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HSBC Group

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3.9

based on 4.8k Reviews

Video summary

Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards

Top Rated Banking Company - 2024

202 HSBC Group Jobs

AVP - Premier Financial Consultant

HSBC electronic data processing india pvt ltd

3.9

based on 4.8k Reviews

5-10 years

Mumbai

1 vacancy

AVP - Premier Financial Consultant

HSBC Group

posted 2mon ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Finance Data Analytics Relationship Management Anti Money Laundering Wealth Management

+ 3 more

Job Description

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.

This job profile provides a broad overview of the Job Personal Financial Consultant

The Personal Financial Consultant role is accountable for remotely managing Premier non qualified customers. The role holder will develop , engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and stickier relationships. The role is primarily aimed at managing the following aspirational goals.

Relationship management of unmapped Premier customers
Identifying and referring / fulfilling customer needs aided by analytics driven triggers
Imparting a world class experience aligned to the customer promise, and
Increasing wallet share through value build, transitioning customers up the client continuum

Role responsibilities

Deliver the proposition by providing a consistently excellent customer experience, a chieving the relevant contact standards and enhancing the client facing time for Customers
Primary contact for Premier non-qualified non-named RM managed customers and providing banking services and wealth management support
Act as a brand ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact
Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client facing time for Customers
Activate customers within their targeted segment/portfolio and generate NTB referrals
Retain existing customers through engagement in-line with the market and segment strategy
Identifying Customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst taking ownership of the day to day servicing of customer needs
Encourage customers to use additional channels where appropriate
Responsible for a specialized portfolio containing clients with more complex needs
Leverage new capabilities and evolving tools to effectively communicate with clients remotely
Ensure all activities, transactions and sales adhere to prevailing HSBC and regulatory standards. Maintain and grow profitable long-term relationships with client in line with the Customers channel of choice and focus on developing more meaningful customer relationships whilst improving income generation
Deliver a consistent and tailored wealth management service to our Premier clients by referring to team of experts as appropriate in market

Accountabilities

P rimary point of contact for retail banking requirements (and low value wealth management requirements where appropriate in market) for Non-RM Managed Premier Qualified clients
Drive achievement against expectations for revenue generation, product alignment, customer satisfaction and cost containment
Grow HSBC s share of high-net-worth client wallet involving investment and other products to ensure product capabilities are in line with client/sector requirements
Successful implementation of acquisition strategies and acquiring new-to-bank customers via central, self-generated leads or Branch opportunities
Getting to know customers through approved methods and building relationships with them

Requirements

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

Additional Information

Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required

Useful Link

Link to Careers Site: Click HERE

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.

Employment Type: Full Time, Permanent

Read full job description

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