HSBC is actively recruiting for the position of Assistant Manager – Relationship in Pune. Don’t miss this opportunity – apply now and empower your career journey!
About HSBC :
HSBC Bank is a global financial institution known for its extensive reach and comprehensive banking services. With a presence in numerous countries, it offers a wide range of financial products and solutions to individuals and businesses. HSBC is committed to diversity and innovation, providing customers with a secure and convenient banking experience while focusing on digital advancements to meet evolving financial needs.
Job Overview :
Job Title: Associate/Senior Associate/Assistant Manager – Relationship Manager
Location: Pune, India
Job Type: Permanent – Full Time
Work Style: Office Working
Description :
In this role, you will:
- Identify and seize investment and insurance (I&I) business opportunities, utilizing financial planning methodologies to ensure equitable outcomes for all customer types.
- Engage in end-to-end I&I services, including identifying customer needs, offering solutions, fulfilling applications, and follow-ups.
- Provide expert advice on suitable I&I solutions to address family protection, education, retirement, and legacy planning needs.
- Deliver on challenging performance expectations across customer engagement, financial planning, and new business KPIs.
- Manage individual portfolios to ensure the highest levels of customer satisfaction and persistency through post-sales and ongoing customer engagement.
- Cultivate a positive team culture by ensuring quality business referrals and enhancing referral skills among team members and the broader organization.
- Ensure that both personal and team activities comply with relevant legal and regulatory requirements, meeting HSBC standards and procedures.
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Requirements:
- University-level education, preferably in finance, business, or a related field.
- AMFI & IRDA Certified Planners will have an advantage.
- Front-line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry.
- Strong communication skills, including excellent listening skills and the ability to explain complex information concisely.
- Highly self-motivated and self-disciplined, with the ability to work effectively and independently.
- Possess the capability 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 also be considered.
How to apply :
To apply for this job simply click on the “Apply Now” below
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