Corporate Employee Banker

3 weeks ago

Bengaluru, Karnataka, India HSBC Full time

Unlock New Opportunities with HSBC

Are you looking for a career that will take you to new heights? 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.

Key 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 (e.g., 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 (e.g., 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 (e.g., 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.

Requirements

  • Post Graduate (Masters)/ MBA with two to five years' work exp.

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