Assistant Manager Sales and Distribution (Mumbai, MH, IN, 400092)

HSBC
Mumbai
Full timeFunction: Supply Chain & LogisticsExperience: 1+ yearsSkills: ["Relationship management","Negotiation","Presentation skills","Independent judgement","Discretion","Decision-making"]

Drive mutual fund sales through distributor networks in the assigned region by building relationships with banks and IFAs, owning sales budgets, and growing AUM. Present fund strategies to advisors and institutional clients, run training and enablement sessions, and use field feedback to refine positioning and campaigns. Ensure all activities comply with SEBI/AMFI guidelines, KYC/AML norms, and internal risk policies while maintaining accurate reporting.

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FursaFursa
HSBC
HSBC
13 hours ago

Assistant Manager Sales and Distribution (Mumbai, MH, IN, 400092)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Drive mutual fund sales through distributor networks in the assigned region by building relationships with banks and IFAs, owning sales budgets, and growing AUM. Present fund strategies to advisors and institutional clients, run training and enablement sessions, and use field feedback to refine positioning and campaigns. Ensure all activities comply with SEBI/AMFI guidelines, KYC/AML norms, and internal risk policies while maintaining accurate reporting.
Location: Mumbai
Employment Type: Full time
Job Function: Supply Chain & Logistics
Seniority: Manager level

Key Responsibilities

  • •Develop and manage relationships with banks, IFAs, and national distributors to grow the IFA network and deepen penetration.
  • •Own quarterly/annual sales budgets and meet/exceed mutual fund sales targets with a focus on AUM growth.
  • •Engage advisors and clients by presenting fund strategies, market views, and portfolio solutions and supporting client conversations.
  • •Deliver training and enablement such as internal/external training sessions, product workshops, and webinars; create sales plans for focus funds and campaigns.
  • •Ensure compliance with SEBI/AMFI guidelines and KYC/AML norms and maintain accurate records and reporting.

Key Requirements

  • •1+ years of experience in mutual fund distribution, wealth sales, or private banking (preferred).
  • •NISM VA certification is mandatory.
  • •Graduate/postgraduate in finance, business, or related fields.
  • •Strong relationship management, negotiation, and presentation skills.
  • •Must successfully complete Anti-Money Laundering and Sanctions training and post-course assessment.
Experience:1+ years
Education:
Skills:Relationship managementNegotiationPresentation skillsIndependent judgementDiscretionDecision-making
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