Assistant Manager Sales and Distribution
HSBC
Mumbai, Maharashtra, IndiaFresher2h agovia LinkedIn
This job at a glance
- Who can apply
- Freshers
- Must know
- SalesBudgetingExcelCRM
- Work
- On-site in Mumbai
- Pay
- Not stated by the employer.
- Skill demand
- Sales93%CRM17%Excel8%Budgeting5%of 114 similar fresher jobs posted in India this week
- Listed
- 7 Nov 2026 · still open
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About the Role
This is a 12-month Apprenticeship role in Sales and Distribution within International Wealth and Premier Banking (IWPB) at HSBC. IWPB provides borderless banking and wealth management through mobile-first capabilities and expert personnel, supporting individuals, families, business owners, investors, and entrepreneurs.
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.
- Skills: Strong relationship management, negotiation, presentation skills; comfort with sales pipelines, Excel/CRM reporting, and basic portfolio analytics.
- Familiarity with AI-enabled tools is an advantage.
Qualifications
- Education: Graduate/postgraduate in finance, business, or related fields.
- Minimum Graduation or as required for the role, whichever is higher.
Additional Information
- The tenure of the Apprentice will be 1 (one) year as defined under the Apprentices Act, 1961.
- All Apprentices will be featured in the NATS portal.
- On completion, a Certificate of Proficiency will be issued by the Govt. of India.
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment.