AVP - Premier Financial Consultant Job in Mumbai at HSBC

HSBC is hiring for the role of AVP - Financial Consultant!

Responsibilities of the Candidate:

• Deliver the proposition by providing a consistently excellent customer experience, achieving 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 the 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 clients in line with the Customer's 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 the team of experts as appropriate in the market
• The primary point of contact for retail banking requirements (and low-value wealth management requirements where appropriate in the 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 wallets 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
• Mandatory to complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.