Assistant Vice President Premier Relationship Manager- Lajpat Nagar

HSBC; Delhi; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

HSBC Holdings plc in New Delhi seeks an experienced Premier Relationship Manager to grow Premier client relationships, provide wealth and banking advisory services, and uphold Global Premier Service Standards.

You will cross-sell wealth products, conduct regular reviews, ensure KYC/AML compliance, and collaborate with branch teams to deliver a seamless client experience.

Ideal candidates have 3–5 years in retail/premier banking, strong communication, and a track record with high-net-worth clients.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Proven success and experience in wealth products.
• Strong client engagement and relationship management with HNW clients.

Responsibilities

• Build and maintain strong client relationships to ensure retention and satisfaction.
• Cross-sell wealth products and manage a prospect pipeline.
• Ensure compliance with KYC/AML and regulatory guidelines.
• Collaborate with branch teams to meet performance targets.

Skills

Relationship management

Wealth product knowledge

Client engagement

Sales and networking

Communication

Education

Bachelor's degree or equivalent

Tools

CRM tools

Job description

Location: New Delhi, National Capital Territory, IN, 110064

Brand: HSBC

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Some careers open more doors than others

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Description

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

Role Purpose

We are currently seeking an experienced professional to join the Premier Banking team.

As a Premier Relationship Manager or Senior Premier Relationship Manager at HSBC, you will be at the forefront of our flagship "Premier Banking" offering, serving as a vital link to our high-net-worth individual (HNI) clients. Your primary responsibility is to cultivate and expand HSBC Premier relationships, aligning with business targets and strategic plans. You will act as a single point of contact for Premier customers, anticipating their needs and delivering comprehensive banking and financial advisory services. Your role involves ensuring exceptional customer service in accordance with Global Premier Service Standards, identifying opportunities for wealth reviews, and providing tailored wealth solutions. Success in this role requires maintaining the highest standards of integrity, adhering to regulatory requirements, and fostering trust with both the bank and our clients.

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.

Client Management

• Build and maintain strong client relationships to ensure retention and satisfaction. Need based selling.
• Utilize client relationship management tools to keep client information accurate and up to date.
• Develop strategies to increase wallet share and manage a prospect pipeline effectively.
• Work as part of an integrated branch management team to meet standards and deliver operating models.
• Collaborate with colleagues across the business to support client needs and achieve performance measures.

Operational Excellence

• Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
• Manage operational risk and adhere to sales quality requirements.
• Attend mandatory training and report any unusual activities promptly.

Leadership & Development

• Support team members and contribute to a positive work environment.
• Establish a network of internal relationships and gather feedback from colleagues and clients.

Knowledge & Experience

• Educational Background: Bachelor's degree or equivalent professional experience.
• For GCB 6: 3 to 5 years of Retail/Premier Banking segment as Relationship Manager
• For GCB 5: More than 5 years of Retail/Premier Banking segment as Relationship Manager.
• Pro-tip : Familiarity with AI-enabled tools is an advantage.
• 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 licenses 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.

Accreditations

• Professional Qualifications: Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements.

You’ll achieve more at HSBC

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.