Job Description
f you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
The Universal Banker (UB) role within HSBC's International Wealth and Premier Banking (IWPB) is pivotal in executing a multiyear growth strategy. This strategy is centered on positioning HSBC as a global bank committed to India's long-term growth story, leveraging its full scale of global capabilities. The business is poised for expansion, with plans to add 20 more branches to its existing fleet of 26 branches. The Universal Banker will play a crucial customer-facing role, servicing primarily walk-in customers and managing their requirements to ensure satisfaction. This role is integral to delivering effective branch customer interface functions in the front office and teller areas, aligning with the TCF principles to transition from mere transaction processing to need-based sales.
Maintain branch hygiene standards by ensuring promotional materials are correctly displayed and the banking hall and ATMs are clean.
Manage customer complaints and escalations to ensure a positive customer experience.
Migrate customers to alternate delivery channels in a friendly manner.
Adhere to operational standards set by the bank, maintaining control over customer deliverables and implementing audit recommendations.
Attain key performance indicators (KPIs) by acquiring new customers and promoting credit card and general insurance products.
Graduate degree
Experience ranging 2 – 4 years
Other Requirements (Knowledge and Experience)
Holistic understanding of branch operations and processes within the bank.
Exceptional and updated knowledge of banking products, systems, and processes.
Awareness of AML risk and adherence to regulatory guidelines and internal AML & Sanction Policy.
Ability to manage and fulfill customer requirements to their satisfaction, ensuring a positive customer experience consistently.
Strong Interpersonal Skills: Capable of building and maintaining positive relationships with colleagues and clients.
Regulatory Certifications:
~ FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
The Universal Banker (UB) role within HSBC's International Wealth and Premier Banking (IWPB) is pivotal in executing a multiyear growth strategy. This strategy is centered on positioning HSBC as a global bank committed to India's long-term growth story, leveraging its full scale of global capabilities. The business is poised for expansion, with plans to add 20 more branches to its existing fleet of 26 branches. The Universal Banker will play a crucial customer-facing role, servicing primarily walk-in customers and managing their requirements to ensure satisfaction. This role is integral to delivering effective branch customer interface functions in the front office and teller areas, aligning with the TCF principles to transition from mere transaction processing to need-based sales.
Maintain branch hygiene standards by ensuring promotional materials are correctly displayed and the banking hall and ATMs are clean.
Manage customer complaints and escalations to ensure a positive customer experience.
Migrate customers to alternate delivery channels in a friendly manner.
Adhere to operational standards set by the bank, maintaining control over customer deliverables and implementing audit recommendations.
Attain key performance indicators (KPIs) by acquiring new customers and promoting credit card and general insurance products.
Graduate degree
Experience ranging 2 – 4 years
Other Requirements (Knowledge and Experience)
Holistic understanding of branch operations and processes within the bank.
Exceptional and updated knowledge of banking products, systems, and processes.
Awareness of AML risk and adherence to regulatory guidelines and internal AML & Sanction Policy.
Ability to manage and fulfill customer requirements to their satisfaction, ensuring a positive customer experience consistently.
Strong Interpersonal Skills: Capable of building and maintaining positive relationships with colleagues and clients.
Regulatory Certifications:
~ FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
💡 Quick Summary
Seeking a career-building opportunity? The Banking Associates position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.