AVP Premier Relationship Manager- Coimbatore

Job description

• Grow profit and portfolio value across Premier client relationships through new and existing business
• Deliver agreed financial targets through effective relationship management and consistent service delivery
• Conduct regular client reviews to understand needs and recommend suitable products and services
• Identify wealth review opportunities and provide tailored wealth solutions aligned to customer goals
• Build long-term client relationships that improve retention satisfaction and wallet share
• Maintain accurate client information using client relationship management tools and disciplined record keeping
• Manage a prospect pipeline and apply structured plans to deepen and expand relationships Embed HSBC policies and controls including KYC AML and sanctions alongside sales quality requirements Graduate/ Post Graduate in any discipline with 4-7 years of relevant experience Substantial experience as a Relationship Manager within the Retail or Premier Banking segment
• Proven outcomes in wealth products with a record of meeting portfolio and revenue goals
• Strong wealth management technical knowledge to provide suitable recommendations and advice Experience building trusted relationships with high-net-worth individual (HNI) clients as a consistent point of contact Capability using client relationship management systems to maintain accurate timely client data Experience partnering with Compliance Credit and Risk and Internal
• Control teams to deliver balanced risk outcomes Required local regulatory licences and accreditations for wealth management or equivalent demonstrable experience AMFI IRDA NISM XXI A (PMS Certification) and NISM XIII (SIF Certification) or equivalent certification or equivalent demonstrable experience where required by the market.