Manager Sales and Distribution

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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 world’s 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 HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s 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. 

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

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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

• Distributor & IFA channel development: Build and manage relationships with banks, independent financial advisors (IFAs), and national distributors; expand the IFA network and deepen penetration in the assigned region.
• Sales targets & AUM growth: Own quarterly/annual sales budgets, focus on assets under management (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 RM/IC 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/AMFI guidelines, KYC/AML norms, and internal risk/compliance policies; maintain accurate records and reporting.

Requirements

Experience: 2–10 years depending on level (front-line sales vs AVP/manager); 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. 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.

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

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Issued by HSBC Global Asset Management India Private Limited