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HSBC Group

Compare

4.0

based on 4.7k Reviews

Video summary

Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards

Top Rated Banking Company - 2024

200 HSBC Group Jobs

Vice President - Portfolio Counsellor

HSBC electronic data processing india pvt ltd

4.0

based on 4.7k Reviews

4-9 years

Kolkata

1 vacancy

Vice President - Portfolio Counsellor

HSBC Group

posted 8hr ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Salesforce Investment Banking Financial Analysis Analytical Chemistry Software Asset Management

+ 2 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.

If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Principal Responsibilities:

The role of an Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to customer with Funds under management of greater than INR 10M

Strengthen HSBC s image as a leading wealth provider by providing clients with access to advanced technical product expertise.

Support PRMs to gain more clients confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.

Assist PRMs in deepening and growing client relationships through identifying and uncovering clients needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client.

Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.

Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;

Improve PRMs product specific technical knowledge by effective on-job coaching and training.

Ring-fencing of Premier customers

End to end ownership of Investment Sales and Distribution business for the assigned patch and run strategic objectives like AUM Growth, Net Sales consistency, PRM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region s key performance objectives

IC to analyze portfolio of 35-40 customers every month and engage with them to provide advice based on sound investment expertise.

Requirements

At least 8 years of relevant experience in a Bank of Asset Management Companies
MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
Strong analytical and problem solving skills
Proven ability in productivity enhancement
Demonstrate behaviours consistent with HSBC Values
Expertise in bank s systems and processes
Skills in sales, financial planning and communication.
Sound problem solving skills.
Knowledge of bank and operating platforms.
Industry and sector knowledge.
Knowledge of sales and service techniques and models.

Skills

Excellent interpersonal skills
Coaching techniques on a team or one to one basis
Planning and organising skills

Useful Link

Link to Careers Site: Click HERE

You ll achieve more when you join (external) HSBC.

Employment Type: Full Time, Permanent

Read full job description

HSBC Group Interview Questions & Tips

Prepare for HSBC Group Vice President roles with real interview advice

What people at HSBC Group are saying

2.6

Rating based on 22 Vice President reviews

Anonymous · BFSI, Investments & Trading in Pune

Likes

The perks are good. Home loan, overdraft facility etc

Dislikes

Work culture. They promote bullying. It's like a old boy's club. New people are not welcomed. Toxic work environment

Skill development - Bad

+4 more

Read 22 Vice President reviews

Vice President salary at HSBC Group

reported by 658 employees with 8-22 years exp.

₹18 L/yr - ₹77.1 L/yr

11% less than the average Vice President Salary in India

View more details

What HSBC Group employees are saying about work life

based on 4.7k employees

65%

84%

74%

83%

Flexible timing

Monday to Friday

No travel

Day Shift

View more insights

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HSBC Group Kolkata Office Location

View all

Kolkata (1)

Kolkata Office

The Hongkong and Shanghai Banking Corporation Limited, Private Banking Department 31 B B D Bagh, Kolkata Kolkata
700 001