NRI Business Development Manager
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HSBC International Wealth and Premier Banking (IWPB)
We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world..
We are currently seeking an ambitious individual to join our IWPB team, working together with colleagues to define, manage and achieve divisional business targets.
In this role, you will:
This role is of a Business Development Manager for UAE NRI Representative Office, the candidate would be responsible to acquire new-to-bank (NTB) Premier clients through external collaboration, activity and engagement and drive Net New Money (NNM) growth by identifying and converting affluent individuals into HSBC Premier relationships. The role focuses on sourcing, onboarding, and activating high-net-worth clients while ensuring compliance, and delivering an exceptional service experience.
• Identify, prospect, and onboard new Premier clients with a focus on affluent and emerging affluent individuals.
• Leverage internal and external lead sources, networking, and market intelligence to generate a strong pipeline.
• Achieve monthly and quarterly targets for Net New Money inflows.
• Encourage clients to fund accounts promptly post-onboarding and deepen wallet share.
• To plan and/or participate, including installation of desks at Third party/Industry events, corporate offices.
• Address such customer queries with information that is available in public domain, and assist with account opening, if the customer wishes to proceed
• For enquiries received through campaigns, local marketing activities and other initiatives, rep office staff will call on such leads to understand the customer need, address queries, and assist with account opening.
• To be up to date on the India services as available on the HSBC public websites sites to effectively and efficiently address customer queries.
• Any queries pertaining to products/services not listed on HSBC public website needs to be routed through to India HSBC team. A clear record of all such referrals have to be maintained as per the process.
• To assist the customers with account opening for completing form filling / documentation verification etc.
• Ensure customers are assisted with activating their accounts, including assist with digital account activation, debit card activation and account activation by ensuring the initial account funding is done as per the bank norms.
• Servicing and redressal of customer specific queries
• To ensure the cross border guidelines of HSBC are strictly adhered to at all times.
• To respond to customer complaints in a timely manner and to customer satisfaction