Sales Support - Apprentice (12 Months)

HSBC
Ahmedabad
Workplace: OnsiteContractFunction: SalesSkills: []

Support HSBC Asset Management in driving mutual fund sales through bank and IFA distributor networks. Help manage distributor relationships, contribute to quarterly/annual sales targets and AUM growth, and support advisor and client engagements with fund strategies and market insights. Participate in training and enablement activities, gather field feedback to inform positioning and campaigns, and ensure all sales activities follow SEBI/AMFI, KYC/AML, and internal compliance requirements.

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FursaFursa
HSBC
HSBC
1 day ago

Sales Support - Apprentice (12 Months)

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Last checked: 3 hours agoStatus: Live

Job Summary

Support HSBC Asset Management in driving mutual fund sales through bank and IFA distributor networks. Help manage distributor relationships, contribute to quarterly/annual sales targets and AUM growth, and support advisor and client engagements with fund strategies and market insights. Participate in training and enablement activities, gather field feedback to inform positioning and campaigns, and ensure all sales activities follow SEBI/AMFI, KYC/AML, and internal compliance requirements.
Location: Ahmedabad
Workplace: Onsite
Employment Type: Contract · 12 months
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Support the expansion and deepening of an IFA/network through distributor relationships in the assigned region.
  • •Help track and support progress toward mutual fund sales budgets and AUM growth goals.
  • •Assist with advisor and client engagement by supporting fund strategy discussions and portfolio reviews.
  • •Participate in training, product workshops, webinars, and sales campaigns including focus funds plans.
  • •Gather market intelligence from the field and support compliance with SEBI/AMFI, KYC/AML, and internal risk/compliance policies.

Key Requirements

  • •Support distributor and IFA channel development by helping build and manage relationships in the assigned region.
  • •Contribute to meeting mutual fund sales targets and supporting AUM growth against quarterly/annual budgets.
  • •Present or support presentations of fund strategies, market views, and portfolio solutions to advisors and clients.
  • •Complete required AML and sanctions training and post-course assessments.
  • •Ensure sales activities and documentation adhere to SEBI/AMFI guidelines and KYC/AML norms, maintaining accurate records and reporting.
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