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VP - Lead Premier Financial Consultant

1 month ago

mumbai, India HSBC Full time

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..

 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.

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

Job Introduction

The Lead Personal Financial Consultant role is accountable for managing, supervising the Personal Financial Consultants who would manage Premier non qualified customers.The role holder will oversee the team develop , engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and “stickier” relationships.

The role is primarily aimed at managing the following aspirational goals through PFCs:

·Relationship management of unmapped Premier customers

·Identifying and referring / fulfilling customer needs aided by analytics driven triggers

·Imparting a world class experience aligned to the customer promise, and

·Increasing wallet share through value build, transitioning customers up the client continuum

Principal Responsibilities

·Deliver the proposition by providing a consistently excellent customer experience, achieving the relevant contact standards and enhancing the client facing time for Customers

·Primary contact for Premier non-qualified non-named RM managed customers and providing banking services and wealth management support

·Act as a brand ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact

·Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client facing time for Customers

·Activate customers within their targeted segment/portfolio and generate NTB referrals

·Retain existing customers through engagement in-line with the market and segment strategy

·Identifying Customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst taking ownership of the day to day servicing of customer needs.

·Encourage customers to use additional channels where appropriate

·Responsible for a specialized portfolio containing clients with more complex needs

·Leverage new capabilities and evolving tools to effectively communicate with clients remotely

·Ensure all activities, transactions and sales adhere to prevailing HSBC and regulatory standards. Maintain and grow profitable long-term relationships with client in line with the Customers channel of choice and focus on developing more meaningful customer relationships whilst improving income generation

·Deliver a consistent and tailored wealth management service to our Premier clients by referring to team of experts as appropriate in market

Requirements 4-5 years of relevant experience in a Bank of Asset Management Companies MBA from a reputed institute preferred, Post Graduate Degree is preferred Customer centric attitude and problem-solving skills 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. Knowledge of sales and service techniques and models.

Skills

Excellent interpersonal skills Coaching techniques on a team or one to one basis Planning and organising skills

Additional Information

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Useful Link

Link to Careers Site: Click 

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