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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Business Descriptor:
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 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
Certification

📌 Apprentice (12 Months) (New Delhi)
🏢 HSBC Global Services
📍 New Delhi