Eprm/growth Rm

2 weeks ago

Bengaluru, Karnataka, India HSBC Full time

  • 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.

We are currently seeking an experienced professional to join the WPB team.

Role Purpose


The role holder is responsible for successful implementation of Premier acquisition strategies and acquiring new-to-bank customers via primarily self-generated leads and supplemented by some centrally provided leads.

They would own the portfolio of such clients acquired by them and would be responsible for growing and nurturing these relationships and achieve business targets as laid down and in accordance with the business plan.

They would provide a single point of contact for all such Premier customers, anticipate needs and provide required banking/financial advisory services.

The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards.


Principal Accountabilities:
Key activities and decision making areas**Impact on the Business / Function

  • Acquisition of qualified NewtoBank Premier customer relationships
  • Build effective relationships with such acquired clients to grow the client portfolios and relationship size
  • Achieve agreed financial targets on portfolio growth and revenue generation by development of already acquired relationships as well as continuous acquisition of new relationships
  • Conduct business development activities by building networks with key influencers at organizations / communities with target customer segment
  • Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
  • Effective use of tools and information to drive client service delivery and WPB performance
  • Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
  • Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business.
  • Monitor and act on daily sales activity management information.
  • Establish and agree client contact strategies in line with Group operating models
  • Fully utilize and provide inputs to Client Relationship Management data, ensuring all client information is complete and kept up to date
Customers / Stakeholders

  • Own the client relationship with HSBC
  • Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
  • Maintain highest standard of excellence in client service across the team and with individual portfolio
  • Ongoing analysis of client portfolios through marketing of ideas and researching clients
  • Monitor client satisfaction data implementing portfolio level improvements
  • Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
Leadership & Teamwork

  • To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
  • Proactively support others through direct and indirect actions beyond activities particular to this role
  • Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multichannel client journey
  • Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs.
Operational Effectiveness & Control

Operational Effectiveness & Control

  • Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
  • Agree and manage lending facilities within any agreed Approval Authority (RAA)
  • Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss
  • Adhere to selling process and sales quality requirements.
  • Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations
  • 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.
  • Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities
  • Support the Country or Regional

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