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Business Descriptor:

HSBC Asset 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.

Additional Information

• The tenure of the Apprentice will be 1 (one) year as defined under Apprentices Act, 1961 and Apprenticeship Rules 1992 amended from time to time.

• All Apprentices engaged by the Bank will also be featured in NATS portal as an ‘Apprentice’. By virtue of t

📌 Sales Support (India)
🏢 HSBC Global Services
📍 India