Manager Sales and Distribution

HSBC Holdings plc; Delhi Cantonment; Sur place; INR 1 200 000 - 2 100 000; Plein temps

Résumé du poste

HSBC Global Asset Management India Private Limited seeks a Mutual Fund Sales Representative to drive sales through distributor networks and client relationships. The role focuses on expanding the IFA network, achieving sales targets, and delivering fund strategies to advisors and institutions.

The ideal candidate has extensive experience in mutual fund distribution, strong relationship skills, and relevant certifications, with a commitment to compliance and performance audits.

Qualifications

• 10+ years in mutual fund distribution, wealth sales, or private banking preferred.
• NISM - Mutual Fund, PMS & SIF certification mandatory.
• Graduate or postgraduate in finance, business or related fields.
• Strong relationship management, negotiation, and presentation skills.

Responsabilités

• Build and manage distributor & IFA networks; expand the IFA network in the assigned region.
• Own quarterly/annual sales budgets; focus on AUM growth and meeting mutual fund sales targets.
• Present fund strategies, market views, and portfolio solutions to IFAs, RM teams, and institutional clients.
• Conduct training sessions, product workshops, and webinars for RM/IC teams and advisors.
• Gather field feedback, share market trends, and work with product teams on positioning and campaigns.
• Ensure compliance with SEBI/AMFI, KYC/AML, and internal policies; maintain records and reporting.

Connaissances

Relationship management

Negotiation

Presentation skills

Sales pipelines

Excel

CRM reporting

Portfolio analytics

Formation

Graduate/Postgraduate in finance or business

Outils

Excel

CRM

Description du poste

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

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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

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.

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