Senior Institutional Sales Manager

1 month ago


Ahmedabad, Gujarat, India HSBC Full time

Unlock New Opportunities

HSBC is seeking an experienced professional to join the AMIN Sales & Distribution team as a Senior Institutional Sales Manager. This role is responsible for managing the distributor channel network to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets.

Key Responsibilities

  • Independently manage the assigned distributor channel/network and also enhance the scope of distribution
  • Establish & Manage relationships through a regular calling programme
  • Organise promotional activities and ensure high share of mind of our products, increase the visibility of HSBC Mutual Fund Schemes and PMS schemes and improve awareness of our schemes
  • Organise and facilitate investor and distributor meetings
  • Organise and conduct training sessions for the Channel
  • Work closely with the Investment management team to equip the sales force in the channel with details on the Markets and Products, and be able to communicate the key features of our products over competition.
  • Provide regular performance, product and competitor updates
  • Deliver sales budgets for the given geography/distributor portfolio
  • Procure new and maintain direct relationships with assigned customers/network clientele
  • Productively work with the Operations/Customer Service to ensure efficiency is maintained.

The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit.

Requirements

  • A good understanding of mutual fund products.
  • Strong selling skills & commercial acumen
  • Good verbal and written communication, leadership and interpersonal skills
  • The inclination to work in a client facing, sales role
  • Ideally a post graduate with at least 10 to 12 years of experience in Wealth management in a client facing role involving Mutual Fund Sales
  • Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply

Additional Information

  • Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

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