Job description

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.

Business Descriptor: Retail Banking and Wealth Management

We are currently seeking an experienced professional to join RBWM team.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Principal Responsibilities:

  • Support the INM OI team with implementing key sales initiatives to help grow Overseas India (O/I) customer base and service model to deliver the business objectives. This is a key business development role focusing on building relationships with the internal and external stakeholders, with the objective of offering HSBC’s retail banking and wealth management (RBWM) products to our O/I customers.
  • Source OI NTB’s from the new & existing corporate base and deliver on meeting OI NTB targets as per the broader AOP in line with Country Plan. 
  • Identify, prospect and on board new GCEPs/Education and Immigration Consultants which ensure the OI NTB acquisitions. 
  • Initiate work with Branch Network, MSF CEP teams, Global Corporates and other verticals towards generating Overseas Referrals to priority corridors outside INM. Eg. UK/Canada/MENAT/SG& HK. 
  • Ensure the KYC/AML norms of the bank are complied with at all times.
  • Execute marketing events and promotions to generate business in NRI/OI catchments, in conjunction with support departments such as INM Marketing
  • To work with Global Education Institutes/ Organizations in order to tap the International Students/Parents for pitching OI proposition ultimately for growing the OI Book.
  • Support the execution and management of the new external/and or existing partnerships to help grow the NTBs for the O/I business.  
  • Promote HSBC RBWM OI propositions in Global Banking & Markets/CMB/BB internally and externally
  • Build and develop a working platform for prospect companies both inside & outside of HSBC customer portfolio.
  • Produce, manage and share with internal stakeholders the local MI to develop a global client knowledge understanding
  • Maintain strong, effective and successful collaborations with team members within the INM business to represent an aligned approach to help grow the focused customer base.
  • Ensure that the activities performed are within the regulatory boundaries in INM and priority markets (UK, Canada, MENAT, Singapore, HK, USA and Australia) and group cross border framework. You will therefore act as the in-market SME for all relevant x-border local matters such as Cross Border manual, product offering in etc

Role Dimensions:

Although the jobholder will be a single contributor and will be expected to exert significant influence over the local RBWM branches, Premier teams and IBC to drive Premier O/I recruitment and display a strong understanding of the O/I proposition.

Role Context:

  • Support the INM OI Team to drive the OI business to achieve their AOP.
  • The role holder will be responsible for driving Events/ Projects in response to market changes and opportunities and in line with HSBC Group strategy and manage the regulatory complexity.
  • The O/I  segment is extremely competitive, therefore the individual will need strong product and process knowledge to help attract quality referrals


  • Bachelor’s degree in business, finance, related field or equivalent experience.
  • 6-8 years in Retail/NRI banking sales experience or equivalent i.e. Business Development role
  • Strong experience, knowledge and understanding of the Overseas Indian proposition including international account opening and referral process.
  • Excellent track record of delivering business targets, meeting customer needs and improving customer satisfaction.
  • Strategic and analytical thinking, excellent communication, negotiation, problem solving, interpersonal and presentation skills, including ability to produce timely and accurate MI.
  • Able to work independently with limited supervision and guidance.
  • Good knowledge of financial services industry and ability to understand and negotiate through the HSBC internal network, global economics and financial services.
  • Good understanding of credit, risk and cross boarder compliance policy and procedures.


  • Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively and winning over audiences with compelling and persuasive presentations.
  • Customer-driven with a strong focus on quality of service and business development.
  • Planning and organizing, displays a strong sense of accountability.
  • Inspirational leadership and innovation
  • Strong ability to remain resilient even in times of ambiguity and competing priorities

Eligibility Criteria

  • India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
  • Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted
  • INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework.

Additional information

Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Useful Link

Link to Careers Site: Click HERE 

You’ll achieve more at HSBC.

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

Rasna Pingle