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الوصف الوظيفي

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.


We are currently seeking an experienced professional to join the Vice President and Branch Sales Manager, WPB


Branch Sales Manager (BSM) is a pivotal role in a branch . Being a customer facing role The BSM has a central role to play in effectively leading and implementing changes introduced as an integral part of delivering the business strategy. Which requires good understanding the local branch customers and its surrounding demography.


This has to be achieved byleading and mentoring a team of Premier Relationship Managers. The Role’s success will be achieved by creating and maintaining an environment where the Wealth Sales Manager andhisteam achieve the business objectives (KPI) and deliver the branch performance measures in line with the defined business plan.


BSM needs to ensure that the above mentioned needs to be achieved by maintaining the highest standards of risk management, sales quality, control and compliance as required by the Group, BSM also needs to ensure that WPB operating model is implemented by adhering to the Group standards in customer contact strategy and delivery of those standards in accordance with any specific local requirements.


There needs to be a overall emphasis to direct and mentor the team to operate and display with highest levels of values and desired behaviors.


Principal Responsibilities


  • Lead PRMs in line with the processes and activities in the WPB Operating Model and other operational guidelines to achieve consistency of management of our people and delivery of service and sales to HSBC customers
  • Monitor and act on sales activity management information and other internal information tools, using them to coach your team and achieve the business goals
  • Leading the team to make them effective relationship managers
  • Identify and act on factors that would increase local competitiveness
  • Lead your team to deliver thekey performance indicators (KPIs) and planand ensure growth ofWPB business for branch in line with INM strategic Plan / AOP projections
  • Lead and manage the PRM team
  • Drive a high performance culture through robust objective setting,performance reviews and action to address poor performance
  • Evaluate performance against KPIs and make discretionary incentive recommendations in line with the Group incentive plans
  • Train, maintain and develop your team to a level appropriate for the business and in line with country training plans
  • Recruit and onboard high caliber individuals in line with headcount and resourcing plans
  • Maintain and enhance personal and team knowledge and skills through sharing best practice for creating an exceptional customer experience
  • Hold regular team and one-to-one meetings with team members to share priorities, establish focus, coach and address risks & issues
  • Role-model HSBC values and create an inclusive work environment which embraces diversity and fosters engagement
  • Demonstrate connectivity to other teams and actions which benefit the Group above local interests
  • Use technical expertise and business understanding to improve customer satisfaction and RM performance
  • Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations
  • Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required bythe AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures.
  • Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities
  • Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required
  • Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe
  • Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC;
  • Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager
  • 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
  • Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail
  • Ensuring that sales & operations are undertaken in accordance with WPB FIM, BIMs and Credit Policy Manual appropriate lending guidelines
  • The principal regulations under which the job holder operates include the WPB FIM, BIM and local regulations issued from time to time by SEBI / RBI / AMFI / IRDA. The jobholder needs to operate independently within the overall policy framework laid down by WPB INM.
  • Ensure all processes for sales & operations are in place and manage within any agreed Authorities
  • Maintain the branch operating rhythm in line with the network operating model
  • Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
  • Specifically ensure active management and compliance with Anti-Money Laundering, Know Your Customer and Sales Quality standards
  • Undertake Sales, Operational and Credit sampling in your branch, as directed by published bank procedures
  • The jobholder has to function within the purview of the Sales Compliance Guidelines as laid down in the I & I manuals. The Sales Compliance Officer on all aspects covered in the Sales Compliance Manual would audit each area
  • Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate PRMs use the support provided by specialists
  • Personally manage the application of EDRAS, client funnel management and sales quality standards
  • Implement customer relationship and proposition strategies
  • In conjunction with your team build a prominent profile in the community in which you are based in a way that builds HSBC’s reputation and brand
  • Support the WMs to resolve customer complaints in partnership with the Branch Service stream
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