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 Sales Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments The team is responsible for implementing distribution strategy driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction Principal Responsibilities Team Oversight Supervision Review client meeting notes or investment proposals submitted by ICs sample basis Approve or validate large complex investment recommendations or bespoke portfolio strategies Provide guidance on critical cases escalated by ICs client objections complex products suitability doubts Client Engagement Direct interaction with key clients especially top-tier Premier and C-Suite clients where required by RMs or ICs Join strategic client meetings for portfolio rebalancing tactical ideas or complex estate liquidity planning Market Monitoring Tactical Alignment Disseminate global and local market updates HSBC Global Research CIO Office external feeds Ensure team is aligned on talking points and investment narratives for client conversations Internal Coordination Head of Wealth Premier Private for revenue priorities campaigns and IC support asks Product Teams MFs Bonds Alternatives to discuss product pipeline or support needs Compliance Risk if required for specific approvals or clarifications Governance Documentation Review daily dashboards surveillance alerts if available for IC activities Ensure all counselling notes and risk profiling updates are documented as per policy Respond to urgent internal audit or regulatory queries related to investment advisory Pipeline Performance Reviews Client engagement activity by ICs calls meetings notes Conversion funnel meeting conductedimplemented Top clients with high opportunity or low engagement Track AUM movement product mix and investment penetration Campaign Initiative Planning Plan IC support for Investment campaigns e g Equity SIP drive PMS AIF penetration overall wealth penetration RM IC joint engagement drives e g Top 100 clients NRI week etc Regional events or virtual webinars with clients Requirements At least 15 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 Knowledge of bank and operating platforms Industry and sector knowledge Knowledge of sales and service techniques and models Excellent interpersonal skills Coaching techniques on a team or one to one basis Planning and organising skills Useful Link Link to Careers Site ClickHERE You ll achieve more at 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 workplace 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 Issued by The Hongkong and Shanghai Banking Corporation Limited India

📌 Senior Vice President And Head Portfolio Counsellor, Wpb India (Maharashtra)
🏢 HSBC
📍 Maharashtra