Manager Corporate Employee Banker-MSF

HSBC Holdings plc

Mumbai

On-site

INR 800,000 - 1,400,000

Full time

41 hours ago
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Job summary

HSBC Holdings plc in India seeks an experienced professional to join the WPB team within International Wealth and Premier Banking. The role focuses on sourcing new accounts from corporate clients, cross-selling asset products and ensuring AML/KYC compliance.

You will manage client relationships, coordinate marketing events, respond to CEP complaints and uphold values like treating customers fairly while collaborating with sales and support teams to deliver service excellence.

Qualifications

  • Graduate/Post Graduate (Masters)/ MBA with three to five years’ work exp.
  • Experience in frontline customer services/ relationship management.
  • Strong communication, client focus and influencing skills.
  • Sound knowledge on the Banking sector in general.
  • Able to communicate well in English and local languages.
  • Familiarity with AI-enabled tools is an advantage.

Responsibilities

  • Source new accounts from the existing corporate base and deliver on meeting New-To-Bank targets.
  • Cross-sell asset products of the bank—Home Loans (via referral), Personal Loans, Cards, Premier (referral).
  • Ensure the KYC/AML norms of the bank are complied with at all times.
  • Execute marketing events and promotions to generate business in catchments, with Marketing.
  • Respond to CEP complaints in a timely manner and to customer satisfaction.
  • Ensure a consistently high level of product and service delivery for relevant customer touch points.
  • Develop and maintain good customer relations and ensure effective service delivery.
  • Use learnings from customer/area visits and discussions to sharpen the proposition and provide feedback to leadership/central teams.
  • Comply to AML regulations & Global Standards and Sanctions policies.
  • Develop a collaborative environment with all members of the sales team.
  • Be a role model of HSBC values and TC F principles.
  • Ensure bank processes are followed in view of product documentation, complaint management, system usage.
  • Ensure end-to-end usage of leads allocated within timelines with correct updates on CRMS.
  • Safeguard the bank from potential loss/damage arising out of stakeholder complaints.
  • Identify high risk indicators for products/services and ensure regulatory compliance.
  • Be aware of PEP guidelines to ensure INM IWPB compliance.

Skills

Strong communication
Client focus
Influencing skills
AI-enabled tools familiarity
English language proficiency

Education

Graduate/Post Graduate (Masters)/ MBA with 3–5 years exp.

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Date: 12 Oct 2026

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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:

International Wealth and Premier Banking (IWPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

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

  • Source new accounts from the existing corporate base and deliver on meeting New-To-Bank targets.
  • Cross-sell asset products of the bank- mainly Home Loans (via referral), Personal Loans, Cards, Premier (referral)
  • Ensure the KYC/AML norms of the bank are complied with at all times.
  • Execute marketing events and promotions to generate business in their catchments, in conjunction with support departments such as Marketing.
  • Respond to Corporate Employee Programme (CEP) complaints in a timely manner and to customer satisfaction
  • Ensure a consistently high level of product and service delivery for relevant customer touch points
  • Develop and maintain good customer relations and ensure effective service delivery
  • Use learnings from customer/area visits and discussions to sharpen the proposition and enhance delivery and provide feedback to leadership / central teams
  • Comply to all relevant AML regulations & Global Standards
  • Develop a collaborative environment with all members of sales team
  • Be a role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes Treating Customer Fairly (TCF) principles in all spheres of IWPB Business.
  • Ensure bank processes are followed in view of product documentation, complaint management, system usage etc.
  • Ensure end to end usage of leads allocated within allocated timelines with correct updation on CRMS
  • Safeguard the bank from potential loss/ damage arising out of stakeholder complaints.
  • Comply with the applicable laws, regulations, Group and local policy related to Sanctions and AML policy of HSBC while undertaking various day to day operations.
  • Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM IWPB is fully compliant with the PEP LoBP. Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM IWPB is fully compliant with the PEP LoBP.
  • Be aware and identify high risk indicators for various products and Services offered by INM IWPB (ex. cash, insurance, credit cards products etc.)
  • Ensure that all records are obtained in respect of INM IWPB customers or New to bank customer for any products and services provided by HSBC are as per the process laid down.
  • Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures
  • Must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in an effective and polite manner.

Qualifications

  • Graduate/Post Graduate (Masters)/ MBA with three to five years’ work exp.
  • Experience (preferable) in frontline customer services/ relationship management.
  • Strong communication, client focus and influencing skills
  • Sound knowledge on the Banking sector in general
  • Able to communicate well in English and local languages

Pro-tip : Familiarity with AI-enabled tools is an advantage.

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.

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.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

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