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Virtual Relationship Manager OI

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 2 months ago

No clicks

The Overseas Indian Personal Banker remotely manages Personal Banking customers, aiming to engage, retain and activate clients by identifying needs and opportunities to deepen relationships. Responsibilities include onboarding and activating customers within their targeted segment, retaining existing clients through ongoing engagement, and providing solutions or referrals to meet customer needs. The role emphasizes delivering an excellent customer experience, encouraging multi-channel usage, leveraging new capabilities for remote communication, and ensuring all activities comply with HSBC and regulatory standards; Band 6 may be responsible for a specialized portfolio with more complex needs.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Some careers open more doors than others.

If youre looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC

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 HSBCs 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, Private Banking and Insurance.

The Overseas Indian Personal Banker role is accountable for remotely managing Personal Banking customers. The role holder will develop engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and stickier relationships.

This job will carry out some or all of the following tasks:

Deliver the proposition by providing a consistently excellent customer experience

On-board and activate customers within their targeted segment/portfolio

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

Identify and meet customers needs by providing them with an appropriate solution or introducing/referring them to the appropriate teams or departments

Encourage customers to use additional channels where appropriate

[Band 6 only] May be 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

Qualifications

  • Minimum Graduation or as required for the role, whichever is higher

Additional Information

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

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Virtual Relationship Manager OI

Compensation

Not specified

City: Not specified

Country: Not specified

HSBC logo
Other

2 months ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

The Overseas Indian Personal Banker remotely manages Personal Banking customers, aiming to engage, retain and activate clients by identifying needs and opportunities to deepen relationships. Responsibilities include onboarding and activating customers within their targeted segment, retaining existing clients through ongoing engagement, and providing solutions or referrals to meet customer needs. The role emphasizes delivering an excellent customer experience, encouraging multi-channel usage, leveraging new capabilities for remote communication, and ensuring all activities comply with HSBC and regulatory standards; Band 6 may be responsible for a specialized portfolio with more complex needs.

Full Job Description

Some careers open more doors than others.

If youre looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC

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 HSBCs 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, Private Banking and Insurance.

The Overseas Indian Personal Banker role is accountable for remotely managing Personal Banking customers. The role holder will develop engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and stickier relationships.

This job will carry out some or all of the following tasks:

Deliver the proposition by providing a consistently excellent customer experience

On-board and activate customers within their targeted segment/portfolio

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

Identify and meet customers needs by providing them with an appropriate solution or introducing/referring them to the appropriate teams or departments

Encourage customers to use additional channels where appropriate

[Band 6 only] May be 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

Qualifications

  • Minimum Graduation or as required for the role, whichever is higher

Additional Information

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

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.