Premier Relationship Managers

HSBC Maharashtra, India
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AM Premier Services

Location: 

Mumbai, MH, IN, 400053


Brand:  HSBC

Area of Interest:  Branch and Retail Banking

Closing Date:  Home Worker

Date:  13 Jul 2026


Job description

Some careers open more doors than others. 

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

 

Job Introduction

Principal Responsibilities

  • Provide high-quality support to a team of Premier Relationship Managers (PRMs) to achieve income plans through acquisition, cross-sales, retention, and growth.
  • Act as the first point of contact for clients in the absence of PRMs, ensuring seamless service and relationship management.
  • Build extensive knowledge of HSBC systems and procedures to effectively handle client needs and improve process efficiencies.
  • Proactively identify opportunities to enhance customer service and process efficiencies.
  • Ensure clients consistently receive professional, premium service that exceeds expectations.
  • Maintain high standards of control and operational practices in line with HSBC’s expectations.
  • Enhance customer confidence in HSBC’s Global Premier proposition through systematic and regular communication.
  • Attain key performance indicators (KPIs) by acquiring new customers and promoting credit card and general insurance products.
  • Meet KPIs for referrals and cross-selling opportunities.

Education Qualifications / Certifications and Requirements

  • Graduate Degree
  • Minimum of two to five years of experience in a customer service or banking environment.
  • Holistic understanding of branch operations and processes.
  • Sound understanding of the company’s customer service requirements.

Other Requirements (Knowledge and Experience)

  • Exceptional and updated knowledge of banking products, systems, and processes.
  • Well-organized with a professional image and extraordinary business focus.
  • Strong customer orientation and ability to provide exemplary service.
  • Self-motivated with the drive to overachieve on goals and targets.
  • Ability to build close relationships with team members and skillful association with support group colleagues.

Skills

  • Exceptional Communication Skills: Ability to convey information clearly and effectively across various channels.
  • Strong Interpersonal Skills: Capable of building and maintaining positive relationships with colleagues and clients.
  • Highly Organized: Demonstrates meticulous attention to detail and efficient task management.
  • Collaborative Team Player: Works well within a team, contributing to collective goals and fostering a supportive environment.
  • Proactive and Efficient: Acts swiftly and decisively to achieve objectives, ensuring timely completion of tasks.

Regulatory Certifications:

FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding

 

Pro-tip : Familiarity with AI-enabled tools is an advantage.  

Additional Information:

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

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

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