Vice President – Premier, HSBC Limited (Kolkata)Key Responsibilities : Delivering a consistent and tailored wealth management service to our Premier clientsDeveloping long-term,in depth client relationships with clients, Acquiring new clients with proactive strategic planningLeading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources. Liaising with other departments, support functions and business of the bank to meet all financial needs of customers. Customizing existing products and services to suit customer’s needs.Managing operational risk, including its identification, correction, assessment,mitigation and control

Developing long-term,in depth client relationships with clients, Acquiring new clients with proactive strategic planningLeading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources. Liaising with other departments, support functions and business of the bank to meet all financial needs of customers. Customizing existing products and services to suit customer’s needs.Managing operational risk, including its identification, correction, assessment,mitigation and controlCoached and led the team to achieve business goals (new to bank acquisition, mutual funds, insurance, credit card etc)

Relationship Management of High Networth Premier Customers, comprehensively working with them to take care of their wealth needs.Mentored for entire team of HSBC Patna Branch RMs & helping them achieve a higher performance.

Was heading the sales and service, to grow and manage the Investment Advisory Services in the given territory.To ensure customers view Investment Services as a complete value proposition with Financial Planning as a USP. To use optimally the sales model and maximize sales and AUMs from the given territories. Responsible for selling, closing, servicing and expanding the current customer base within an assigned territory