08 Oct
|
HSBC Global Services
|
India
08 Oct
HSBC Global Services
India
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.
Principal Responsibilities
• Provide sales, administrative and client-servicing support to PRMs.
• Arrange client appointments and support portfolio growth objectives.
• Handle routine client enquiries promptly, resolving them at first contact where possible.
• Support financial reviews, product solutions, sales documentation, data input and reporting.
• Manage the Premier desk when the PRM is unavailable and coordinate with relevant support teams.
• Maintain accurate client records and ensure timely follow-up.
• Assist with Premier events and escalate attrition risks, complaints and complex matters.
• Follow HSBC policies, regulatory requirements and internal controls, including KYC, AML, sanctions, CDD and EDD requirements.
• Identify opportunities to improve processes and enhance the client experience.
Role Requirements / Qualifications / Experience
•
• Experience in branch banking, customer service, relationship support, wealth management or financial services.
• Good knowledge of retail banking and wealth-management products, systems and processes.
• Solid communication, organisation, problem-solving and stakeholder-management skills.
• Ability to manage competing priorities while supporting multiple PRMs.
• High attention to detail and commitment to accurate processing and documentation.
• Understanding of operational risk, compliance, AML, sanctions and customer due-diligence requirements.
• Client-focused, proactive and professional approach.
Additional Information
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
Familiarity with AI-en
📌 Premier Service Manager (India)
🏢 HSBC Global Services
📍 India