Vice President

HSBC Holdings plc; New Delhi; On-site; INR 1,500,000 - 2,700,000; Full time

Job summary

HSBC Holdings plc in India seeks a senior wealth distribution professional in Delhi to drive mutual fund sales, manage distributor relationships, and grow assets under management while ensuring compliance with SEBI/AMFI guidelines.

The ideal candidate has 10+ years in mutual fund distribution or private banking, with NISM certifications, strong relationship management, and Excel/CRM proficiency; finance or business degree required.

Qualifications

• Experience: 10 years+ depending on level (front-line sales vs AVP/Manager).
• 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.

Responsibilities

• Build and manage distributor & IFA relationships; expand the IFA network and deepen penetration in the region.
• Own quarterly/annual sales budgets; drive assets under management (AUM) growth and meet mutual fund sales targets.
• Present fund strategies and market views to IFAs, RM teams, and institutional clients; support client conversations and reviews.
• Conduct internal/external training sessions, product workshops, and webinars for RM/IC teams; create sales plans around focus funds.
• Gather field feedback, share market trends, and work with product teams to refine positioning and campaigns.
• Ensure compliance with SEBI/AMFI guidelines, KYC/AML norms, and internal risk policies; maintain records and reporting.

Skills

Relationship management

Negotiation

Presentation skills

Sales pipelines

Excel/CRM reporting

Portfolio analytics

Education

Graduate/Postgraduate in finance or business

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.

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.

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.

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