AVP Premier Relationship Manager
HSBC · Chennai, TN, IN, 600086 · India · On-site
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Job Purpose
To build and grow HSBC Premier Banking relationships with high-net-worth individual (HNI) customers, acting as a single point of contact and providing comprehensive banking support and financial advisory aligned to customer needs. The role focuses on delivering against business targets while meeting Global Premier Service Standards and ensuring strong conduct and regulatory outcomes.
Responsibility
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
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Additional Notes:
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.
Eligibility & Educational qualifications
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…