Assistant Manager Sales and Distribution - Apprentice (12 Months)

HSBC
Mumbai
ContractFunction: Supply Chain & LogisticsSkills: ["Relationship management","Negotiation","Presentation","Sales pipeline management","Attention to compliance"]

Drive mutual fund sales through distributor and IFA networks in the assigned region. Own quarterly/annual sales budgets and AUM growth targets, engage advisors and institutional clients with fund strategies and portfolio solutions, and run product workshops, webinars, and sales-enablement activities. Gather market intelligence from the field, support campaign positioning, and ensure all activities comply with SEBI/AMFI and KYC/AML requirements while maintaining accurate reporting.

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FursaFursa
HSBC
HSBC
1 day ago

Assistant Manager Sales and Distribution - Apprentice (12 Months)

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

Job Summary

Drive mutual fund sales through distributor and IFA networks in the assigned region. Own quarterly/annual sales budgets and AUM growth targets, engage advisors and institutional clients with fund strategies and portfolio solutions, and run product workshops, webinars, and sales-enablement activities. Gather market intelligence from the field, support campaign positioning, and ensure all activities comply with SEBI/AMFI and KYC/AML requirements while maintaining accurate reporting.
Location: Mumbai
Employment Type: Contract · 12 months
Job Function: Supply Chain & Logistics
Seniority: Manager level

Key Responsibilities

  • •Build and manage relationships with banks, IFAs, and national distributors to expand and deepen the IFA network.
  • •Own quarterly/annual sales budgets and meet/exceed mutual fund sales targets focused on AUM growth.
  • •Present fund strategies, market views, and portfolio solutions to advisors and institutional clients, supporting client conversations.
  • •Conduct internal/external training sessions, product workshops, and webinars, and create sales plans around focus funds and campaigns.
  • •Ensure sales activities follow SEBI/AMFI guidelines and internal risk/compliance policies, maintaining accurate records and reporting.

Pay and Benefits

Perks:Flexible Working

Key Requirements

  • •NISM VA certification is mandatory.
  • •Graduate/postgraduate in finance, business, or related fields.
  • •Strong relationship management, negotiation, and presentation skills.
  • •Comfort with sales pipelines, Excel/CRM reporting, and basic portfolio analytics.
  • •Ability to complete Anti-Money Laundering and Sanctions training and assessment.
Experience:Mutual fundsAsset managementWealth managementFinancial services
Skills:Relationship managementNegotiationPresentationSales pipeline managementAttention to compliance
Certifications:NISM VA
Tech Stack:ExcelCRMNATS portal

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