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Business Descriptor:
The incumbent will be responsible for driving sales, market share, and relationship management across a mix of distribution channels including Banks, National Distributors (NDs), and Mutual Fund Distributors (MFDs) in the Bengaluru market. The role requires strong distributor engagement, business development capabilities, product expertise, and the ability to influence key stakeholders to achieve HSBC Mutual Fund's business objectives.
Key Responsibilities
Business Development & Sales
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Drive Assets Under Management (AUM) growth, net sales, and market share across assigned distribution partners.
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Develop and execute channel-specific business plans to achieve sales targets.
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Strengthen HSBC Mutual Fund's presence and wallet share with key distributors.
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Identify new business opportunities and expand distribution reach within the territory.
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Monitor competition, market trends, and distributor activity to formulate growth strategies.
Relationship Management
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Build and maintain strong relationships with Banks, NDs, and MFDs.
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Engage regularly with key decision-makers, branch managers, investment counselors, and distributor leadership teams.
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Ensure high levels of distributor satisfaction through proactive support and engagement.
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Resolve distributor queries and operational issues in a timely and effective manner.
Distributor Training & Capability Building
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Conduct product presentations, investor awareness sessions, and training programs for distributor sales teams.
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Enhance distributor knowledge on mutual fund products, market developments, asset allocation, and investment solutions.
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Equip partners with relevant sales ideas and investment themes to support business generation.
Market Intelligence & Execution
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Track market developments, competitor strategies, and distributor trends.
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Provide actionable market feedback to internal stakeholders.
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Ensure effective implementation of sales campaigns, New Fund Offer (NFO) launches, and strategic initiatives.
Compliance & Governance
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Adhere to all regulatory, compliance, and internal governance requirements.
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Ensure business activities are conducted in accordance with Securities and Exchange Board of India (SEBI), Association of Mutual Funds in India (AMFI), and company guidelines.
Key Skills & Competencies
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Strong relationship management and influencing skills.
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Deep understanding of Mutual Funds and capital markets.
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Excellent presentation, communication, and training capabilities.
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Ability to analyze distributor business and drive market share gains.
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Strong negotiation and stakeholder management skills.
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High level of execution focus and result orientation.
Qualifications & Experience
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MBA/PGDM or equivalent qualification preferred.
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AMFI certification mandatory.
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8–15 years of experience in Mutual Funds, Wealth Management, Banking, or Financial Services distribution.
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Proven track record of managing distributor relationships and delivering sales growth.
Experience handling multiple channels including Banks, NDs, and MFDs will be preferred.
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In line with HSBC Values, it is our endeavour to harness and promote a culture of transparency and openness. Regarding this particular opportunity, a suitable candidate who can fit this role is available and the role is being advertised on the IJA to encourage fresh applications across the bank. All the applications received will be evaluated on merit before the final decision is taken
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Pro-tip : Familiarity with AI-enabled tools is an advantage.
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Issued by HSBC Global Asset Management India Private Limited
