Assistant Manager Sales and Distribution - Apprentice (12 Months)

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.

Business Descriptor: International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.

Core Responsibilities:

• Build and manage relationships with banks, independent financial advisors (IFAs), and national distributors; expand the IFA network and deepen penetration in the assigned region.
• Own quarterly/annual sales budgets, focus on assets under management (AUM) growth, and meet/exceed mutual fund sales targets.
• Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional clients; support them in client conversations and portfolio reviews.
• Conduct internal/external training sessions, product workshops, and webinars for RM/IC teams and advisors; create sales plans around 'focus funds' and campaigns.
• Gather feedback from the field, share competitor and flow trends, and work with product teams to refine positioning and campaigns.
• Ensure all sales activities adhere to SEBI/AMFI guidelines, KYC/AML norms, and internal risk/compliance policies; maintain accurate records and reporting.

Qualification:

• Minimum Graduation or as required for the role, whichever is higher

Requirements:

• 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.

Additional Information:

• The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time.
• All Apprentices engaged by the Bank will also be featured in NATS portal as an 'Apprentice'.
• On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease.