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Business Descriptor:
A HSBC Mutual Fund Sales Representative (often titled Sales & Distribution, Relationship Manager, or Product Specialist in HSBC’s Asset & Wealth Management) is primarily responsible for driving mutual fund sales through distributor networks
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HSBC’s Asset & Wealth Management is primarily responsible for driving mutual fund sales through distributor networks and client relationships, while ensuring compliance and delivering market insights to advisors and investors.
Core responsibilities

Distributor & IFA (Independent Financial Adviser(s)/) channel development: Build and manage relationships with banks, IFAs, and national distributors; expand the IFA network and deepen penetration in the assigned region.




Sales targets & assets under management (AUM) growth: Own quarterly/annual sales budgets, focus on 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 internal 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 (Securities and Exchange Board of India) /AMFI (Association of Mutual Funds in India) guidelines, KYC (Know Your Customer )/AML(Anti

📌 Manager Sales and Distribution (New Delhi)
🏢 HSBC Global Services
📍 New Delhi