Job Description
Job Description
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-1+), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.
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.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2026 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs.
We are currently seeking an experienced professional to join the INM WPB team.
Role Purpose
• To source new salary accounts from the existing corporate base and deliver on meeting targets.)
• To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans & Cards.
• To cross-sell Insurance products (Successful referral through simplified insurance journey)
• Engage with existing EBS customers (salary account holder) to increase penetration across various digital platforms (like Mobile banking application & Internet Banking) Additionally identify Wealth need and assist to open the Wealth account through mobile banking.
• Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
• Maintain call reports, MIS & other tracking tools (HSBC Backend system SFE) , excel etc)
• To respond to customer complaints in a timely manner and to customer satisfaction
• Ensure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, sourcing caps etc)
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Also comply with KYC/ AML norms of the bank
Principal Responsibilities
• To source new salary accounts from the existing corporate base and deliver on meeting targets.)
• To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans & Cards.
• To cross-sell Insurance products (Successful referral through simplified insurance journey)
• Engage with existing EBS customers (salary account holder) to increase penetration across various digital platforms (like Mobile banking application & Internet Banking) Additionally identify Wealth need and assist to open the Wealth account through mobile banking.
• Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
• Maintain call reports, MIS & other tracking tools (HSBC Backend system- SFE) , excel etc)
• To respond to customer complaints in a timely manner and to customer satisfaction
• Ensure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, sourcing caps etc)
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Also comply with KYC/ AML norms of the bank
Customers / Stakeholders
• Ensure a consistently high level of product and service delivery.
• Develop and maintain good customer relations and ensure effective service delivery.
• Timely and satisfactory closure of Customer complaints. Minimize complaint docking and high risk complaints
• Effectively implement issuance and handling of deliverables (Welcome Packs containing customer deliverables & Loan agreements). Monitor for correctness of process and meeting specific customer needs.
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-1+), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.
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.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2026 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs.
We are currently seeking an experienced professional to join the INM WPB team.
Role Purpose
• To source new salary accounts from the existing corporate base and deliver on meeting targets.)
• To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans & Cards.
• To cross-sell Insurance products (Successful referral through simplified insurance journey)
• Engage with existing EBS customers (salary account holder) to increase penetration across various digital platforms (like Mobile banking application & Internet Banking) Additionally identify Wealth need and assist to open the Wealth account through mobile banking.
• Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
• Maintain call reports, MIS & other tracking tools (HSBC Backend system SFE) , excel etc)
• To respond to customer complaints in a timely manner and to customer satisfaction
• Ensure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, sourcing caps etc)
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Also comply with KYC/ AML norms of the bank
Principal Responsibilities
• To source new salary accounts from the existing corporate base and deliver on meeting targets.)
• To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans & Cards.
• To cross-sell Insurance products (Successful referral through simplified insurance journey)
• Engage with existing EBS customers (salary account holder) to increase penetration across various digital platforms (like Mobile banking application & Internet Banking) Additionally identify Wealth need and assist to open the Wealth account through mobile banking.
• Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
• Maintain call reports, MIS & other tracking tools (HSBC Backend system- SFE) , excel etc)
• To respond to customer complaints in a timely manner and to customer satisfaction
• Ensure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, sourcing caps etc)
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Also comply with KYC/ AML norms of the bank
Customers / Stakeholders
• Ensure a consistently high level of product and service delivery.
• Develop and maintain good customer relations and ensure effective service delivery.
• Timely and satisfactory closure of Customer complaints. Minimize complaint docking and high risk complaints
• Effectively implement issuance and handling of deliverables (Welcome Packs containing customer deliverables & Loan agreements). Monitor for correctness of process and meeting specific customer needs.
💡 Quick Summary
Seeking a career-building opportunity? The AVP | Corporate Employee Banking Management position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
