Personal Financial Consultant Job in Mumbai at HSBC

HSBC is hiring for the role of Personal 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 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

Requirements:

• Minimum Graduation or as required for the role, whichever is higher
• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required