Premier Relationship Manager
1 month ago
Job Title: Premier Relationship Manager
Job Summary: We are seeking a highly skilled Premier Relationship Manager to join our team at HSBC. As a Premier Relationship Manager, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and services.
Key Responsibilities:
- Maximize growth in your portfolio and achieve the RBWM plan/metrics
- Lead Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources
- Comply with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in your country
Requirements:
- Bachelor's degree with relevant experience
- Minimum of 5-8 years of Relationship management work experience with high net worth clients
- Evidence of strong sales results in insurance and investment products
- Relationship management experience with high net worth clients
- Strong technical skills in wealth management
- Strong communication, client focus and influencing skills
- Strong sales orientation, networking and portfolio management skills
- Sound knowledge of financial services products and services and the client relationship management system
- Understanding of business banking client segment and products and services
- Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Able to communicate well in English and local languages
Accreditations:
- IRDA and AMFI certifications are mandatory
Leadership Capabilities:
- Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
- Be ambitious about providing the highest standards of delivery to colleagues and clients
- Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
- Be authentic and show ability to engage with colleagues and clients to deliver at pace
- Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
Global Wealth Management - Relationship Manager Technical Capabilities:
- Client focus
- Sales orientation
- Portfolio management
- Communicating & influencing
- Marketplace knowledge
- Business understanding
- Premier products and services
- HSBC services and propositions
- Risk and compliance
- Business processes
- Tools and systems
-
Expert Premier Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India HSBC Full timeAbout the RoleThe HSBC Premier Relationship Manager is a critical role that requires a strong understanding of wealth management, sales, and client relationships. As a Premier Relationship Manager, you will be responsible for managing a portfolio of high net worth clients, providing them with tailored financial solutions, and helping them achieve their...
-
Sales Professional
1 month ago
Mumbai, Maharashtra, India Premier Tech Full timeAre you a results-driven professional looking to make a meaningful impact in the wastewater treatment industry?Your Future RolePremier Tech Water and Environment is seeking a highly motivated Sales Engineer to join our team. As a key member of our sales team, you will be responsible for developing and executing strategies to drive business growth and expand...
-
Strategic Engineering Manager
1 month ago
Navi Mumbai, Maharashtra, India Premier Consultants Full timeExciting Opportunity for a Technical Leader at Premier ConsultantsJob OverviewLead the delivery of critical web, mobile, and data applicationsGuide and direct the in-house development team on strategy projectsCollaborate with business owners, product owners, architects, and program delivery teams to build and deploy world-class applicationsDrive process...
-
Strategic Account Development Manager
2 weeks ago
Mumbai, Maharashtra, India Premier Road Carriers Limited Full timeAbout the RolePremier Road Carriers Limited seeks a skilled Strategic Account Development Manager to lead key account relationships and drive business growth.Key ResponsibilitiesManage high-pressure situations, ensuring seamless service delivery and excellent client satisfaction.Collaborate with internal teams to ensure timely billing and payment, as well as...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full timeAbout the RoleCandidates should have experience in managing clients of 10 lacs and above for their Banking, Investments, Insurance, and Lending requirements. Relevant experience in VRM-Virtual Relationship Management/Tele Sales in Liability/Insurance market is mandatory. Minimum Experience: Candidates should have Wealth Management/Investment/Insurance...
-
Strategic Equity Product Lead
4 weeks ago
Mumbai, Maharashtra, India InCred Premier Full time**About the Role**We are seeking an experienced Product Manager to lead our equity broking product portfolio. As the Product Manager, you will be responsible for developing and managing our equity broking product offerings. This includes identifying product opportunities, defining product strategies, and collaborating with cross-functional teams to bring...
-
Senior Relationship Manager
1 day ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCWe are seeking an experienced professional to join our team as a Senior Relationship Manager. This is a fantastic opportunity to take your career to the next level and unlock new opportunities.About UsHSBC is a global bank that offers a wide range of banking and wealth management services to individuals and businesses. We...
-
Strategic Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India IDFC FIRST Bank Full timeJob OverviewIDFC FIRST Bank is seeking a highly skilled Associate Relationship Manager - Corporate Coverage to spearhead business generation within stringent and dynamic regulations and bank's risk appetite to expand the volume of trade.Key ResponsibilitiesDevelop deep relationships with clients to become their banking partner of choice, ensuring seamless...
-
Compliance Manager
1 week ago
Mumbai, Maharashtra, India The Premier Consultants ( Recruitment Company ) Full timeJob Overview:The Premier Consultants (Recruitment Company) is seeking an experienced Compliance Manager to join our team in Mumbai. This role involves ensuring compliance with various regulations and laws, including IFSCA, SEZ, and SEBI AIF.Key Responsibilities:Developing and implementing compliance policies and proceduresEnsuring secretarial compliances...
-
Mumbai, Maharashtra, India Crest Full timeJob OverviewCrest seeks an experienced and skilled Premier Leasing Manager to lead our residential leasing team in South Mumbai. As a key member of our team, you will be responsible for managing the leasing process, providing exceptional customer service, and driving revenue growth.ResponsibilitiesManage a high-performing leasing team to achieve sales...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Tata AIA Life Insurance Full timeJob Title: Relationship ManagerAre you a seasoned sales professional looking for a new challenge? Do you have a passion for building strong relationships and driving business growth? We are seeking a highly motivated and experienced Relationship Manager to join our team at Tata AIA Life Insurance.Job Summary:The successful candidate will be responsible for...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Arting Digital Private Limited Full timeJob Title: Relationship OfficerJob Description for Arting Digital Private Limited:Position Overview:As a Relationship Officer at Arting Digital Private Limited, you will play a crucial role in creating and managing relationships with our OEM partners. Your primary focus will be to identify and close deals in the SMB/Enterprise segment, ensuring a healthy and...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full timeJob Title: Relationship ManagerJob Summary:The ideal candidate will be responsible for acquiring, growing, and deepening Super HNI Banking customer relationships through effective relationship management. This involves analyzing and satisfying the financial and investment needs and objectives of these high-net-worth customers.Key Responsibilities:Generate...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India A2Tech Full timeAbout the Role:We are seeking a skilled Relationship Manager to join our team at A2Tech.Key Responsibilities:Acquire new clients and increase engagement of existing clients by providing complete financial planning solutions.Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.Deliver outstanding customer service...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India OppenheimerFunds Distributor, Inc Full timeJob SummaryWe are seeking a highly motivated and experienced Relationship Manager to join our team at OppenheimerFunds Distributor, Inc. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our channel partners and distributors to drive sales growth and revenue.Key ResponsibilitiesDevelop and...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Pranam Recruiters Full timeJob DescriptionAs a Relationship Manager at Pranam Recruiters, you will play a pivotal role in understanding our clients' business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India HDFC Sales Private Limited Full timeJob Summary:HDFC Sales Private Limited is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for sourcing home loans from builders, real estate brokers, and other key stakeholders. You will also handle high net worth individual clients and achieve disbursement targets through lead generation.Key...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Kritech Technologies Full timeOur client, Kritech Technologies, is seeking a seasoned Relationship Manager to develop and maintain high-value relationships with HNI customers. The successful candidate will be responsible for analyzing and satisfying customers' financial, banking, investment, and business needs and objectives. This role will ensure the Bank's high net worth customers...
-
HNI Relationship Manager
1 month ago
Mumbai, Maharashtra, India A2Tech Full timeJob Title: HNI Relationship ManagerJob Summary:We are seeking a highly skilled HNI Relationship Manager to join our team at A2Tech. As a HNI Relationship Manager, you will be responsible for managing our high net worth individual (HNI) clients, retaining and enhancing advisory relationships, and providing them with exceptional customer service.Key...
-
HNI Relationship Manager
1 month ago
Mumbai, Maharashtra, India A2Tech Full timeWe are seeking an experienced HNI Relationship Manager to join our team at A2Tech.As an HNI Relationship Manager, you will be responsible for managing and retaining our high net worth client relationships, while also enhancing advisory services.Key responsibilities include managing trading and monitoring top clients, handling HNI advisory and AUM, and...