Assistant Vice President - Relationship Services

HSBC; Kolkata District; Hybrid; INR 1,800,000 - 2,400,000; Full time

Job summary

HSBC in Kolkata seeks an experienced Assistant Vice President - Relationship Services to lead client maintenance, respond to RM queries, and ensure CME data alignment across core banking systems.

The role requires cross-functional collaboration with WSO, Compliance, CCM, Credit Services and other units, driving automation, governance, and quality improvements while upholding high client-service standards.

Qualifications

• Proven communication and interpersonal skills to relate with RMs, clients and internal teams.
• Strong analytical problem solving and ability to drive improvements.
• Hands-on with system/process optimization and automation initiatives.
• Knowledge of Omnia revenue mapping and CME structures.
• Adaptability to new tools and governance frameworks.

Responsibilities

• Maintain regular contact with RMs on operational issues and own client maintenance and servicing.
• Identify and resolve complex issues, escalating to improve quality and prevent recurrence.
• Interface with WSO, Compliance, CCM, Credit Services, WMR, GPS, GTRF on escalations.
• Apply AI triggers and surveillance concepts to support informed decisions and risk controls.
• Ensure data integrity in CME mappings and RM portfolio alignment.
• Provide training and lead governance discussions to drive improvements.
• Develop reporting to monitor risks and strengthen controls in processes.
• Identify root causes of client service issues and implement corrective solutions.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Process optimization

Omnia revenue mapping

AI trigger tools

CME knowledge

Digital adaptability

Resilience

Client-facing experience

Tools

Omnia

HUB

SFE

HFE

AI trigger tools

CME

Job description

Location: Kolkata, WB, IN, 700064

Brand: HSBC

Area of Interest:

Role Workstyle: Hybrid Worker

Date: 6 Aug 2026

Some careers shine brighter than others.

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Assistant Vice President - Relationship Services

In this role, you will:

• To be in regular contact with RMs on operational issues and take prompt follow-up action on outstanding matters. Take ownership of Client Maintenance and servicing activities including ad hoc client queries and escalations.
• Problem situations are proactively identified, resolved and escalated to give maximum customer satisfaction. Appropriate measures are taken to improve quality and prevent recurrence. Takes ownership and accountability of complex issues/exceptions/queries and acquires the knowledge needed to resolve them.
• Interfacing with wide variety of teams like WSO, Compliance, CCM, Credit Services, WMR, GPS, GTRF etc. especially on matters that involve escalation of pending and ageing profiles on behalf of RMs. To act as one-stop shop to guide RM in holistic approach and revert with solution.
• Use the product knowledge to find answers to complex operational problems and present the solution to RMs in clear language. Possess understanding of Actionable Intelligence (AI) and its application in driving informed decision-making dealing with risk surveillance triggers within the tool.
• Proven expertise in RM portfolio mapping within the core banking system, ensuring precise alignment with Client Management Experience (CME) to maintain data integrity, optimize relationship segmentation, and enhance governance consistency. High precision in handling customer and RM-level maintenance activities such as address/name/title changes, RM code updates and revenue/Omnia mapping, etc. with zero error tolerance.
• Foster a strong, collaborative culture and positive team dynamics consistent with Group Values. Could additionally be responsible for providing training and help to develop a team of global professionals. Contributes actively to meetings/conference calls and ensures that their perspective is included in decision making on business improvements, efficiency gains or change initiatives.
• Collaborate seamlessly with colleagues, leveraging diverse perspectives to drive innovative solutions. Develop reporting capabilities to monitor and analyse inherent risks in the process and implement suitable controls to mitigate such risks.
• Identifies opportunities to improve the quality of client service within their products and/or processes. Gathers information to understand the root causes of client service issues and develops solutions. Lead & Participate in Governance and Committee meetings and elevate any issues/challenges in a timely manner and propose solutions where required.
• Maintain awareness of operational risk within assigned portfolio and minimise the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting. Drive initiatives (Automation/Process streamlining/AI) to reduce Turn-Around-Time and confirm NIL business impact, enhance Client experience and reduce RM / downstream touch points.
• Formulate a culture of Process and Customer Excellence, which encourages staff to come up with process improvement ideas. Required to drive standardisation of activities across globally. Expected to project, manage growth and migrations within RSM. Expand your geographical footprint and enhance service proposition and work closely with the Sector Heads.

To be successful you will:

• Proven communication and interpersonal skills, with the ability to clearly articulate complex information to Relationship Managers, clients, and internal teams. (E)
• Advanced knowledge of AI Triggers - Surveillance Triggers, Negative News Screening (NNS) and Sharing Of Information (SoI). (D)
• Demonstrated analytical problem-solving abilities, with a track record of leading investigations, identifying inefficiencies, and implementing workflow and automation improvements. (E)
• Hands on experience with System & Process Optimization (such as HUB, SFE, HFE, Omnia, AI trigger tools, CME), managing static change requests and escalating system issues effectively. (D)
• Proficiency in Omnia revenue mapping for reconciliation between RM portfolios and financial systems and understanding of Client Management Experience (CME) structures.
• Strong digital adaptability, with a history of quickly adopting new tools, embracing process changes, and leveraging automation opportunities.
• Minimum 4-5 years' experience in client-facing roles, with a solid understanding of client service principles and practices.
• Experience in process automation, digital governance, and system optimisation within banking operations.
• Proven resilience under pressure, with the ability to prioritize competing demands and deliver results.
• Flexible approach to duties and working hours, adapting to changing business needs. Solution-oriented mindset, showing self-motivation, positivity, and a commitment to continuous improvement.

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

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