HSBC Holdings plc is a British multinational universal bank and financial services holding company. It is the largest bank in Europe by total assets ahead of BNP Paribas, with US$2.953 trillion as of December 2021.
HSBC Walk In on 11th March 2023
- Qualification: Any Graduate
- Experience : 00-05+years
- Role: Personal Wealth Planner
- Job Location: Pune
Job description:
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- Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures
- Protection related product and wealth planning services via Canara HSBC Life, HSBC AMC and nearly 500 + funds and products offered by a range of Fund Houses.
- Digital technology support and enablement via HSBC Personal Internet Banking Platform & the Mobile X platform.
- Fulfill secured and unsecured borrowing needs, when identified.
- Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
- Engage end to end I&I service, including customer needs identification, solution recommendations, application fulfilment, and follow up
- Provide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement and legacy planning needs
- Delivering against demanding performance expectations across customer engagement, financial planning and new business KPIs
- Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement
- Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization
Desired Candidate Profile
To be successful in the role, you should meet the following requirements:
1. University level education, preferably in finance, business or a related discipline
2. AMFI & IRDA Certified Planners shall have an advantage
3. Front line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry.
4. Good communication or excellent listening skills and ability to explain complex information in a concise manner
5. Highly self-motivated and self-disciplined with the ability to work effectively and independently
6. Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance
7. Strong verbal and written communication skills in Chinese
8. Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considere
- Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures
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