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Business Descriptor:
The Institutional Sales team is responsible for increasing the AUM of AMIN by reaching out to Group Entities, Large/Mid/Small Corporates, MNCs, family Offices, Banks, Insurance Companies, etc. The focus would be mainly to sell the Debt Funds across all segments of the yield curve, along with Equity and Hybrid funds, SIF, PMS, AIF. In addition to directly reaching out to the target segment, the RM would be expected to maintain a good working relationship with the large institutional distributors and CIB colleagues.
JOB DESCRIPTION
While the primary responsibility of the position would be to generate AUM sales from the institutional segment from the area, the focus will also be on active dissemination of information and feedback to design and offer products that would be viable investment propositions.
This critical position requires someone who combines selling skills as well as key relationship management skills to service top notch organizations and demanding treasury teams.
Additionally, the role would also have the following responsibilities:
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Increase market share for HSBC products amongst existing clients of Ahmedabad
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Expand the existing client base of Ahmedabad
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Relationship Management with distributors’ and key institutional clients of Ahmedabad
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Communicate portfolio strategy, and market views periodically, liaise with the investment team on a regular basis to work on portfolio strategies for corporates and institutions
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Enhance customer engagement (also use tools of seminars, training workshops and the like)
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Ensure that the sales targets allocated for Ahmedabad are achieved
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Contribute to customer service initiatives and work closely with Service/Operations team
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Liaise closely with HSBC Customer Group (CIB) to ensure synergies are leveraged for greater share of business with the Group
SKILLS / EXPERIENCE REQUIRED
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A good understanding of mutual fund products and institutional client needs.
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Strong selling skills & commercial acumen
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Good verbal and written communication, leadership and interpersonal skills
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Graduate/Post Graduate with 0-5 years of experience in institutional sales
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Additional Information
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Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
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Issued by The Hongkong and Shanghai Banking Corporation Limited, India
