VP Premier Plus Relationship Manager

5 - 9 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a PRM & SPRM at HSBC, your role involves being a client-facing professional playing an integral part in the Premier Banking offering. Your responsibilities include growing and nurturing HSBC Premier relationships, achieving business targets, providing banking/financial advisory services, and ensuring high-quality customer service in line with Global Premier Service Standards. You are expected to identify opportunities for wealth reviews, deliver wealth solutions, and maintain the highest standards of integrity towards the bank, clients, and regulatory requirements. Key Responsibilities: - Maximize profit and achieve growth of Premier clients portfolio - Achieve agreed financial targets by developing 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 - Utilize tools and information to drive client service delivery and performance - Maintain a minimum standard of qualifying Premier clients within the portfolio - Build a high personal and corporate profile in the community - Monitor sales activity management information and other internal tools - Establish and agree client contact strategies - Fully utilize and input to Client Relationship Management data - Demonstrate excellent understanding of client needs and recommend appropriate products and services Qualifications Required: - Bachelor's degree with relevant experience - Minimum of 5-8 years of relationship management work experience with high net worth clients - Strong technical skills in wealth management - Strong communication, client focus, and influencing skills - Sound knowledge of financial services products and services - Understanding of business banking client segment and products and services - Local regulatory & license requirements - IRDA and AMFI certifications are mandatory Additional Details: HSBC is committed to providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data relating to employment applications will be used in accordance with the Privacy Statement available on the HSBC website. As a PRM & SPRM at HSBC, your role involves being a client-facing professional playing an integral part in the Premier Banking offering. Your responsibilities include growing and nurturing HSBC Premier relationships, achieving business targets, providing banking/financial advisory services, and ensuring high-quality customer service in line with Global Premier Service Standards. You are expected to identify opportunities for wealth reviews, deliver wealth solutions, and maintain the highest standards of integrity towards the bank, clients, and regulatory requirements. Key Responsibilities: - Maximize profit and achieve growth of Premier clients portfolio - Achieve agreed financial targets by developing 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 - Utilize tools and information to drive client service delivery and performance - Maintain a minimum standard of qualifying Premier clients within the portfolio - Build a high personal and corporate profile in the community - Monitor sales activity management information and other internal tools - Establish and agree client contact strategies - Fully utilize and input to Client Relationship Management data - Demonstrate excellent understanding of client needs and recommend appropriate products and services Qualifications Required: - Bachelor's degree with relevant experience - Minimum of 5-8 years of relationship management work experience with high net worth clients - Strong technical skills in wealth management - Strong communication, client focus, and influencing skills - Sound knowledge of financial services products and services - Understanding of business banking client segment and products and services - Local regulatory & license requirements - IRDA and AMFI certifications are mandatory Additional Details: HSBC is committed to providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data relating to employment applications will be used in accordance with the Privacy Statement available on the HSBC website.

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