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Hiring companyHSBC

Verified 4 days ago

AVP Premier Relationship Manager

Pune,Maharashtra,India Full-time On-site

About the role

Premier Banking team at HSBC focuses on delivering comprehensive wealth and financial advisory services to high‑net‑worth clients. The AVP Premier Relationship Manager cultivates and expands client relationships, conducts regular portfolio reviews, and cross‑sells banking products while ensuring compliance with KYC, AML and internal policies. Pune, India, on‑site role with hybrid collaboration across branch teams and corporate support.

What you’ll do

  • Manage and grow Premier client portfolios
  • Conduct client reviews and recommend tailored solutions
  • Cross‑sell banking and wealth products
  • Maintain compliance with KYC/AML policies
  • Collaborate with branch and corporate teams

What you’ll bring

  • Bachelor's degree or equivalent
  • 3-5 years wealth management experience
  • Professional certifications (AMFI, NISM, etc.)

Nice to have

  • Proven client relationship management with HNI clients
  • Strong sales and portfolio growth track record
  • Knowledge of wealth products and regulatory compliance

Skills

Wealth ManagementClient RelationshipSales StrategyRegulatory ComplianceFinancial Advisory