AM Regional MSF Support

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We are currently seeking an experienced professional to join the Mobile Sales Force in our Wealth & Personal Banking team.

Wealth & Personal Banking serves millions 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.

Principal Responsibilities

The role incumbent will provide support to CEP/Premier/Mortgages sales teams in tracking portfolio, lead management & BAU activities. S(he) will also support on resolving queries /complaints and liaise with the central teams to ensure resolution.

• Facilitate the acquisition team enabling them to achieve targets- Assisting in acquiring, processing & opening of New-To-Bank Accounts (Both Premier & Advance), Cards, Personal Loans & Home Loans
• Home Loans & Credit Cards file processing
• File and form checking for Account Opening
• Lead Management for Corporate Employee Programme (CEP) CSO, Mortgage DSF, Premier Client Management(PCM) - assigning and tracking leads, ensuring proper closure in CRMS with apt narration
• MI Management- MI agreement tracker to be properly maintained
• Maintaining Daily Report, Sales reports, Sales Call Data & Recruitment Tracker
• Maintaining data for TPMI Agreements
• Ensure a consistently high level of product and service delivery for relevant customer/sales touch points
• Develop and maintain good customer relations and ensure effective service delivery (including Complaint Management)
• Extend support towards reduction in KYC errors, discrepancies
• Monitoring requests for Salary processing done through payments, processing of other ad hoc payments like bonus, incentives etc.
• AOF checking and maintaining, ensuring proper completeness of forms
• Develop a collaborative environment with all members of sales team

• vBe a role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes Treating Customer Fairly (TCF) principles in all spheres of RBWM Business.

  
  

  vEnsuring adherence to all audit and sales compliance requirements.

  
  

  vComply with the applicable laws, regulations, Group and local policy related to Sanctions and AML policy of HSBC while undertaking various day to day operations.

  
  

  vDemonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP.

  
  

  vBe aware and identify high risk indicators for various products and Services offered by INM RBWM (ex. cash, insurance, credit cards products etc.)

  
  

  vEnsure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down.

  
  

  vEnsure Adherence to the  regulatory guidelines and internal AML  & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures

  
  Must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in an effective and polite manner