Assistant Manager Sales and Distribution

About the Role

This is a 12-month Apprentice role for an Assistant Manager Sales and Distribution at HSBC.

Key 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 & Tech Stack

• 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.
• Mandatory Training: Successfully complete Anti-Money Laundering and Sanctions training and post-course assessment.

Additional Information

• The tenure of the Apprentice will be 1 year.
• A Certificate of Proficiency will be issued by the Govt. of India upon completion.
• All other clauses regarding the tenure of engagement will be as mentioned in the offer letter.
• Familiarity with AI-enabled tools is an advantage.