AVP - SALES AND DISTRIBUTION
HSBC India — PRAYAGRAJ, PRAYAGRAJ
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Job Description
Some careers open more doors than others.
If you’re looking for a career that will unlock new chances, 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 openings, support and rewards that will take you further.
Business Descriptor:
HSBC’s Asset & Wealth Management is primarily tasked with driving mutual fund sales through distributor networks and customer relationships, while securing compliance and handing over market findings to advisors and investors.
A HSBC Mutual Fund Sales Representative (often titled Sales & Distribution, Relationship Manager, or Product Specialist in HSBC’s Asset & Wealth Management) is primarily in charge of driving mutual fund sales through distributor networks
Core responsibilities
- Distributor & IFA (Independent Financial Adviser(s)/) channel development: Create and oversee relationships with banks, IFAs, and national distributors; expand the IFA network and deepen penetration in the assigned region.
- Sales targets & assets under management (AUM) development: Own quarterly/annual sales budgets, specialise in AUM expansion, and meet/exceed mutual fund sales targets.
- Client/advisor engagement: Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional client organisations; support them in customer conversations and portfolio reviews.
- Training & enablement: Conduct internal/external training sessions, product workshops, and webinars for internal teams and advisors; create sales plans around “focus funds” and campaigns.
- Market intelligence: Gather feedback from the field, share competitor and flow trends, and collaborate with product teams to refine positioning and campaigns.
- Compliance & documentation: Ensure all sales activities adhere to SEBI (Securities and Exchange Board of India) /AMFI (Association of Mutual Funds in India) guidelines, KYC (Know Your Customer )/AML(Anti-Money Laundering ) norms, and internal risk/compliance policies; sustain accurate records and reporting.
Expectations
Experience: 2–10 years; prior track record 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.
Capabilities: Robust relationship management, negotiation, presentation abilities; comfort with sales pipelines, Excel/CRM reporting, and basic portfolio analytics.
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
Note:
As an employee, you are required to carry out 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, deliver direction and feedback, run team capacity and leave in line with policy as applicable.
- Pro-tip : Familiarity with AI-enabled tools is an advantage.
Link to Careers Site: Click HERE
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HSBC is committed to establishing a culture where all employees are valued, respected and opinions count. We take pride in giving a workplace that fosters continuous professional development, flexible working and chances to grow within an inclusive and diverse environment.
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Issued by HSBC Global Asset Management India Private Limited
This AVP - SALES AND DISTRIBUTION vacancy is based in Prayagraj.
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