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.