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

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Supply Chain & LogisticsExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Negotiation","Presentation","Independent judgement","Attention to compliance"]

Drive mutual fund sales through distributor and IFA networks, owning quarterly and annual sales budgets and focusing on AUM growth. Engage advisors and institutional clients with fund strategies, market views, and portfolio solutions. Lead training and enablement sessions, share market intelligence and competitive/flow trends, and support compliant sales execution aligned with SEBI/AMFI rules and KYC/AML requirements.

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FursaFursa
HSBC
HSBC
13 hours ago

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

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Last checked: 13 hours agoStatus: Live

Job Summary

Drive mutual fund sales through distributor and IFA networks, owning quarterly and annual sales budgets and focusing on AUM growth. Engage advisors and institutional clients with fund strategies, market views, and portfolio solutions. Lead training and enablement sessions, share market intelligence and competitive/flow trends, and support compliant sales execution aligned with SEBI/AMFI rules and KYC/AML requirements.
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 in the assigned region.
  • •Own quarterly/annual sales budgets and meet or exceed mutual fund sales targets with an AUM growth focus.
  • •Present fund strategies, market views, and portfolio solutions to advisors and institutional clients.
  • •Conduct internal/external training sessions, product workshops, and webinars; create sales plans around focus funds and campaigns.
  • •Ensure all sales activities follow SEBI/AMFI guidelines and internal policies, including KYC/AML requirements and accurate reporting.

Key Requirements

  • •5+ 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.
  • •Familiarity with sales pipelines and Excel/CRM reporting, plus completion of Anti-Money Laundering and Sanctions training and post-course assessment.
Experience:5+ yearsMutual fundsWealth managementPrivate banking
Education:Bachelor's in finance, business, or related fields
Skills:Relationship managementNegotiationPresentationIndependent judgementAttention to compliance
Certifications:NISM VA
Tech Stack:ExcelCRM

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