JobRaahGet matched free

Jobs

Manager - Sales and Distributions

HSBC · Muzaffarpur, BR, IN, 842002 · India · On-site

Apply with JobRaah

Sign up free: we match you to jobs like this, tailor your application and fill the form. 2 free applications every day.

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. 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 Core responsibilities 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. Requirements Experience: 2–10 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. Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. 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…