Vice President and Branch Sales Manager

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

The Vice President Branch Sales Manager (BSM) at International Wealth and Premier Banking (IWPB) plays a pivotal role in leading and implementing changes to deliver the business strategy effectively. This customer-facing role is crucial for understanding local branch customers and their surrounding demographics. IWPB is executing a multiyear growth strategy, pivoted on positioning as a global bank, committed to the long-term India growth story, and bringing to India its full scale of global capabilities. The Business is poised for growth and is currently adding 20 more branches in phases to its existing fleet of 26 branches. IWPB is looking for a customer-facing role to service primarily walk-in customers and manage and fulfill the customer requirements to their satisfaction.

Principal Responsibilities

• Lead and mentor a team of Premier Relationship Managers (PRMs) to achieve business objectives and deliver branch performance measures in line with the defined business plan.
• Ensure the highest standards of risk management, sales quality, control, and compliance as required by the Group.
• Drive the growth of IWPB business for the branch in line with strategic plans and projections.
• Increase the Wealth Management Services within the database by promoting Financial Review and Need-Based Sales.
• Monitor sales activity management information and use it to coach the team to achieve business goals.
• Build a prominent profile in the community to enhance HSBC's reputation and brand.
• Support Wealth Managers in resolving customer complaints and mobilize branch activities to generate leads.

Education Qualifications / Certifications and Requirements

• Post Graduate (Masters) Degree
• 5 to 10 years' experience in similar or leadership role
• Relevant certifications in financial planning or wealth management are advantageous.

Other Requirements (Knowledge and Experience)

• High energy and a tenacious approach with excellent sales and people management skills.
• Strong customer-driven focus with an emphasis on meeting needs, sales quality, and service standards.
• Strong interpersonal communication skills, especially in motivation, coaching, and team leadership.
• A strong sense of ownership, responsibility, and accountability.
• Ability to respond to and lead change on a personal and team level.
• Experience in planning, organizing, and coordinating initiatives to improve team performance.
• Up-to-date knowledge of developments in the mutual fund and insurance industry to capitalize on opportunities.

Skills

• Exceptional interpersonal skills, with a strong focus on inspiring, influencing, and negotiating effectively.
• Proficiency in coaching sales techniques and implementing best practices in sales management, both at the team level and on a one-to-one basis.
• Strong planning and organizational abilities.
• Excellent analytical skills for data-driven decision-making.
• Effective problem-solving skills to address challenges promptly and efficiently.

Regulatory Certifications

• Obtain relevant professional and regulatory qualifications as mandated by the local market.
• Meet any internal standards required by the market to ensure compliance and excellence.

Additional Information

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Useful Link

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India