Sales Support - Apprentice (12 Months)

HSBC
Jaipur
Workplace: OnsiteContractFunction: SalesSkills: ["Professional judgment","Independent decision-making","Stakeholder management"]

Support the growth of mutual fund sales through distributor and IFA channel development in the assigned region. Help manage sales budgets and contribute to AUM growth and sales targets by engaging with advisors and institutional clients. Assist with training and enablement activities such as workshops and webinars, gather market intelligence from the field, and ensure all sales activities follow SEBI/AMFI and KYC/AML guidelines with accurate documentation.

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FursaFursa
HSBC
HSBC
4 days ago

Sales Support - Apprentice (12 Months)

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Last checked: 5 hours agoStatus: Live

Job Summary

Support the growth of mutual fund sales through distributor and IFA channel development in the assigned region. Help manage sales budgets and contribute to AUM growth and sales targets by engaging with advisors and institutional clients. Assist with training and enablement activities such as workshops and webinars, gather market intelligence from the field, and ensure all sales activities follow SEBI/AMFI and KYC/AML guidelines with accurate documentation.
Location: Jaipur
Workplace: Onsite
Employment Type: Contract · 12 months
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Develop and maintain distributor and IFA relationships to expand the network and deepen regional penetration.
  • •Support tracking of sales budgets, AUM growth, and mutual fund sales targets (quarterly/annual).
  • •Engage with advisors and institutional clients by presenting fund strategies and portfolio solutions.
  • •Deliver training and enablement activities, including workshops and webinars, plus campaign support.
  • •Collect market intelligence from the field and support compliance-focused documentation and reporting.

Key Requirements

  • •Build and manage relationships with banks, independent financial advisors (IFAs), and national distributors to grow the IFA network in the assigned region.
  • •Own quarterly/annual sales budgets and support AUM growth to meet or exceed mutual fund sales targets.
  • •Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional clients.
  • •Conduct training and enablement sessions (product workshops and webinars) and create sales plans around focus funds and campaigns.
  • •Ensure sales activities comply with SEBI/AMFI guidelines, KYC/AML norms, and internal risk/compliance policies while maintaining accurate records and reporting.
Skills:Professional judgmentIndependent decision-makingStakeholder management

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