highlisted

Vice President - Business Development, Strategic Channels, North India

HSBC·Delhi

Pay not statedLead levelFull-time

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About the role

The role holder will assume responsibility for High Net Worth Individual (HNWI) and Ultra High Net Worth Individual (UHNWI) customer acquisition for wealth management services, in the assigned city/ region, by building and managing relationships with referral partners like Law firms, CA firms, Real Estate consultants and other professionals.

What you'll do

  • Acquire New To Bank HNWI customers for wealth management and international banking services by generating referrals from Investment Firms, Investment Law firms
  • Identify and build new referral partners and engage with them consistently through meetings, events
  • Manage the referral flow funnel from referral initiation till conversion and contribute to lifecycle revenue
  • Meet Operating Plan Target numbers for New To Bank HNWI customers acquired every month and other Banking products as assigned from time to time
  • Ensure exceptional on-boarding experience for new customers through seamless handover to assigned Relationship Managers and Branch Teams

What you need

  • Business development
  • Sales
  • Wealth management
  • Internal controls
  • Communication
  • Chartered Accountant

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