AVP, Sales and Service Stream Management, Branch Network

HSBC · Mumbai

  • Experience5–6 yrs
  • SalaryNot disclosed
  • Work modeonsite
  • Levelsenior
  • Posted10 Sept 2026

About HSBC

HSBC is hiring in Mumbai in financial services. This role looks for around 5+ years of experience.

Skills

  • banking systems
  • sales operations
  • financial planning
  • banking processes
  • productivity enhancement
  • sales techniques
  • service techniques
  • process consulting
  • project delivery
  • Microsoft Excel

The role

A banking operations associate at a retail banking and wealth management organization manages branch headcount, relationship-manager loading, productivity planning, and sales campaigns, using banking systems and process consulting to improve distribution performance. The role applies financial planning and sales operations across frontline banking channels.

Full job description

AVP – Distribution Support

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Business Descriptor

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

Principal Responsibilities

Track the movement in Branch Channel Headcount on a weekly basis which includes tracking of active headcount, attrition as well as resource allocation planning in line with the country headcount envelope. Responsible to liaise with frontline teams on regular basis for RM mapping, RM loading along with data purity, industry best practices to understand and identify emerging trends in consumer behavior. Provide regular support to the frontline to generate and modify sec RM codes to ensure alignment on business mapping and business credit for all the channels. Ensure the RM loading is aligned to the Global definitions and monitor the same on a monthly basis. Apply relevant checks to the mapping change requests and ensure the same are actioned within the agreed TAT. Prepare the monthly planner file used by D&A team to kick off the incentive process and ensure all the records in the same are updated appropriately. Optimize the monthly planner file for various initiatives to streamline the headcount reporting and to increase RM productivity. Assist product and proposition team to frame and launch campaigns, products and policies in order to make HSBC the most preferred place to bank with. Provides support on ad-hoc projects / business priorities driven to assist RM productivity, manage Loading and Proposition specific initiatives in line with the Group guidelines. The job holder needs to have strong skills and ability to work and collaborate with various units within IWPB as well as frontline teams to propel the India IWPB growth Agenda. Well versed with key systems used by frontline teams – HUB, WMS, ACE, etc Incumbent should be able to work towards innovation, digitization and automation of existing reports related to Headcount, RM loading and productivity management. Champion End-to-end project delivery of proposed IWPB initiatives and other projects from time to time as directed by the Regional or Global teams and a ssist Head Sales and Service Performance in driving initiatives pertaining to sales, campaigns & sales Process within the network. To provide support to the First Level leadership teams as well as all frontline staff of IWPB Distribution and drive appropriate use of process consulting framework, tools and governance while maximizing use of known best implementable solutions. Ensure constant monitoring of systems and processes and on-going adherence to Business guidelines and defined approach.

Requirements

At least 5-6 years of Banking experience Post graduate preferred Strong analytical and problem solving skills Proven ability in productivity enhancement Demonstrate behaviours consistent with HSBC Values Having worked in multi-dimensional roles would be an added advantage. Expertise in bank’s systems and processes Skills in sales, financial planning and communication. Sound problem solving skills. Knowledge of bank and operating platforms. Industry and sector knowledge. Knowledge of sales and service techniques and models.

Skills

Excellent interpersonal skills Coaching techniques on a team or one to one basis Planning and organising skills

Pro-tip : Familiarity with AI-enabled tools is an advantage.

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

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