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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

110 HSBC Group Jobs

Virtual Relationship Manager OI

HSBC electronic data processing india pvt ltd

3.9

based on 4.8k Reviews

1-2 years

Mumbai

1 vacancy

Virtual Relationship Manager OI

HSBC Group

posted 1mon ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Software Configuration Management Salesforce Relationship Management Anti Money Laundering Training

+ 2 more

Job Description

Some careers open more doors than others.

The Overseas Indian Personal Banker role is accountable for remotely managing Personal Banking 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.

This job will carry out some or all of the following tasks:

Deliver the proposition by providing a consistently excellent customer experience

On-board and activate customers within their targeted segment/portfolio

Retain existing customers through engagement in-line with the market and segment strategy

Identify and meet customers needs by providing them with an appropriate solution or introducing/referring them to the appropriate teams or departments

Encourage customers to use additional channels where appropriate

[Band 6 only] May be 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

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 when you join 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

Prepare for Virtual Relationship Manager roles with real interview advice

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