Am Corporate Employer Banker, Msf Wpb

2 weeks ago

Chennai Tamil Nadu, 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.

**Wealth and Personal Banking **is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers. Across Asia, where wealth pools are growing faster than in any other region. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs.

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

**Role Purpose**
- To source new EBS accounts from the existing corporate base and deliver on meeting NTB targets.
- Wealth - Engage with existing EBS customers and helping them identify their wealth needs ( eg digital wealth management account onboarding & new investment )
- To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans & Cards.
- To cross-sell Insurance products (Successful referral through simplified insurance journey)
- To engage with existing credit card customers and work towards spend activation of the same.
- Engage with existing EBS customers to increase penetration across various digital platforms (eg Mobile X & PIB)
- Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
- Maintain call reports, MIS & other tracking tools (eg LMS, RMS SFE etc) as required.
- To respond to customer complaints in a timely manner and to customer satisfaction
- Ensure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, sourcing caps etc)
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
- To ensure the KYC/AML norms of the bank are complied with at all times.

**Principal Responsibilities**
- To source new EBS accounts from the existing corporate base and deliver on meeting NTB targets.
- Wealth - Engage with existing EBS customers and helping them identify their wealth needs ( eg digital wealth management account onboarding & new investment )
- To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans & Cards.
- To cross-sell Insurance products (Successful referral through simplified insurance journey)
- To engage with existing credit card customers and work towards spend activation of the same.
- Engage with existing EBS customers to increase penetration across various digital platforms (eg Mobile X & PIB)
- Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
- Maintain call reports, MIS & other tracking tools (eg LMS, RMS SFE etc) as required.
- To respond to customer complaints in a timely manner and to customer satisfaction
- Ensure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, customer experience sourcing caps etc)
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
- To ensure the KYC/AML norms of the bank are complied with at all times.

**Customers / Stakeholders**
- Ensure a consistently high level of product and service delivery.
- Develop and maintain good customer relations and ensure effective service delivery.
- Timely and satisfactory closure of Customer complaints. Minimize complaint docking and high risk complaints
- Effectively implement issuance and handling of deliverables ( eg IWPs & Loan agreements ). Monitor for correctness of process and meeting specific customer needs.
- Use learnings from customer/area visits and discussions to sharpen the proposition and enhance delivery and provide feedback to leadership / central teams
- Comply to all relevant AML regulations & Global Standards

**People**
- Develop individual competence
- Develop a collaborative environment with all members of sales team
- Role model of HSBC Group Values, led by demonstrating and driving value based culture across spheres of WPB Business.

**Process and Controls**
- Have a systematic and methodical approach around sales planning
- Ensure bank processes are followed in view of product documentation, complaint management, system usage etc
- Ensure end to end u

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