Manager Sales and Distribution

HSBC Holdings; Delhi; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

HSBC Holdings in Delhi recruits for a Mutual Fund Sales role focused on driving sales through distributor networks such as banks, IFAs, and national distributors. The position emphasizes building relationships, presenting fund strategies, and meeting AUM targets, with responsibilities spanning training, market intelligence, and compliance adherence.

Required are a finance-related degree and NISM certifications; strong negotiation, presentation, and CRM-excel skills are essential to manage

Qualifications

• Experience in mutual fund distribution or wealth sales.
• NISM Mutual Fund, PMS & SIF certifications required.
• Graduate or postgraduate degree in finance or related field.
• Strong relationship management, negotiation, and presentation skills.
• Proficient with Excel and CRM reporting; basic portfolio analytics.

Responsibilities

• Develop distributor & IFA channels; expand network.
• Own sales budgets and grow AUM; hit targets.
• Present fund strategies to IFAs and clients.
• Conduct training sessions and webinars for RM/IC.
• Gather market intel; assist product positioning.
• Ensure compliance with SEBI/AMFI, KYC/AML.

Skills

Relationship management

Negotiation

Presentation skills

Sales pipelines

Excel/CRM reporting

Portfolio analytics

Education

Graduate/Postgraduate in finance or business

NISM - Mutual Fund, PMS & SIF certification

Tools

CRM software

Excel

Job description

A 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

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.

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.

Requirements

• Experience: 10 years+ depending on level (front-line sales vs AVP/Manager); prior experience in mutual fund distribution, wealth sales, or private banking is preferred.
• Certifications: NISM - Mutual Fund, PMS & SIF 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.

Note:

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

You’ll achieve more at HSBC.

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Issued by HSBC Global Asset Management India Private Limited