AVP Sales and Distribution

HSBC Holdings plc; Mumbai; Presencial; INR 600.000 - 1.000.000; Jornada completa

Descripción de la vacante

HSBC Asset & Wealth Management in Mumbai seeks a Mutual Fund Sales Representative to drive fund distribution through banks, IFAs, and distributors, building relationships and delivering fund strategies.

You will manage sales targets, present market insights, train advisors, and ensure compliance with SEBI/AMFI guidelines while growing AUM and client coverage in the region.

Formación

• 2–10 years of experience in mutual fund distribution or wealth sales.
• NISM VA certification is mandatory.
• Graduate or postgraduate in finance, business, or related fields.
• Strong relationship management, negotiation and presentation skills.
• Proficiency with Excel/CRM reporting and basic portfolio analytics.
• Mandatory AML/Sanctions training completion.

Responsabilidades

• Distributor & IFA channel development: Build and manage relationships with banks, IFAs, and national distributors; expand the IFA network and deepen penetration in the assigned region.
• Sales targets & assets under management (AUM) growth: Own quarterly/annual sales budgets, focus on AUM growth, and meet/exceed mutual fund sales targets.
• Client/advisor engagement: Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional clients; support them in client conversations and portfolio reviews.
• Training & enablement: Conduct internal/external training sessions, product workshops, and webinars for internal teams and advisors; create sales plans around “focus funds” and campaigns.
• Market intelligence: Gather feedback from the field, share competitor and flow trends, and work with product teams to refine positioning and campaigns.
• Compliance & documentation: Ensure all sales activities adhere to SEBI /AMFI guidelines, KYC/AML norms, and internal risk/compliance policies; maintain accurate records and reporting.

Conocimientos

Relationship management

Negotiation

Presentation skills

Sales pipelines

Excel

CRM reporting

Portfolio analytics

Educación

Graduate/Postgraduate in Finance or Business

Herramientas

CRM software

Descripción del empleo

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

Date: 18 Sept 2026

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:

HSBC’s Asset & Wealth Management is primarily responsible for driving mutual fund sales through distributor networks and client relationships, while ensuring compliance and delivering market insights to advisors and investors.

HSBC Mutual Fund Sales Representative (often titled Sales & Distribution, Relationship Manager, or Product Specialist in HSBC’s Asset & Wealth Management) is primarily responsible for driving mutual fund sales through distributor networks

Core responsibilities

• Distributor & IFA (Independent Financial Adviser(s)/) channel development: Build and manage relationships with banks, IFAs, and national distributors; expand the IFA network and deepen penetration in the assigned region.
• Sales targets & assets under management (AUM) growth: Own quarterly/annual sales budgets, focus on AUM growth, and meet/exceed mutual fund sales targets.
• Client/advisor engagement: Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional clients; support them in client conversations and portfolio reviews.
• Training & enablement: Conduct internal/external training sessions, product workshops, and webinars for internal teams and advisors; create sales plans around “focus funds” and campaigns.
• Market intelligence: Gather feedback from the field, share competitor and flow trends, and work with product teams to refine positioning and campaigns.
• Compliance & documentation: Ensure all sales activities adhere to SEBI (Securities and Exchange Board of India) /AMFI (Association of Mutual Funds in India) guidelines, KYC (Know Your Customer )/AML(Anti-Money Laundering ) norms, and internal risk/compliance policies; maintain accurate records and reporting.

Requirements

Experience: 2–10 years; prior experience in mutual fund distribution, wealth sales, or private banking is preferred.

Certifications: NISM VA certification is mandatory

Education: Graduate/postgraduate in finance, business, or related fields.

Skills: Strong relationship management, negotiation, presentation skills; comfort with sales pipelines, Excel/CRM reporting, and basic portfolio analytics.

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Note:

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

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

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 ManagementIndia Private Limited