Assistant Manager Sales and Distribution (Apprentice)

HSBC; Panaji; On-site; INR 500,000 - 800,000; Full time

Job summary

HSBC Asset Management India Private Limited (AMIN) is seeking an early-career professional to support the Sales & Distribution team in growing mutual fund penetration across distributor channels. The role focuses on learning the business, supporting relationship managers, and building client/distributor engagement skills.

Ideal candidates have graduation and a keen interest in investment markets with strong communication skills and a client-facing mindset.

Qualifications

• Minimum Graduation (or higher) required.
• Strong interest in mutual funds and markets; willing to learn products.
• Good communication skills (verbal and written) with distributors/clients.
• Basic commercial mindset and enthusiasm for a client-facing sales career.
• Good coordination skills and ability to work with multiple stakeholders.
• Proficiency in MS Excel and PowerPoint for reporting and presentations.

Responsibilities

• Support key distributor relationships across Banks, National Distributors and IFAs under guidance from senior team members.
• Assist with distributor engagement activities such as product updates, sales campaigns, promotional schemes and regular communication.
• Help identify new distribution opportunities (especially within the IFA segment) by mapping potential partners and maintaining lead lists.
• Coordinate with internal stakeholders to support network strengthening initiatives.
• Track basic sales performance: maintain reports/dashboards, analyse trends, and share insights with the team.
• Support institutional coverage activities by helping prepare materials, coordinating meetings, and following up on action items.
• Ensure compliance and doing business the right way by adhering to HSBC values and governance requirements.

Skills

Communication skills

Commercial acumen

Coordination

Client-facing sales mindset

Education

Graduation

MBA/PGDM (Preferred)

Tools

MS Excel

PowerPoint

Job description

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Descriptor

Global Asset Management, the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. We connect clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight.

We're currently seeking a motivated early-career professional to join the HSBC Asset Management (India) Private Limited (AMIN) Sales & Distribution team.

Role Purpose

Support the Sales & Distribution team in growing mutual fund / investment product penetration across distributor channels (Banks, National Distributors and IFAs). The role focuses on learning the business, supporting relationship managers, contributing to sales enablement activities and building foundational client/distributor engagement skills.

This role will involve periodic direct interaction with distributors/clients. A confident communicator with interest in markets and sales will be a strong fit.

Key Responsibilities

• Support key distributor relationships across Banks (including Wealth and Personal Banking (WPB) segment), National Distributors and Independent Financial Advisers (IFAs) under guidance from senior team members.
• Assist with distributor engagement activities such as product updates, sales campaigns, promotional schemes and regular communication.
• Help identify new distribution opportunities (especially within the IFA segment) by mapping potential partners and maintaining lead lists.
• Coordinate with internal stakeholders (including Group Distribution entities and internal teams) to support network strengthening initiatives.
• Track basic sales performance: maintain reports/dashboards, analyse trends, and share insights with the team.
• Support institutional coverage activities (where applicable) by helping prepare materials, coordinating meetings, and following up on action items.
• Ensure compliance and "doing business the right way" by adhering to HSBC values, internal controls, and sales/process governance requirements.

Qualifications / Skills (Entry Level)

• Minimum Graduation (or as required for the role, whichever is higher).
• Strong interest in mutual funds and investment markets; willingness to learn products and distribution models.
• Good communication skills (verbal and written) and comfort interacting with distributors/clients.
• Basic commercial mindset and enthusiasm for a client-facing sales career.
• Good coordination skills and ability to work with multiple stakeholders.
• Comfortable with MS Excel / PowerPoint (basic reporting and presentations).

Preferred (Not Mandatory)

• Postgraduate qualification (e.g., MBA/PGDM) is an advantage.
• Valid NISM certificate (preferred; may be required depending on role scope).
• In line with HSBC Values, it is our endeavour to harness and promote a culture of transparency and openness. Regarding this particular opportunity, a suitable candidate who can fit this role is available and the role is being advertised on the IJA to encourage fresh applications across the bank. All the applications received will be evaluated on merit before the final decision is taken

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

• Pro-tip : Familiarity with AI-enabled tools is an advantage.

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by HSBC relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Global Asset Management India Private Limited