AVP - Sales and Distribution

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Business Descriptor:

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.

We are currently seeking an experienced professional to join the HSBC Global Asset Management (India) Pvt.Ltd. – Sales & Distribution team.

Principal Responsibilities

• Build and maintain strong relationships with mapped MFDs, Banks & NDs to drive business growth.
• Drive sales initiatives and conduct events for MFDs and their clients.
• Provide Operational support and resolve back-office issues, queries.
• Update sellers on product strategy and market conditions, conduct product trainings & keep track on performance matrix/sales MIS.
• Work closely with mapped channels & increase sales efficiency & productivity.
• Significantly increase the market share of AMC in across channel.
• Regular follow up with all mapped channels for effective conversion.
• Develop and implement strategy to achieve planned sales target.

Role Requirements

• Strong interpersonal & Communication Skills – Written & Verbal
• Presentation & Sales skills
• Should have a thorough understanding of Mutual Fund products.
• Proficiency with MS Office
• Ability to understand and analyse financial / economic data.
• Ensure compliance with all regulatory framework and risk guidelines.

Education Qualifications: Any Graduate/Postgraduate, MBA/PGDM

Pro-tip : Familiarity with AI-enabled tools is an advantage.

· Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Certifications: NISM VA Mutual Fund Distributors Certification Exam

Experience: 1-3 years relevant experience in financial services industry (AMC/Bank/NBFC/Broking firm) is preferred.

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 The Hongkong and Shanghai Banking Corporation Limited, India