Virtual Relationship Manager OI
HSBC
5 - 10 years
Mumbai
Posted: 23/05/2025
Job Description
Some careers open more doors than others.
The Overseas Indian Personal Banker role is accountable for remotely managing Personal Banking customers. The role holder will develop engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and “stickier” relationships.
This job will carry out some or all of the following tasks:
• Deliver the proposition by providing a consistently excellent customer experience
• On-board and activate customers within their targeted segment/portfolio
• Retain existing customers through engagement in-line with the market and segment strategy
• Identify and meet customers’ needs by providing them with an appropriate solution or introducing/referring them to the appropriate teams or departments
• Encourage customers to use additional channels where appropriate
• [Band 6 only] May be responsible for a specialized portfolio containing clients with more complex needs
• Leverage new capabilities and evolving tools to effectively communicate with clients remotely
• Ensure all activities, transactions and sales adhere to prevailing HSBC and regulatory standards
- Minimum Graduation or as required for the role, whichever is higher
Additional Information
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required
Useful Link
Link to Careers Site: Click HERE
You’ll achieve more when you join 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.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
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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.
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