# Assistant Manager Sales and Distribution

**Company**: Intl Wealth & Premier Banking
**Location**: Mumbai, Maharashtra
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612298554?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_1d665ce4-a17

## 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: 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:

- Build and manage relationships with banks, IFAs, and national distributors; expand the IFA network and deepen penetration in the assigned region.

- Own quarterly/annual sales budgets, focus on 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 internal 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.

Requirements:

- Experience: 1+ years; 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.

## Skills

### Required
- relationship management
- negotiation
- presentation skills
- sales pipelines
- Excel
- CRM reporting
- portfolio analytics
- NISM VA certification

### Nice to have
- AI-enabled tools
- mutual fund distribution
- wealth sales
- private banking

---

Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612298554?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)