Premier Relationship Manager (Rajkot)

HSBC Holdings plc; Mumbai; On-site; INR 900,000 - 1,800,000; Full time

Job summary

HSBC Holdings plc in Mumbai invites an experienced Premier Relationship Manager or Senior Premier Relationship Manager to join the Wealth and Personal Banking Overseas Indian team. You will cultivate and expand HSBC Premier relationships, aligning with business targets and strategic plans, while delivering tailored wealth advice and excellent service.

You will act as a single point of contact for Premier clients, anticipating their needs, delivering comprehensive banking and financial advisory

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3 to 5 years of relevant experience in wealth products and client relationship management.
• Proven experience managing relationships with high-net-worth clients.
• Strong wealth management knowledge and client engagement skills.
• Excellent communication and influence in English and local languages.

Responsibilities

• Cultivate and expand HSBC Premier relationships, aligning with targets.
• Serve as single point of contact for Premier clients and provide wealth advice.
• Ensure compliance with KYC, AML, and sanctions guidelines and maintain risk controls.
• Develop strategies to increase wallet share and manage prospect pipelines.
• Collaborate with branch teams to meet service standards and performance goals.

Skills

Relationship management

Wealth management

Sales

Communication

Networking

Portfolio management

Regulatory compliance

Client engagement

Education

Bachelor's degree

Tools

CRM systems

KYC/AML tooling

Financial advisory tools

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Date: 1 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.

Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join the Wealth and Personal Banking-Overseas Indian team.

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

Job Introduction

As a Premier Relationship Manager or Senior Premier Relationship Manager or Corporate Executive 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.

Education Qualifications / Certifications and Requirements

Knowledge & Experience

• Educational Background: Bachelor's degree or equivalent professional experience.
• Industry Experience:
• GCB 6: 3 to 5 years of relevant experience.
• 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 licences 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.

Pro-tip :

Familiarity with AI-enabled tools is an advantage.

• 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.

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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