HSBC India | Vice President Portfolio Counseller

Principal responsibilities

• We are currently seeking an experienced professional to join the INM WPB team.
• Support PRMs to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
• Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
• Improve PRMs’ product specific technical knowledge by effective on-job coaching and training.

Qualifications/requirements

• At least 8 years of relevant experience in a Bank of Asset Management Companies.
• MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred.
• Strong analytical and problem solving skills.
• Proven ability in productivity enhancement.
• Expertise in bank’s systems and processes.
• Skills in sales, financial planning and communication.
• Knowledge of bank and operating platforms.
• Knowledge of sales and service techniques and models.
• Pro-tip : Familiarity with AI-enabled tools is an advantage.

HSBC

HSBC is one of the world's largest banking and financial services organisations. It was founded in Hong Kong in 1865 and is now headquartered in London.

HSBC is one of the longest-established foreign banks in India. Its global service centres hire finance professionals for financial control, regulatory reporting, risk, treasury and market-data roles.

• Industry: Banking and financial services
• Headquarters: London, UK
• In India: Banking operations and global service centres in cities such as Hyderabad, Bengaluru, Kolkata, Pune and Gurugram