Manager Sales and Distribution

HSBC
Gurugram
Workplace: OnsiteFull timeFunction: Supply Chain & LogisticsExperience: 2-10 yearsEducation: bachelorsSkills: ["Relationship management","Negotiation","Presentation skills","Compliance","Independent judgment"]

Drive mutual fund sales through distributor and IFA channels for Asset & Wealth Management. Build and manage relationships with banks, IFAs, and national distributors to expand the IFA network and grow AUM while owning sales targets and budgets. Present fund strategies and portfolio solutions to advisors and institutional clients, deliver training and enablement, and share market intelligence. Ensure SEBI/AMFI compliance, maintain KYC/AML standards, and report accurately.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
3 days ago

Manager Sales and Distribution

✓ 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 and IFA channels for Asset & Wealth Management. Build and manage relationships with banks, IFAs, and national distributors to expand the IFA network and grow AUM while owning sales targets and budgets. Present fund strategies and portfolio solutions to advisors and institutional clients, deliver training and enablement, and share market intelligence. Ensure SEBI/AMFI compliance, maintain KYC/AML standards, and report accurately.
Location: Gurugram
Workplace: Onsite
Employment Type: Full time
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 mutual fund sales budgets and meet/exceed sales targets and AUM growth goals.
  • •Engage advisors and institutional clients by presenting fund strategies, market views, and portfolio solutions.
  • •Deliver training and enablement (internal/external sessions, product workshops, webinars) and support sales plans and focus-fund campaigns.
  • •Ensure sales activities follow SEBI/AMFI guidelines and KYC/AML norms, and maintain accurate documentation and reporting.

Key Requirements

  • •2–10 years of experience depending on level, with prior mutual fund distribution, wealth sales, or private banking experience preferred.
  • •NISM VA certification is mandatory.
  • •Graduate/postgraduate education in finance, business, or related fields.
  • •Strong relationship management, negotiation, and presentation skills; comfortable with sales pipelines and Excel/CRM reporting and basic portfolio analytics.
  • •Ability to comply with SEBI/AMFI guidelines and KYC/AML norms while maintaining accurate records and reporting.
Experience:2-10 yearsMutual fund distributionWealth salesPrivate banking
Education:Bachelor's in finance, business or related fields
Skills:Relationship managementNegotiationPresentation skillsComplianceIndependent judgment
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