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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
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