Head Investment Sales - South India

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 Business Descriptor:

Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join the INM WPB team.

Principal Responsibilities: 

1. Team Oversight & Supervision

·      Review client meeting notes or investment proposals submitted by ICs (sample basis).

·      Approve or validate large/complex investment recommendations or bespoke portfolio strategies.

·      Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts).

2. Client Engagement

·      Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs.

·      Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning.

3. Market Monitoring & Tactical Alignment

·      Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds).

·      Ensure team is aligned on talking points and investment narratives for client conversations.

4. Internal Coordination

    Daily sync with:

·      Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks.

·      Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs.

·      Compliance & Risk if required for specific approvals or clarifications.

5. Governance & Documentation

·      Review daily dashboards / surveillance alerts (if available) for IC activities.

·      Ensure all counselling notes and risk profiling updates are documented as per policy.

·      Respond to urgent internal audit or regulatory queries related to investment advisory.

6. Pipeline & Performance Reviews

Regular Review on:

·      Client engagement activity by ICs (calls/meetings/notes).

·      Conversion funnel (meeting conducted → implemented).

·      Top clients with high opportunity or low engagement.

·      Track AUM movement, product mix, and investment penetration.

7. Campaign & Initiative Planning

Plan IC support for:

·      Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration).

·      RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.).

    Regional events or virtual webinars with clients.

Qualifications/Requirements: 

·      At least 10 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

·      Demonstrate behaviours consistent with HSBC Values

·      Expertise in bank’s systems and processes

·      Skills in sales, financial planning and communication.

·      Knowledge of bank and operating platforms.

·      Industry and sector knowledge.

·      Knowledge of sales and service techniques and models.

Skills

·      Excellent interpersonal skills

·      Coaching techniques on a team or one to one basis

·      Planning and organising skills

·      Useful Link

About Company

HSBC (Hongkong and Shanghai Banking Corporation) is one of the world’s largest banking and financial services organizations. Headquartered in London, it operates in over 60 countries across Europe, Asia, the Americas, the Middle East, and Africa. Founded in 1865, HSBC offers a wide range of services including retail banking, commercial banking, investment banking, and wealth management. The bank focuses on connecting customers to global opportunities, especially in high-growth markets like Asia.