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AVP Institutional Sales

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 14 days ago

No clicks

**AVP Institutional Sales** at HSBC boosts asset management by selling debt, equity, and hybrid funds to corporates, banks, and family offices. Manage relationships with distributors and institutional clients, achieving sales targets, and expanding Ahmedabad's client base. Requires excellent selling skills, understanding of mutual funds, and 1-5 years of institutional sales experience. Use AI-enabled tools to enhance effectiveness. Represent HSBC with stakeholders, allocating work, providing feedback, and driving team success.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
India

Full Job Description

Some careers open more doors than others.

If youre 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 worlds 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 HSBCs worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBCs 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.

The Institutional Sales team is responsible for increasing the Assets Under Management (AUM) of HSBC Asset Management (India) Private Limited {AMIN} by reaching out to Group Entities, Large/Mid/Small Corporates, MNCs, family Offices, Banks, Insurance Companies, etc. The focus would be mainly to sell the Debt Funds across all segments of the yield curve, along with Equity and Hybrid funds, Specialised Investment Fund (SIF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs). In addition to directly reaching out to the target segment, the Relationship Manager (RM) would be expected to maintain a good working relationship with the large institutional distributors and CIB colleagues.

While the primary responsibility of the position would be to generate AUM sales from the institutional segment from the area, the focus will also be on active dissemination of information and feedback to design and offer products that would be viable investment propositions.

This critical position requires someone who combines selling skills as well as key relationship management skills to service top notch organizations and demanding treasury teams.

Additionally, the role would also have the following responsibilities:

  • Increase market share for HSBC products amongst existing clients of Ahmedabad
  • Expand the existing client base of Ahmedabad
  • Relationship Management with distributors and key institutional clients of Ahmedabad
  • Communicate portfolio strategy, and market views periodically, liaise with the investment team on a regular basis to work on portfolio strategies for corporates and institutions
  • Enhance customer engagement (also use tools of seminars, training workshops and the like)
  • Ensure that the sales targets allocated for Ahmedabad are achieved
  • Contribute to customer service initiatives and work closely with Service/Operations team
  • Liaise closely with HSBC Customer Group (CIB) to ensure synergies are leveraged for greater share of business with the Group

SKILLS / EXPERIENCE REQUIRED

  • A good understanding of mutual fund products and institutional client needs.
  • Strong selling skills & commercial acumen
  • Good verbal and written communication, leadership and interpersonal skills
  • Graduate/Post Graduate with 1-5 years of experience in institutional sales

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.

  • Pro-tip : Familiarity with AI-enabled tools is an advantage.

Link to Careers Site: Click HERE

Youll 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 Management India Private Limited

AVP Institutional Sales

Compensation

Not specified

City: Not specified

Country: India

HSBC logo
Other

14 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**AVP Institutional Sales** at HSBC boosts asset management by selling debt, equity, and hybrid funds to corporates, banks, and family offices. Manage relationships with distributors and institutional clients, achieving sales targets, and expanding Ahmedabad's client base. Requires excellent selling skills, understanding of mutual funds, and 1-5 years of institutional sales experience. Use AI-enabled tools to enhance effectiveness. Represent HSBC with stakeholders, allocating work, providing feedback, and driving team success.

Full Job Description

Some careers open more doors than others.

If youre 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 worlds 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 HSBCs worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBCs 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.

The Institutional Sales team is responsible for increasing the Assets Under Management (AUM) of HSBC Asset Management (India) Private Limited {AMIN} by reaching out to Group Entities, Large/Mid/Small Corporates, MNCs, family Offices, Banks, Insurance Companies, etc. The focus would be mainly to sell the Debt Funds across all segments of the yield curve, along with Equity and Hybrid funds, Specialised Investment Fund (SIF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs). In addition to directly reaching out to the target segment, the Relationship Manager (RM) would be expected to maintain a good working relationship with the large institutional distributors and CIB colleagues.

While the primary responsibility of the position would be to generate AUM sales from the institutional segment from the area, the focus will also be on active dissemination of information and feedback to design and offer products that would be viable investment propositions.

This critical position requires someone who combines selling skills as well as key relationship management skills to service top notch organizations and demanding treasury teams.

Additionally, the role would also have the following responsibilities:

  • Increase market share for HSBC products amongst existing clients of Ahmedabad
  • Expand the existing client base of Ahmedabad
  • Relationship Management with distributors and key institutional clients of Ahmedabad
  • Communicate portfolio strategy, and market views periodically, liaise with the investment team on a regular basis to work on portfolio strategies for corporates and institutions
  • Enhance customer engagement (also use tools of seminars, training workshops and the like)
  • Ensure that the sales targets allocated for Ahmedabad are achieved
  • Contribute to customer service initiatives and work closely with Service/Operations team
  • Liaise closely with HSBC Customer Group (CIB) to ensure synergies are leveraged for greater share of business with the Group

SKILLS / EXPERIENCE REQUIRED

  • A good understanding of mutual fund products and institutional client needs.
  • Strong selling skills & commercial acumen
  • Good verbal and written communication, leadership and interpersonal skills
  • Graduate/Post Graduate with 1-5 years of experience in institutional sales

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.

  • Pro-tip : Familiarity with AI-enabled tools is an advantage.

Link to Careers Site: Click HERE

Youll 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 Management India Private Limited