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Business Descriptor:
Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Guidance Notes : This job profile provides a broad overview of the Job Universal Banker WPB UB Leader and is not intended to exhaustively describe the job.

Job Introduction Universal Banker Leader




A branch-based customer facing role focused on servicing to primarily meet and greet customers upon branch entry and provide expert advice on digital channels, respond to any simple servicing queries and direct to appropriate channels.
Undertake lower risk product sales (up to and including account opening) and use EDRAS sales process to discover more complex customer needs for referral to sales staff and/or branch specialists. Deliver customer service proposition by providing consistently excellent customer experience and engaging assisting customers to use Digital/self-service channels where appropriate.

Principal Responsibilities
Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes.
1. Engage and Discover Customer Needs on Branch Entry
2. Acquire New to Bank Customers
3. Deliver Service Excellence
4. Promote and deliver Multi-Channel Engagement
5. Support

📌 Universal Banker Leader (New Delhi)
🏢 HSBC Global Services
📍 New Delhi