
at HSBC
OtherPosted 4 days ago
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**AVP Sales and Distribution** drives mutual fund growth through distributor networks and client relationships. Key responsibilities include: building relationships with banks and IFAs, achieving sales targets, engaging clients/advisors, conducting training, gathering market intelligence, and ensuring compliance. Required skills are prior mutual fund/distribution sales experience, NISM VA certification, sales pipeline management, and basic portfolio analytics. Strong negotiation and presentation skills are crucial. This senior role also involves supervising team members and representing the organization with stakeholders. AI-enabled tools familiarity is a plus. Apply now to unlock new career opportunities at HSBC's Asset & Wealth Management.
- Compensation
- Not specified
- City
- Not specified
- Country
- India
Currency: Not specified
Full Job Description
- Distributor & IFA (Independent Financial Adviser(s)/) channel development: Build and manage relationships with banks, IFAs, and national distributors; expand the IFA network and deepen penetration in the assigned region.
- Sales targets & assets under management (AUM) growth: Own quarterly/annual sales budgets, focus on AUM growth, and meet/exceed mutual fund sales targets.
- Client/advisor engagement: Present fund strategies, market views, and portfolio solutions to IFAs, relationship managers, and institutional clients; support them in client 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 work 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; maintain accurate records and reporting.
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
- Pro-tip : Familiarity with AI-enabled tools is an advantage.
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Issued by HSBC Global Asset Management India Private Limited



