Descripción
- Externa
Relationship Management
Objective:
Client portfolio remediation ( x-sell of products in order to increase the revenue of the portfolio) of around 80 low return MGs (RoRWA) mainly in the MME segment.
Work closely with product teams such as payroll, GPS, GRTF, Markets, etc.
in order to identify new business opportunities to achieve an increase in revenues.
Position HSBC as a Top 3 relationship bank with a significant wallet share of all products and services.
X-sell to reach minimun cost to serve in an 18-24 months time frame and then transfer the remediated clients to commercial banking.
Functions
- Development and implementation of client remediation plans jointly with product teams and clients.
- Increase wallet share and product penetration (vinculación).
- Support the achievement against targets PBT to cover cost to serve, # of new products & # of remediated clients
- Regular contact and meetings with clients and product partners
- Ensures clients are aware of the remediation strategy plan
- Identify opportunities for new products.
- Update CME with call reports
- KPIs reporting to stakeholders
- Lead by example through meeting objectives with excellent corporate behavior
- Provide assistance to fellow team mates
- Bring motivation and support to Team
- Work closely with product partners, peers and RMs
- Works closely with other bank areas to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any findings raised by audit or regulators
- Ensures follow-up on all risk and compliance issues (such as WWM, CRR, KYC, Compliance requests, Risk Management requests, Internal Audit requests)
- Minimize operational losses
At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity.
Our values define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.
At HSBC we are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.
"At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member.
Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care"
"We want you to be part of our team!
Find out what it is like to work with us "
Requirements
Calificaciones
- Externas
Skills and Cababilities:
- At least 3 years of relationship/credit management experience in the banking sector
- Commercial and negotiation skills
- Highly developed communication skills for use in direct client contact and problem solving
- Ability to provide strong financial and statistical analysis.
- Strong customer service focus
- Attention to detail and the ability to think creatively to solve problems
- Excellent understanding of financial markets and products
- Fluent in English speaking and writing
At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity.
Our values define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.
At HSBC we are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.
"At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member.
Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care"
"We want you to be part of our team!
Find out what it is like to work with us "