Employee Banking Advisor
Hsbc - United Arab Emirates
Total years of experience :10 years, 9 Months
Responsibilities:
Offers professional guidance and support to employees of our corporate clients so
they can make better financial decisions, however big or small.
Acts as a dedicated relationship manager or point of contact within a portfolio of
listed companies of HSBC, with sector knowledge and expertise to help with our
customer’s banking needs.
Promotes customer’s financial wellbeing thru conducting and coordinating tailored
seminars/webinars and drop-in clinics within the customer’s organization.
Performs full administrative tasks from start to finish of all banking product
applications, making sure to mitigate any circumstances of risks on the bank’s side.
Institutes project management with the help of other relevant teams/department
within HSBC to contribute to the bank’s overall business objectives.
Responsibilities:
Identify and act on new sales leads and business development opportunities with
relevant cross sell, upsell and retention strategies in order to secure new business,
contribute to and deliver against the agreed service and business targets.
Handles a portfolio of listed companies with ADCB and acts as a designated
relationship manager or a direct point of contact of the company for all employee
banking services related matters.
Prospects new companies to be listed with ADCB to increase portfolio productivity.
Complete client onboarding activities and manage daily interactions with new
clients in line with agreed policies, processes and standards in order to ensure the
provision of superior client service and client satisfaction.
Assist in coordinating service provisions with ADCB employees in other
departments in order to ensure efficient turnaround of transactions and that client’s
enquiries and documentation needs are met in a timelymanner.
Responsibilities:
Handles a portfolio of 600+ Privilege customers of the bank.
To develop and manage client relationships by phone and be responsible for the
day-to-day relationship management of the client.
Achieves volume and revenue goals via the combination of customer acquisition
and relationship deepening through the execution of an effective sales and service
process as per the set business plan.
Maximize portfolio profitability thru retail products and wealth management, as well
as to increase AUM.
Ensures that all customer complaints are addressed and responded to in a timely
manner, and also ensures that any service failure is remedied immediately to avoid
any threat to the bank’s reputation.
Mentor staff and play an active role in helping junior staff meet their performance
benchmark and growth goals
Bachelor of Science major in Financial Accounting - consistent academic scholar - active member of the student council - worked as a student assistant in the treasury department of the same university (working student)