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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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.
Core responsibilities
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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.
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Sales targets & AUM growth: Own quarterly/annual sales budgets, focus on assets under management (AUM) growth, and meet/exceed mutual fund sales targets.
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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.
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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.
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Market intelligence: Gather feedback from the field, share competitor and flow trends, and work with product teams to refine positioning and campaigns.
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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
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.
Additional Information:
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The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time.
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All Apprentices engaged by the Bank will also be featured in NATS portal as an ‘Apprentice’. By virtue of them being covered under the provisions of the Act, a candidate profile will be created for each apprentice in the NATS portal, which will be available to them for viewing.
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On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued to the apprentice by the Govt. of India, as applicable under the Act and the enrollment under the Apprenticeship Act will cease.
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All other clauses regarding the tenure of engagement as an Apprentice with HSBC will stand as mentioned in the offer letter issued by the Bank at the time of joining.
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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 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.
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Issued by HSBC Global Asset Management India Private Limited
