HSBC Jobs in Hyderabad – Relationship Manager

Job Description:

The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.

Top Tier Relationship Managers require exceptional ability to build trusting relationships with existing and potential Top Tier Premier clients, help clients articulate their needs, and deliver to exceed client expectations.

Job Responsibilities:

• Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
• Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.
• Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate
• Achieve agreed Key Performance Indicator objectives through the development of existing and new Top Tier client relationships
• Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey
• Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
• Use tools, information, and delivery channels effectively to deliver the highest levels of client service
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
• Adhere to selling process and sales quality requirements
• Maintain a minimum standard of qualifying Top Tier Premier clients within portfolio as stated by Group
• Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Job Requirements:

• Understanding of business banking client segment and products and services
• Strong communication, client focus and influencing skills
• Sound knowledge of financial services products and services and the client relationship management system
• Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in insurance and investment products
• Strong sales orientation, networking and portfolio management skills
• Bachelor’s degree with relevant experience
• Relationship management experience with high net worth clients
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Local regulatory & license requirements – job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
• Strong technical skills in wealth management

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: Hyderabad, Telangana, IN

Application Deadline: N/A

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