Manager Sales and Distribution

HSBC; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

HSBC Global Asset Management India Private Limited is hiring a Mutual Fund Sales Representative to drive fund sales through distributor networks and IFAs. The role focuses on relationship management, meeting sales targets, and delivering portfolio insights to advisors and institutions.

Requires NISM VA and 2–10 years in wealth sales. Responsibilities include channel development, training, and market intelligence to refine campaigns; complies with SEBI/AMFI norms and KYC/AML basics.

Qualifications

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

Responsibilities

• Develop distributor and IFA channels; grow the network in the assigned region.
• Achieve sales targets and AUM growth; manage quarterly/annual budgets.
• Present fund strategies and portfolio solutions to advisors and clients.
• Conduct trainings and product workshops for RM/IC teams and advisors.
• Gather market feedback and support product positioning and campaigns.

Skills

Relationship management

Negotiation

Presentation skills

Sales pipelines

Portfolio analytics

CRM reporting

Education

Graduate/Postgraduate in Finance or Business

NISM VA certification

Tools

Excel

CRM

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:

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is f+D9urther enhanced through our best-in‑class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.

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

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: 2–10 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 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.

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

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