Apprentice (12 Months) (New Delhi, National Capital Territory, IN, 110001)

HSBC
Delhi
Workplace: OnsiteContractFunction: Communications, PR & CommunityEducation: bachelorsSkills: ["Relationship management","Negotiation","Presentation skills","Compliance mindset"]

Drive mutual fund sales through distributor networks by building relationships with banks, IFAs, and national distributors, and owning sales budgets to grow AUM. Engage advisors and institutional clients with fund strategy presentations and portfolio discussions. Support enablement through trainings, workshops, and webinars, while gathering market intelligence and sharing competitor/flow trends. Ensure sales activities comply with SEBI/AMFI and KYC/AML requirements and maintain accurate documentation.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
3 days ago

Apprentice (12 Months) (New Delhi, National Capital Territory, IN, 110001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Drive mutual fund sales through distributor networks by building relationships with banks, IFAs, and national distributors, and owning sales budgets to grow AUM. Engage advisors and institutional clients with fund strategy presentations and portfolio discussions. Support enablement through trainings, workshops, and webinars, while gathering market intelligence and sharing competitor/flow trends. Ensure sales activities comply with SEBI/AMFI and KYC/AML requirements and maintain accurate documentation.
Location: Delhi
Workplace: Onsite
Employment Type: Contract · Permanent
Job Function: Communications, PR & Community
Seniority: Intern level

Key Responsibilities

  • •Build and manage relationships with banks, IFAs, and national distributors to grow and deepen IFA penetration in the assigned region.
  • •Own quarterly/annual mutual fund sales budgets and meet/exceed sales targets with a focus on AUM growth.
  • •Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional clients.
  • •Conduct internal/external training sessions, product workshops, and webinars, and create sales plans around focus funds and campaigns.
  • •Gather field feedback, share competitor and flow trends, and support product teams in refining positioning and campaigns while maintaining SEBI/AMFI and KYC/AML compliance documentation.

Key Requirements

  • •NISM VA certification is mandatory.
  • •Graduate/postgraduate in finance, business, or related fields.
  • •Strong relationship management, negotiation, and presentation skills for advisor and client engagement.
  • •Comfort working with sales pipelines, Excel/CRM reporting, and basic portfolio analytics.
  • •Ensure sales activities follow SEBI/AMFI guidelines, KYC/AML norms, and internal risk/compliance policies.
Education:Bachelor's in finance, business, or related fields
Skills:Relationship managementNegotiationPresentation skillsCompliance mindset
Certifications:NISM VA
Tech Stack:ExcelCRMWebinars

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