VP, NBFC Relationship Manager

HSBC; New Delhi; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

HSBC InvDirect Financial Services India Ltd seeks an experienced professional for the Wealth and Personal Banking team in Delhi. The role focuses on lending product solutions, onboarding, relationship management and end-to-end customer lifecycle management.

The ideal candidate will have 10+ years in lending, with graduate or MBA or CA qualifications and relevant wealth/capital market exposure. Eligible for front-line banking responsibilities in India.

Qualifications

• Graduate or MBA or CA or equivalent professional qualification.
• Experience in wealth management or capital markets is preferred.
• 10+ years of work experience in lending industry.

Responsibilities

• Customer onboarding and relationship management for lending customers.
• Meet loan/credit needs of clients referred by senior teams.
• Structure loans and collaterals, and price loans.
• Prepare loan proposals and seek approvals.
• Onboard customers and support ongoing servicing and transactions.
• Communicate account status and collateral information to customers.
• Ensure policy, governance, and customer experience standards.
• Ensure timely renewals of sanctioned limits and maintain hygiene.

Skills

Customer onboarding

Relationship management

Lending products

Wealth management

Frontline role

Education

Graduate

MBA

CA (professional qualification)

Job description

Brand: HSBC

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

Date: 18 Sept 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.

We are currently seeking an experienced professional to join the Wealth and Personal Bankingteam.

• Customer onboarding and relationship management at HIFSL NBFC performed through the following tasks:
• Meeting LAS (loan against securities) needs of customers referred by INM Top-tier and Premier teams
• Managing end-to-end customer lifecycle at HIFSL –
• Offering product solutions in line with customer requirements,
• Structuring the loan/collaterals,
• Loan pricing,
• Developing and getting loan proposals approved,
• Onboarding the customer,
• Supporting ongoing transactions and servicing,
• Keeping the customer informed on the loan account, collateral securities etc.
• Meeting relevant policies and procedures and governance standards
• Delivering on expected customer experience standards
• Timely renewals of existing sanctioned limits.
• Hygiene to maintained.

Role Requirements / Education Qualifications / Certifications / Experience:

• Graduate or a post graduate degree such as MBA or professional qualification like CA
• Relevant working experience/understanding in a front line or business function. Experience in wealth management/capital market, lending products etc. is preferred
• 10 years or more of work experience in lending industry

Note:

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.

Eligibility Criteria

• HIFSL employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
• Entity Employees (not from HIFSL) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted.
• Pro-tip : Familiarity with AI-enabled tools is an advantage.

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 HSBC relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC InvDirect Financial Services India Ltd