Business Development - Apprentice (12 Months)

HSBC
Kolkata
Workplace: OnsiteContractFunction: Business Development & PartnershipsSkills: ["Relationship building","Client communication","Training delivery","Compliance focus"]

Drive mutual fund sales by developing distributor and IFA relationships, expanding the adviser network, and delivering AUM and sales targets in the assigned region. Engage advisors and institutional clients by presenting fund strategies and portfolio solutions, support them in conversations and reviews, and run training sessions and campaigns. Gather and share market intelligence, while ensuring all sales activities comply with SEBI/AMFI and internal KYC/AML and risk policies.

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FursaFursa
HSBC
HSBC
3 days ago

Business Development - Apprentice (12 Months)

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Last checked: 2 hours agoStatus: Live

Job Summary

Drive mutual fund sales by developing distributor and IFA relationships, expanding the adviser network, and delivering AUM and sales targets in the assigned region. Engage advisors and institutional clients by presenting fund strategies and portfolio solutions, support them in conversations and reviews, and run training sessions and campaigns. Gather and share market intelligence, while ensuring all sales activities comply with SEBI/AMFI and internal KYC/AML and risk policies.
Location: Kolkata
Workplace: Onsite
Employment Type: Contract · 12 months
Job Function: Business Development & Partnerships
Seniority: Entry level

Key Responsibilities

  • •Develop and manage distributor & IFA channel relationships to expand the IFA network and deepen penetration in the region.
  • •Own sales budgets and drive AUM growth by meeting/exceeding mutual fund sales targets.
  • •Engage advisors and institutional clients by presenting fund strategies and portfolio solutions and supporting client conversations and reviews.
  • •Deliver training and enablement through internal/external sessions, product workshops, and webinars; create sales plans for focus funds and campaigns.
  • •Collect market intelligence, share competitor/flow trends with product teams, and maintain compliance through SEBI/AMFI and KYC/AML documentation and reporting.

Key Requirements

  • •Ability to build and manage relationships with banks, independent financial advisors (IFAs), and distributors to expand the IFA network.
  • •Ability to support sales performance against quarterly/annual budgets and mutual fund sales targets.
  • •Ability to present fund strategies, market views, and portfolio solutions to advisors and institutional clients.
  • •Ability to conduct training sessions, product workshops, and webinars for RM/IC teams and advisors.
  • •Ability to ensure sales activities follow SEBI/AMFI guidelines and KYC/AML and internal risk/compliance policies.
Skills:Relationship buildingClient communicationTraining deliveryCompliance focus

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