Manager Sales and Distribution

HSBC; New Delhi; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

HSBC's Asset and Wealth Management arm in India seeks seasoned sales professionals to drive mutual fund distribution and wealth sales. You will manage distributor networks, present fund strategies, and support advisors in client discussions.

Strong relationships, compliance awareness, and proficiency in Excel/CRM are essential. Applicants should have NISM certifications and finance/business qualifications, with extensive experience in wealth sales or private banking preferred.

Qualifications

• 10 years+ experience 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.

Responsibilities

• Distributor & IFA channel development: Build and manage relationships with banks, IFAs, and national distributors; expand the IFA network in the assigned region.
• Sales targets & AUM growth: Own quarterly/annual sales budgets; drive AUM growth and meet fund sales targets.
• Client/advisor engagement: Present fund strategies, market views, and portfolio solutions to IFAs and clients; support client conversations and reviews.
• Training & enablement: Conduct training sessions, product workshops, and webinars for RM/IC teams and advisors; create sales plans around focus funds and campaigns.
• Market intelligence: Gather field feedback, share trends, and work with product teams on positioning and campaigns.
• Compliance & documentation: Ensure sales activities adhere to SEBI/AMFI norms; maintain records and reporting.

Skills

Relationship management

Negotiation

Presentation skills

Sales pipelines

Excel/CRM reporting

Portfolio analytics

Education

Graduate

Postgraduate in finance/business

Job description

Brand: HSBC

Area of Interest: Asset and Wealth Management

Role Workstyle: Office Worker

Date: 29 Oct 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.

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.

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