Manisha Rawat

• Playing an integral part of flagship offering of HSBC ‘’Premier Banking’’ in order to grow and nurture HSBC Premier relationships (the HNI segment of the Wealth & Private Banking customer base) and achieve business targets as laid down and in accordance with the business plan.
• To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services.
• Maximize profit and achievement of the growth of Premier clients portfolio.
• Identification of opportunities for wealth reviews and delivering wealth solutions as an adviser.
• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships
• Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards.
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client.
• Collaborate with the wider team to deliver the Branch Performance measures and plan to support the multi-channel client journey.

Achievements

• I have been managing the biggest client relationship(70 crores) of Juhu Branch.
• Qualified the Year End Convention 2019
• Qualified Skill Up 1 Campaign
• Qualified Skill Up 2 Campaign

Achievements

• Qualified the Year End Convention 2015