education Qualifications / Certifications and Requirements

• Post Graduate (Masters) Degree
• 5 to 10 years’ experience in similar or leadership role
• Relevant certifications in financial planning or wealth management are advantageous.

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

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India