AVP Sales and Distribution

About the role

A HSBC Mutual Fund Sales Representative (often titled Sales & Distribution, Relationship Manager, or Product Specialist in HSBC’s Asset & Wealth Management) is primarily responsible for driving mutual fund sales through distributor networks

What you'll do

• Distributor & IFA (Independent Financial Adviser(s)/) channel development: Build and manage relationships with banks, IFAs, and national distributors
• Sales targets & assets under management (AUM) growth: Own quarterly/annual sales budgets, focus on AUM growth, and meet/exceed mutual fund sales targets
• Training & enablement: Conduct internal/external training sessions, product workshops, and webinars for internal teams and advisors

What you need

• 2–10 yrs of experience
• Sales
• CRM
• Negotiation
• Reporting
• Excel
• Analytics
• B.Com or BBA or MBA

Good to have

• AML
• Mutual funds
• KYC
• SEBI regulations
• Wealth management