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Role purpose
Support the INM IWPB Direct Sales organisation for the MSF channel by ensuring smooth day-to-day sales operations, accurate reporting, strong governance, and effective coordination across internal teams. The role helps the sales force spend more time with customers by owning key support processes, data quality, and execution discipline.
Key responsibilities
1) Sales enablement & channel support (MSF)
Provide end-to-end support to MSF sales teams for daily execution (lead allocation support, follow-ups tracking, documentation status, and coordination).
Maintain accurate sales pipeline and activity updates in agreed systems (CRM/sales trackers), ensuring data completeness and timeliness.
Support sales campaigns and tactical pushes (e.g.,



product focus weeks), including communications, trackers, and progress updates.
2) Customer onboarding & documentation coordination
Coordinate with relevant operations/onboarding teams to track progress and resolve gaps (missing documents, pending checks, rework).
Ensure customer documentation and records are complete and stored as per required standards (audit-ready).
Track turnaround times and highlight bottlenecks; escalate with explicit actions.
3) MI, dashboards & performance reporting
Produce daily/weekly/monthly MI for MSF channel performance (leads, conversions, productivity, revenue/fees where applicable, activity, funnel health).
Build and maintain dashboards and trackers; provide insights (what’s driving performance, where drop-offs occur, what needs attention).
Support leadership reviews: pack preparation, commentary, and action logs.
4) Governance, controls & conduct support
Support

📌 Associate Vice President Distribution Support (Mumbai)
🏢 HSBC
📍 Mumbai