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Business Descriptor : 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.

Role Purpose

- To source current accounts from NTB from the existing corporate base and deliver on meeting NTB targets
- To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans, Cards, Premier

(referral)

- To ensure the KYC/AML norms of the bank are complied with at all times.
- To execute marketing events and promotions to generate business in their catchments, in conjunction with support

departments such as INM MKT

- To maintain call reports and MIS as required
- To respond to CEP complaints in a timely manner and to customer satisfaction
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation

of financial markets

Impact on the Business

- To source new accounts from NTB from the existing corporate base and deliver on meeting NTB targets
- To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans, Cards, Premier (referral)
- To ensure the KYC/AML norms of the bank are complied with at all times.




- To execute marketing events and promotions to generate business in their catchments, in conjunction with support departments such as INM MKT
- To maintain call reports and MIS as required
- To respond to CEP complaints in a timely manner and to customer satisfaction

Customers / Stakeholders

1. Ensure a consistently high level of product and service delivery for relevant customer touch points

2. Develop and maintain valuable customer relations and ensure effective service delivery

3. Timely and satisfactory closure of CEP complaints. Minimize complaint docking and high risk complaints

4. Effectively implement issuance and handling of IWPs. Monitor for correctness of process and meeting specific customer needs

5. Use learnings from customer/area visits and discussions to sharpen the proposition and enhance delivery and provide feedback to leadership / central teams

6. Comply to all relevant AML regulations & Global Standards

Process and Controls

1. Have a systematic and methodical approach around sales planning

2. Ensure bank processes are followed in view of product documentation, complaint management, system usage etc

3. Ensure end to end usage of leads allocated within allocated timelines with correct updation on CRMS

4. Safeguard the bank from potential loss/ damage arising out of stakeholder complaints.

5. Comply with the applicable laws, regulations,



Group and local policy related to Sanctions and AML policy of HSBC while undertaking various day to day operations.

6. Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures.

7. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities.

8. Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required

9. Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe.

10. Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC;

11. Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager

12. Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP.

13. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail.

14. To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc

15. Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down.

16. To be aware of AML risk posed by pouch and mail, M

📌 Assistant Manager Employee Workplace Solutions, Msf (Mumbai)
🏢 HSBC Global Services
📍 Mumbai