AVP Institutional Sales

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Global Asset Management

Global Asset Management, the investment management business of the HSBC Group, serves HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC's clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight.

We are currently seeking an experienced professional to join the AMIN Sales & Distribution team.

The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) 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.

The successful candidate for this role will need to possess the following skills and experience:

• 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.

Eligibility Criteria

• AMIN employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
• Entity Employees (not from AMIN) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted.

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 HSBC Global Asset Management (India) Private Ltd