AVP Premier Relationship Manager-Ludhiana

Job description

HSBC Premier Relationship Manager Business Impact

Maximize profit and growth of Premier client portfolios by developing new and existing relationships. Achieve financial targets through effective client engagement and service delivery. Conduct regular client reviews to understand needs and recommend suitable products and services. Cross sell products Build and maintain strong client relationships to ensure retention and satisfaction. Develop strategies to increase wallet share and manage a prospect pipeline effectively.

Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines. Manage operational risk and adhere to sales quality requirements. Support team members and contribute to a positive work environment. Establish a network of internal relationships and gather feedback from colleagues and clients.

Educational Background

Bachelor's degree or equivalent professional experience.

Industry Experience

More than 5 years of relevant experience.

Sales Achievements

Demonstrated success & experience in Wealth products.

Client Relationship Management

Proven experience managing relationships with high-net-worth clients.

Wealth Management Expertise

Strong technical skills in wealth management.

Communication & Influence

Excellent communication skills with a focus on client engagement and influence.

Sales & Networking Skills

Strong orientation towards sales, networking, and portfolio management.

Product Knowledge

Comprehensive understanding of financial services products, services, and client 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

Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.

Language Proficiency

Proficient in English and local languages.