Sales Support - Apprentice (12 Months) (Ahmedabad, GJ, IN, 380015)

HSBC
Ahmedabad
Workplace: OnsiteContractFunction: SalesSkills: ["Independent judgement","Discretion","Decision-making","Stakeholder management","Compliance mindset"]

Support HSBC Asset Management’s mutual fund sales by developing and maintaining relationships with banks, IFAs, and distributors in the assigned region. Help track sales targets and AUM growth, engage with advisors and institutional clients on fund strategies, and participate in training and enablement activities. Gather market intelligence from the field and ensure all sales activities follow SEBI/AMFI guidelines, KYC/AML norms, and internal risk/compliance requirements while maintaining accurate records.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

Sales Support - Apprentice (12 Months) (Ahmedabad, GJ, IN, 380015)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Support HSBC Asset Management’s mutual fund sales by developing and maintaining relationships with banks, IFAs, and distributors in the assigned region. Help track sales targets and AUM growth, engage with advisors and institutional clients on fund strategies, and participate in training and enablement activities. Gather market intelligence from the field and ensure all sales activities follow SEBI/AMFI guidelines, KYC/AML norms, and internal risk/compliance requirements while maintaining accurate records.
Location: Ahmedabad
Workplace: Onsite
Employment Type: Contract · 12 months
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Build and manage relationships with banks, IFAs, and national distributors; expand the IFA network.
  • •Own and monitor quarterly/annual sales budgets, supporting mutual fund sales targets and AUM growth.
  • •Support client/advisor engagement by presenting fund strategies and participating in portfolio reviews.
  • •Conduct or support training and enablement activities including product workshops and webinars.
  • •Ensure sales activities comply with SEBI/AMFI guidelines, KYC/AML norms, and internal risk/compliance policies, maintaining reporting accuracy.

Key Requirements

  • •Support distributor and IFA channel development by building relationships with banks, independent financial advisors, and national distributors.
  • •Help drive mutual fund sales targets and support AUM growth in the assigned region.
  • •Present and support advisor and client engagement on fund strategies, market views, and portfolio solutions.
  • •Participate in internal and external training, product workshops, webinars, and sales campaigns.
  • •Follow SEBI/AMFI guidelines and KYC/AML norms and maintain accurate records and reporting.
Experience:Mutual funds
Skills:Independent judgementDiscretionDecision-makingStakeholder managementCompliance mindset
Tech Stack:AI-enabled tools

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn