Am Premier Services - Mumbai, Maharashtra, India - HSBC

HSBC

Verified Company

Mumbai, Maharashtra, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Job description

Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.

Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers' needs.

We are currently seeking an experienced person to join the WPB Premier Services Team

Role Purpose

The HSBC Premier offering is one of the world's first globally linked banking offerings. And of strategic importance for HSBC, the role requires you to be part of premier relationship team across branches
The role provides dedicated support to a team of Premier Relationship Managers (PRM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day to day contact with their clients in the delivery of the proposition objectives
In order to deliver client centric service the role also requires you to be a point of contact for clients as and when required and provide customer with a memorable service experience by having a problem solving attitude

In addition, the Premier Officer may provide credit/lending support to the PRM if dictated by market requirements. Building an ongoing relationship based on value and service is critical to being successful in this role.

In order to deliver a high quality service to our highest value personal clients the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.

Principal Responsibilities

Impact on the business

Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients
Reduce the time spent on process and administrative tasks by PRM to increase PRM's capacity
Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth handoff to the correct channels where appropriate, and managing key event reminders to maintain active client contact
Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement

Clients/Stakeholders

Handle client's enquiries relating to the PRM's portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer's queries at the first point of contact and minimise referrals to the PRM for routine transactions.
Has strong knowledge of the PRM's portfolio of clients with the support of CRMS and analytical tools
Proactively responds to client in facetoface and/or telephone settings, updating client profile screens with details of client contact
Maintains a basic understanding and technical knowledge of relevant products and services
Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up
Manager the Premier desk (including required contact activity) in the absence of PRM.
Assist the PRM in organizing events as and when required.
Refer the attrition cases to PRM immediately
Coordinate with cross functional teams to manage Premier TAT / customer expectations

Leadership and teamwork

Efficiently manages time in order to support different PRMs concurrently
Proactively identifies opportunities/issues and provides feedback to branch management and HTS to improve products and service processes

Delivering the firm

Put the client at the heart of our business and deliver joined up services and solutions aligned to customer needs.

Operational effectiveness and control

Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards, regulatory requirements, Group Compliance Policy and Internal Controls.
Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and compla