AVP Sales and Distribution

HSBC
Delhi
Workplace: OnsiteFull timeFunction: Supply Chain & LogisticsExperience: 2-10 yearsEducation: bachelorsSkills: ["Relationship management","Negotiation","Presentation","Sales planning","Compliance awareness"]

Drive mutual fund sales through distributor channels and client/advisor relationships within HSBC Asset & Wealth Management. Own sales targets and AUM growth, engage IFAs and institutional clients with fund strategy and portfolio solutions, and provide training and enablement through workshops and webinars. Gather market intelligence, monitor competitor and flow trends, and ensure all activities follow SEBI/AMFI and KYC/AML guidelines with accurate documentation and reporting.

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FursaFursa
HSBC
HSBC
19 hours ago

AVP Sales and Distribution

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Last checked: 19 hours agoStatus: Live

Job Summary

Drive mutual fund sales through distributor channels and client/advisor relationships within HSBC Asset & Wealth Management. Own sales targets and AUM growth, engage IFAs and institutional clients with fund strategy and portfolio solutions, and provide training and enablement through workshops and webinars. Gather market intelligence, monitor competitor and flow trends, and ensure all activities follow SEBI/AMFI and KYC/AML guidelines with accurate documentation and reporting.
Location: Delhi
Workplace: Onsite
Employment Type: Full time
Job Function: Supply Chain & Logistics
Seniority: Director level

Key Responsibilities

  • •Develop and manage relationships with banks, IFAs, and national distributors to grow the IFA network and penetration in the region.
  • •Own quarterly/annual sales budgets and drive mutual fund sales target attainment and AUM growth.
  • •Engage IFAs, relationship managers, and institutional clients by presenting fund strategies, market views, and portfolio solutions.
  • •Deliver training and enablement via workshops, webinars, and product sessions; support sales plans for focus funds and campaigns.
  • •Ensure sales activities comply with SEBI/AMFI and internal policies, maintain KYC/AML documentation, and produce accurate reporting.

Key Requirements

  • •NISM VA certification is mandatory.
  • •2–10 years of experience in mutual fund distribution, wealth sales, or private banking is preferred.
  • •Graduate/postgraduate education in finance, business, or related fields.
  • •Strong relationship management, negotiation, and presentation skills.
  • •Comfort with sales pipelines, Excel/CRM reporting, and basic portfolio analytics.
Experience:2-10 yearsMutual fundsWealth salesPrivate banking
Education:Bachelor's
Skills:Relationship managementNegotiationPresentationSales planningCompliance awareness
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