AM Relationship Manager Job In Hsbc In Bangalore

Job Responsibilities

Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
Engage end to end I&I service, including customer needs identification, solution recommendations, application fulfilment, and follow up
Provide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement and legacy planning needs
Delivering against demanding performance expectations across customer engagement, financial planning and new business KPIs
Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement
Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization
Ensure self and team activities comply with relevant legal and regulatory requirements and meet
HSBC standards and procedures

Qualification:
Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considered
University level education, preferably in finance, business or a related discipline
AMFI & IRDA Certified Planners shall have an advantage
Front line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry
Good communicator—excellent listening skills and ability to explain complex information in a concise manner
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance

Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considered
University level education, preferably in finance, business or a related discipline
AMFI & IRDA Certified Planners shall have an advantage
Front line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry.
Good communicator—excellent listening skills and ability to explain complex information in a concise manner
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance

Hsbc is looking for MBA / PGDM / MBM profile candidates.

Candidate Should Be Direct Apply ALso

HSBC Holdings plc is a British universal bank and financial services group headquartered in London, England, with historical and business links to East Asia and a multinational footprint. It is the largest Europe-based bank by total assets, ahead of BNP Paribas, with US$2.953 trillion as of December 2021.