AVP Sales and Distribution
Jamshedpur, JH, IN, 831001
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