HSBC Openings

Designation: AVP Premier (PRM)

Department: BBWM
Reporting to: VP Premier (SM PRM)
Location: Mentioned above
Indicative Band: 6 High

Responsibilities include but are not limited to

·        Achievement of sales targets and key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve AOP targets.

·        Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.

·        Proactive learning and self development initiatives to understand the latest product offerings in the market.

·        Effective management of customer relationships and anticipation of customers' financial needs on an ongoing basis

·        Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed

Skillsets Required (Mandatory)

Postgraduation with

·        AMFI/PTC accreditation

·        IRDA certification.

Licensed to sell wealth management products thru IRDA or AMFI
Excellent Communication & Networking Skills

Annexure 2

Designation: Assistant Manager ADVANCE

Department: BBWM
Reporting to: AVP ADVANCE (SM ADVANCE)
Location: Mentioned above
Indicative Band: 7 High

Responsibilities include but are not limited to

·        Managing HSBC ADVANCE customers of the branch and build the Advance liability balances.

·        Cross-sell of Insurance, Investment and Mortgage products to the existing Advance base.

·        Growing the liability book of the mapped customers.

·        Sourcing quality NTB Advance accounts

·        Identifying opportunities and generate referrals/closures for the retail asset products.

·        Meeting all financial and non-financial goals set out in the MPIs.

Skillsets Required (Mandatory)

Postgraduation with

·        AMFIaccreditation

·        IRDA certification.

Knowledge of Wealth Products
Excellent Communication & Relationship Management Skills

 

http://www.hsbc.co.in/1/2/miscellaneous/careers