AVP Sales and Distribution (Mumbai, MH, IN, 400001)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Supply Chain & LogisticsExperience: 2-10 yearsEducation: bachelorsSkills: ["Relationship management","Negotiation","Presentation skills","Independent judgment","Accountability"]

Drive mutual fund sales through distributor networks and client relationships across your assigned region. Own quarterly and annual sales budgets, focusing on AUM growth and meeting sales targets. Present fund strategies to IFAs and institutional clients, run training and enablement for advisors, and share market feedback with product teams. Ensure adherence to SEBI/AMFI guidelines and SEBI/AMFI KYC/AML and internal compliance policies, maintaining accurate documentation and reporting.

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FursaFursa
HSBC
HSBC
13 hours ago

AVP Sales and Distribution (Mumbai, MH, IN, 400001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Drive mutual fund sales through distributor networks and client relationships across your assigned region. Own quarterly and annual sales budgets, focusing on AUM growth and meeting sales targets. Present fund strategies to IFAs and institutional clients, run training and enablement for advisors, and share market feedback with product teams. Ensure adherence to SEBI/AMFI guidelines and SEBI/AMFI KYC/AML and internal compliance policies, maintaining accurate documentation and reporting.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Supply Chain & Logistics
Seniority: Sr. Director level

Key Responsibilities

  • •Develop and manage relationships with banks, IFAs, and national distributors to expand the IFA network and deepen regional penetration.
  • •Own quarterly/annual sales budgets and focus on AUM growth to meet and exceed mutual fund sales targets.
  • •Engage with IFAs and institutional clients by presenting fund strategies, market views, and portfolio solutions.
  • •Conduct internal/external training sessions, product workshops, and webinars; create sales plans around focus funds and campaigns.
  • •Ensure sales activities comply with SEBI/AMFI guidelines and KYC/AML norms, maintaining accurate records and reporting.

Key Requirements

  • •2–10 years of experience in mutual fund distribution, wealth sales, or private banking (preferred).
  • •NISM VA certification is mandatory.
  • •Graduate/postgraduate education in finance, business, or related fields.
  • •Strong relationship management, negotiation, and presentation skills, with comfort using sales pipelines and Excel/CRM reporting.
  • •Complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
Experience:2-10 yearsMutual fund distributionWealth salesPrivate banking
Education:Bachelor's in finance, business, or related fields
Skills:Relationship managementNegotiationPresentation skillsIndependent judgmentAccountability
Certifications:NISM VA
Tech Stack:ExcelCRMAI-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