Assistant Manager Sales and Distribution - Apprentice (12 Months)

HSBC
Mumbai
Workplace: OnsiteContractFunction: Supply Chain & LogisticsEducation: bachelorsSkills: ["Relationship management","Negotiation","Presentation skills","Compliance","Stakeholder management"]

Drive mutual fund sales for HSBC Asset & Wealth Management by developing distributor and IFA relationships, expanding the network in your assigned region, and owning sales targets and AUM growth. Engage advisors and institutional clients with fund strategy presentations, training and enablement, and support for portfolio conversations. Collect market feedback, share competitor/flow trends, and ensure strict compliance with SEBI/AMFI, KYC/AML, and internal risk policies throughout reporting and documentation.

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FursaFursa
HSBC
HSBC
1 day ago

Assistant Manager Sales and Distribution - Apprentice (12 Months)

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Last checked: 3 hours agoStatus: Live

Job Summary

Drive mutual fund sales for HSBC Asset & Wealth Management by developing distributor and IFA relationships, expanding the network in your assigned region, and owning sales targets and AUM growth. Engage advisors and institutional clients with fund strategy presentations, training and enablement, and support for portfolio conversations. Collect market feedback, share competitor/flow trends, and ensure strict compliance with SEBI/AMFI, KYC/AML, and internal risk policies throughout reporting and documentation.
Location: Mumbai
Workplace: Onsite
Employment Type: Contract · 12 months
Job Function: Supply Chain & Logistics
Seniority: Manager level

Key Responsibilities

  • •Build and manage relationships with banks, IFAs, and national distributors to expand the IFA network in the assigned region.
  • •Own quarterly/annual sales budgets and drive mutual fund sales target achievement and AUM growth.
  • •Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional clients.
  • •Conduct internal/external training sessions, workshops, and webinars; create sales plans around focus funds and campaigns.
  • •Gather market feedback and competitor/flow trends and maintain compliant records and reporting (SEBI/AMFI, KYC/AML, internal policies).

Key Requirements

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