HSBC Employee Reviews for Plan Manager
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Typical day at work : Fun Filled , lot of learning , end day with smiles Learning : Financial Planing , Interpersonal skills , Investment Banking Management : Friendly and watchful Hardest Part : Risks most enjoyable part : Training , perks and Incentive
Hsbc is one of the leading bank in india , i enjoyed working with the leadership team of hsbc bank and will live to join the same again. The bank provide proper training to their staff. The bank is continously managing to come up with new products as per the customer needs.
o Providing excellent advisory to the customers about the investments in different financial instrument according to their risk profile. o To handle queries like investments in various mutual funds scheme & sales issue. o Taking care of all the investments portfolio of the customers. o Handling complaints from walk-in customers, giving best service to them. o Recognized many times as best FPM in pan India HSBC Branch in terms of business. o To facilitate business for the Bank primarily from Insurance, Mutual Funds, Term Deposits, and Tax Saving Instruments o To provide advise on Fund Allocation in Portfolio through Need Based Selling with the help of Personal Financial Review. o To provide various Investment Solutions and Support to NRI Customers.
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Plan Manager positions
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