Business Development - Apprentice (12 Months)

HSBC; Kolkata District; On-site; INR 120,000 - 180,000; Full time

Benefits offered by this job

Certificate of Proficiency on completi

NATS apprenticeship portal profile

Job summary

HSBC Global Asset Management India Private Limited invites applications for a one-year Apprenticeship under the Apprentices Act. The role focuses on distributor and IFA channel development, sales targets, and client engagement for mutual funds.

Apprentices receive hands-on training, attend product workshops and webinars, and gain exposure to compliance, KYC/AML, and market intelligence. On completion, a Certificate of Proficiency will be issued by the Govt. of India.

Responsibilities

• Build and manage relationships with banks, IFAs and national distributors; expand the IFA network.
• Own quarterly/annual sales budgets; drive assets under management growth and meet targets.
• Present fund strategies and portfolio solutions to IFAs and clients; support portfolio reviews.
• Conduct internal/external training sessions, product workshops, and webinars for RM/IC teams and advisors.
• Gather feedback from the field and share trends with product teams to refine campaigns.
• Ensure all sales activities comply with SEBI/AMFI guidelines, KYC/AML norms, and internal policies; maintain records.

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:

HSBC Asset 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.

Core responsibilities

• Distributor & IFA channel development: Build and manage relationships with banks, independent financial advisors (IFAs), and national distributors; expand the IFA network and deepen penetration in the assigned region.
• Sales targets & AUM growth: Own quarterly/annual sales budgets, focus on assets under management (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 RM/IC 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.

Additional Information

• The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time.
• All Apprentices engaged by the Bank will also be featured in NATS portal as an ‘Apprentice’. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing.
• On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease.
• All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining.

Note:

• 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.

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Issued by HSBC Global Asset Management India Private Limited