Sales Manager | Mobile Wealth Planner

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.

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.

Empowered by digital mobile tools of innovative smart enabling solution, HSBC Personal Wealth Planning provides tailor-made wealth planning and protection services for the individual and family anytime and anywhere.

HSBC Personal Wealth Planning offers:
• 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.

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

In this role, you will:
• Lead a team of Mobile Wealth Planners to implement customer and sales strategies
• Be focused on team development through the delivery of sales coaching, sales skills seminars and product/proposition knowledge engagements
• Build and maintain a customer-oriented team culture whilst attending key customer meetings with the team to role-model quality sales delivery and best-in-class customer relationship management practices
• Strong activity and performance management expectations for the team; identify and address performance gaps and provide performance updates to top management
• Help team members to identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
• Deliver against teams’ demanding performance expectations across customer engagement, financial planning and new business KPIs
• Cultivate a collaborative culture within the team and across the broader organisation
• Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures

Requirements
• University degree or above in business administration or equivalent
• Minimum 5-8 years sales, customer relationship management and team-leading experience in the financial services industry
• Strong coaching skills and business acumen
• Proved to deliver and drive outstanding customer experience (ideally in financial planning) and building lasting customer relationships
• Highly motivated and self-disciplined with the ability to work effectively and independently
• Possess the ability to apply entrepreneurial and commercial thinking to deliver team’s business performance
• Strong verbal and written communication skills in knowledge of English, proficiency in one of the regional languages shall be an added advantage

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.

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