Customer Relationship Management
Manage a portfolio of Overseas Indian (NRI/OCI) clients.
Conduct regular engagement to understand needs and provide tailored solutions.
Handle onboarding, activation, and retention of customers.
Product & Service Promotion
Cross-sell banking products like accounts, loans, mortgages, credit cards, investments, and insurance.
Encourage adoption of digital and self-service channels.
Sales & Revenue Generation
Meet business targets around product penetration, customer satisfaction, and portfolio growth.
Drive revenue by converting customer needs into HSBC product usage.
Customer Service & Support
Resolve queries, complaints, and service requests promptly.
Provide high-quality financial advice and solutions aligned with HSBC guidelines.
Compliance & Risk
Ensure strict adherence to KYC, AML, and other regulatory requirements.
Follow HSBC policies and governance frameworks.
Collaboration
Work with other HSBC teams (wealth managers, loan specialists, insurance partners) for referrals and complex customer requirements.
Share customer insights with product & strategy teams.
Competitive monthly salary (fixed pay + incentives for achieving targets).
Performance-based bonuses depending on portfolio growth and cross-sell achievements.
Provident Fund (PF) & Gratuity as per Indian labor laws.
Health & life insurance coverage (for self and family).
Employee loan facilities (preferential rates on personal loans, home loans, vehicle loans, etc.).
Comprehensive medical insurance (covers hospitalization, outpatient, and family).
Mental health support programs & employee assistance.
Paid sick leave.
Structured working hours (mainly day shifts for OI relationship management).
Work-from-home / hybrid options since it is a virtual role.
Generous paid leave policy (annual leave, casual leave, parental leave, maternity/paternity benefits).
Access to HSBC’s global training programs.
Opportunity to move into Wealth Management, Premier Banking, or International roles after experience.
Skill development in sales, compliance, and digital banking.
Retirement benefits & pension schemes (as per policy).
Employee recognition awards & incentives.
Discounts on HSBC banking products & credit cards.
🏢 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