Assistant Manager Business Development Manager

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Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking to become one of the worlds largest global wealth managers . Across Asia where wealth pools are growing faster than in any other region HSBCs wealth revenues grew . 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.

Principal Responsibilities

• Cross-sell leads generated ensuring every sales opportunity is pursued and closed within defined parameters and process requirements.
• Confirm the customers intent to purchase and ensure theyve fully understood the product.
• Complete sales confirmation by obtaining explicit customer authority on a recorded line after confirming product understanding.
• Identify and map customers to the right proposition before closing the sale (EWS Premier Personal Banking) based on employment and salary criteria.
• Follow defined processes and procedures as defined in the SOP
• Appropriate reporting for successfully opened accounts.
• Maintain accurate verification of customer details and eligibility ensuring documentation completeness (including nominee information).
• Strictly follow scripts (EDRAS) and standard operating procedures ensuring adherence to regulatory and internal requirements.
• Use multiple banking systems effectively (HUB SFE Whirl Approach Tool Kana RMS Media Bar) to support lead management and account opening.

Leadership

• Engage customers professionally and empathetically representing HSBC with strong service and sales discipline.
• Collaborate effectively with internal teams (e.g. Product Contact Center) to ensure smooth lead progression timely closures and seamless account opening.
• Support a high-performance environment by working efficiently in a high-volume fast-paced setup and adapting to flexible shift schedules.

Operational Effectiveness & Control

• Ensure compliance by following EDRAS scripts SOPs and all regulatory/internal requirements throughout the sales and account-opening journey.
• Maintain strong control over customer consent and confirmation steps (recorded authority consent email confirmation).
• Protect customer information with the highest level of confidentiality and integrity.
• Deliver accurate timely reporting and maintain process hygiene across systems and documentation.

Major Challenges

• Managing high-volume sales activity while maintaining accuracy in eligibility checks documentation and system updates.
• Securing explicit customer consent correctly (recorded line consent email confirmation) without process deviations.
• Consistently matching customers to the correct proposition (EWS/Premier/Personal Banking) based on criteria while meeting closure expectations.
• Operating across multiple systems and tools while maintaining speed quality and compliance.
• Balancing customer empathy and clarity with strict adherence to scripts and controls.

Role Context

The role sits within HSBC Contact Centre under IWPB supporting inbound/outbound sales activity focused on converting generated leads to successful product/account openings.

The job holder operates in a structured control-heavy environment where customer understanding explicit consent accurate proposition mapping and documentation completeness are essential to delivering compliant outcomes.

Success in the role depends on strong communication disciplined process execution effective use of banking systems and close coordination with partner teams to ensure smooth end-to-end lead management.

Additional Information

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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited India