Dona Sashini Nilusha Kodagoda

The role is a part of the Premier relationship team and provides dedicated support to a team of Premier Wealth Relationship Managers (PWRM) with KPIs of covering activity management, client satisfaction, sales quality and acquisition with the following Principal accountabilities

• Provide high quality sales support to a team of PWRMs in servicing clients of a designated portfolio
• Reduce the time spent on process and administrative tasks by PWRMs to increase PWRM's capacity
• Resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and maintain active client contact
• Provide sales support to PWRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
• Ensure Input Quality error rates for wealth deals are within acceptable levels
• Handle clients' enquiries and complaints relating to the PWRM's portfolio in a positive, timely, and appropriate manner and aim to resolve the customer's queries and complaints at the first point of contact and minimize referrals to the PWRM for routine transactions.
• Support PWRMs to execute suitable solutions with product partners for clients to fulfill their needs and ensure efficient follow up
• Ensuring that sales & operations are undertaken in accordance with HSBC's global standards, policies and Comply with local regulatory requirements.
• Proactively assisting management in identifying and containing Money Laundering compliance risk through reporting of suspicious customers.
• Strictly following and implementing with accuracy KYC and Special Category Customers from Sanction & sensitive countries.
• Responding to payments screening alerts, raise and investigate Suspicious Activity Reports and Sanctions related compliance referrals.
• Active support and participation in AML and Sanctions project and Global Standards.
• Acquisition of New to Bank accounts, upgrades and Forex revenues

• Serving Powervantage customers at their special desk.
• Serving all banking needs of Premier customers i.e. handling cash, cheque collection, deposit products, account opening/maintenance etc.
• Managed a portfolio of Premier individual clients and follow up on enhancing the portfolio.

• Handling all types of frontline services i.e. cash operations, issuance of local/foreign drafts, accounts opening.
• Cross selling of banking products such as credit cards, consumer loans, savings accounts etc.