VP Institutional Sales (Mumbai, MH, IN, 400063)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: SalesExperience: 7-18 yearsSkills: ["Communication","Leadership","Interpersonal skills","Relationship management","Commercial acumen"]

Drive institutional AUM growth for HSBC Asset Management by selling debt funds across the yield curve, along with equity, hybrid, SIF, PMS, and AIF offerings. Build and expand relationships with distributors and key institutional clients in Mumbai, increasing market share and client base. Regularly communicate portfolio strategies and market views, coordinate with investment teams, enhance customer engagement via events, and contribute to customer service initiatives alongside Service/Operations teams.

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FursaFursa
HSBC
HSBC
3 days ago

VP Institutional Sales (Mumbai, MH, IN, 400063)

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Last checked: 19 hours agoStatus: Live

Job Summary

Drive institutional AUM growth for HSBC Asset Management by selling debt funds across the yield curve, along with equity, hybrid, SIF, PMS, and AIF offerings. Build and expand relationships with distributors and key institutional clients in Mumbai, increasing market share and client base. Regularly communicate portfolio strategies and market views, coordinate with investment teams, enhance customer engagement via events, and contribute to customer service initiatives alongside Service/Operations teams.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Sr. Director level

Key Responsibilities

  • •Generate institutional AUM sales from the Mumbai area and sell debt funds across the yield curve, along with equity and hybrid funds, SIF, PMS, and AIFs.
  • •Increase market share among existing Mumbai clients and expand the client base in Mumbai.
  • •Manage relationships with distributors and key institutional clients in Mumbai.
  • •Communicate portfolio strategy and market views periodically and liaise with the investment team on portfolio strategies for corporates and institutions.
  • •Enhance customer engagement through seminars and training workshops, and contribute to customer service initiatives with Service/Operations teams.

Key Requirements

  • •A strong understanding of mutual fund products and institutional client needs.
  • •Strong selling skills and commercial acumen.
  • •Good verbal and written communication, leadership, and interpersonal skills.
  • •Graduate/Post-Graduate with 7-18 years of experience, preferably in institutional sales.
  • •Valid NISM certification, plus successful completion of Anti-Money Laundering and Sanctions training and post-course assessment as required.
Experience:7-18 yearsInstitutional salesMutual fundsAsset managementWealth management
Skills:CommunicationLeadershipInterpersonal skillsRelationship managementCommercial acumen
Certifications:NISM
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