Virtual Relationship Manager OI

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.

Responsibilities:

• 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 Notes:

Familiarity with AI-enabled tools is an advantage.

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

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.