Relationship Analyst - Global Banking

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

Job summary

HSBC Bengaluru is seeking an experienced Relationship Analyst for Global Banking to manage priority client reviews, coordinate with product partners, and support deal execution.

You will build client portfolio analyses, prepare pitch materials, negotiate documents with internal teams, and contribute to thought leadership.

Role requires MBA or CA with Big 4 background, strong analytical skills, and proficiency in Excel, PowerPoint and Word.

Qualifications

• MBAs and CAs with Big 4 experience
• Ability to establish rapport with team members and product partners
• Excellent quantitative and analytical skills
• Strong interpersonal skills within a matrix management structure
• Highly proficient in Excel, PowerPoint and Word

Responsibilities

• Work on client strategic reviews for priority clients, including discussions with product partners to prepare follow-ups and achieve the client plan
• Collaborate with relationship managers to create pitch decks for client meetings, one-pagers, and tailored content for sectors
• Support deal execution by understanding client needs, using internal profitability tools, and coordinating with credit, risk, onboarding, and other teams
• Prepare client portfolio analyses focused on returns against plan, with breakdowns by products, regions, and sectors
• Negotiate client documents (NDAs, ISDAs, GMRAs, etc.) with internal teams such as legal, treasury, and risk
• Undertake thought leadership projects and prepare pitch books for originating business
• Demonstrate knowledge of data concepts, statistics/visualization and approved AI tools for day-to-day work
• Ensure compliance with internal and external rules and procedures

Skills

MBA

CA

Big 4 experience

Education

MBA or CA

Tools

Excel

PowerPoint

Word

Job description

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 Relationship Analyst - Global Banking.

In This Role, You Will

• Work on client strategic reviews for priority clients, which include discussions with different product partners to prepare follow-ups and achieve the client plan
• Work with relationship managers (RMs) to create pitch decks for client meetings, one-pagers, and tailored content for specific sectors
• Work on deals by understanding client needs, running internal deal profitability tools as required, and coordinating with internal teams such as credit, risk, onboarding etc for deal execution
• Prepare client portfolio analyses focused on returns against plan, with breakdowns by products, regions, and sectors to provide insights for senior management
• Negotiate client documents such as NDAs, ISDAs, GMRAs, and others by coordinating with internal teams such as legal, treasury, and risk
• Undertake thought leadership projects by working on client-relevant themes and preparing pitch books to help RMs originate business
• Demonstrate working knowledge of data concepts like data quality, basic statistics/visualization and AI concepts with the ability to use approved tools to support day-to-day work
• Understand and ensure compliance with all relevant internal and external rules, regulations, and procedures that apply to the conduct of the business

To Be Successful, You Will

• Exceptionally qualified MBAs and CAs with Big 4 (EY, PwC, Deloitte, KPMG) experience
• Ability to establish rapport with team members and product partners
• Excellent quantitative and analytical skills
• Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
• Highly proficient in Excel, PowerPoint and Word
• Good at multitasking
• Strong attention to detail
• Highly motivated; strong work ethic; thrives under pressure, confident, team player

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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.

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.

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