Client Acquisition & Business Development
Source New-to-Bank (NTB) Overseas Indian clients through referrals, corporate salary accounts, and targeted outreach.
Achieve sales and business growth targets as per HSBC’s Customer Strategic Plan (CSP).
Customer Relationship Management
Build and maintain long-term relationships with Overseas Indian customers.
Provide guidance on banking, investment, and wealth management solutions tailored to their needs.
Handle escalations and ensure high customer satisfaction.
Compliance & Risk Management
Ensure strict adherence to KYC (Know Your Customer), AML (Anti-Money Laundering), and all regulatory guidelines.
Mitigate financial, reputational, and operational risks by following HSBC’s compliance framework.
Marketing & Promotion Activities
Plan and execute local marketing events, campaigns, and client engagement programs to attract OI customers.
Represent HSBC at financial seminars, expos, and corporate tie-ups to promote OI banking services.
Cross-functional Collaboration
Work closely with Branch Banking, Premier Relationship Managers, Corporate Employee Programs (CEP), and Commercial Banking teams to identify opportunities.
Generate business synergies through referrals and cross-selling.
Reporting & MIS
Maintain accurate sales records, call reports, and business MIS (Management Information Systems).
Track business pipeline, conversions, and portfolio growth.
Service Excellence
Ensure timely resolution of client complaints and service requests.
Deliver on HSBC’s promise of fair outcomes for customers and uphold high standards of integrity and conduct.
| Benefit Type | What it Usually Includes |
|---|---|
| Compensation & Rewards | Competitive base salary + performance bonuses / variable pay. |
| Health & Insurance | Medical / health insurance, life insurance (sometimes family cover), possibly accident/disability insurance. |
| Wellbeing Programs | Mental health support, counselling services, wellbeing tools/apps, assistance programs. |
| Retirement / Provident Fund & Other Financial Protections | Provident fund, pension/retirement savings plan, gratuity (if applicable) etc. |
| Leave & Time Off | Paid leave (annual leave, casual leave, sick leave), maternity/paternity leave, and possibly other leave schemes. |
| Flexible / Hybrid Working | Flexibility in work location / alternate work modalities, remote or hybrid working depending on role. |
| Career Development | Training, upskilling programs, internal mobility, feedback / performance reviews, mentoring. |
| Employee Banking Perks | As an employee with HSBC, perks via salary accounts, fee waivers, preferential rates / offers on loans, credit cards etc. |
| Diversity & Inclusion | An inclusive culture, networks for employee support, identity-based groups, accommodating various backgrounds. |
🏢 Company Overview Full Name: HSBC Holdings plc Founded: 1865 in Hong Kong by Sir Thomas Sutherland Headquarters: 8 Canada Square, Canary Wharf, London, E14 5HQ, United Kingdom CEO: Georges Elhedery Website:... Read More