Sales Support

About the Role

HSBC Asset Management is responsible for driving mutual fund sales through distributor networks and client relationships, ensuring compliance, and delivering market insights.

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

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment.
• Familiarity with AI-enabled tools is an advantage.

Qualifications

• 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.
• On completion of the one-year Apprenticeship tenure, a Certificate of Proficiency will be issued by the Govt. of India.
• All Apprentices will be featured in the NATS portal.