Sr Associate - Employee Workplace Solutions

HSBC; Bengaluru; On-site; INR 550,000 - 750,000; Full time

Job summary

HSBC Bengaluru is seeking a Sr Associate for Employee Workplace Solutions to join our Retail Banking team. You will source new accounts from corporate base and promote Home Loans, Personal Loans, Cards, and Premier services to potential customers.

The role requires 2–5 years in Retail Banking, knowledge of AML/KYC requirements, and a track record of NTB acquisition and cross-sell targets. You’ll work independently or with the sales team to deliver excellent service.

Qualifications

• Graduation or higher required.
• Minimum 2-5 years experience in Retail Banking and Wealth Management or retail banking sales/service.

Responsibilities

• Sourcing new accounts from corporate base and meeting New-To-Bank Targets.
• Selling banking products like Home Loans, Personal Loans, Cards, and Premier services to potential customers.
• Providing clear information about the features and benefits of bank products.
• Building and maintaining good relationships with customers
• Handling customer-related problems and complaints
• Being able to work individually or in a team.
• Always comply to HSBC rules
• Develop a collaborative environment with all members of sales team

Skills

NTB acquisition

Cross-selling

AML/KYC

Customer service

Education

Graduation

Job description

Sr Associate - Employee Workplace Solutions

Location:

Bangalore, KA, IN, 560001

Brand: HSBC

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Date: 27 Aug 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 Descriptor

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, Global Private Banking and Insurance.

Corporate Employee Banker- Mobile Sales Force in Intl Wealth Premier Banking

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.

Role Context

The Retail Banking environment has witnessed a sea change with aggressive marketing strategies adopted by competition both in retail liability and asset segments. Increased customer awareness has also resulted in demands for superior service and greater product offering differentiation. In the face of aggressive competition, increasing market share will require a sharply focused approach to Retail Banking, and the skill to sustain a high topline growth in a falling interest rate regime whilst maintaining a high portfolio quality and controlling costs to increase employee productivity. This is a feeder channel to the bank’s future.

Key responsibilities include:

• Sourcing new accounts from corporate base and meeting New-To-Bank Targets.
• Selling banking products like Home Loans, Personal Loans, Cards, and Premier services and services to potential customers.
• Providing clear information about the features and benefits of bank products.
• Building and maintaining good relationships with customers
• Handling customer-related problems and complaints
• Being able to work individually or in a team.
• Always comply to HSBC rules
• Develop a collaborative environment with all members of sales team

Role Requirements / Education Qualifications / Certifications / Experience:

Education (minimum):

• Minimum Graduation or as required for the role, whichever is higher

Minimum experience/knowledge required:

• Minimum 2-5 years relevant experience in Retail Banking and Wealth Management. /retail banking sales and service, preferably corporate employee/salary banking acquisition.
• Demonstrated capability to deliver New to Bank (NTB)acquisition and cross-sell targets (e.g., Personal Loans, Cards, Home Loans via referral, Premier referral).
• Working knowledge of Anti-Money Laundering /Know Your Customer(AML/KYC) requirements, documentation standards, and complaint/service request handling within defined TATs. (Turnaround Time)

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.

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