Assistant Manager Sales and Distribution

HSBC · Mumbai

  • Experience1–2 yrs
  • SalaryNot disclosed
  • Work modeonsite
  • Leveljunior
  • Posted21 Sept 2026
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About HSBC

HSBC is hiring in Mumbai in financial services. This role looks for around 1+ years of experience.

Skills

  • mutual fund distribution
  • relationship management
  • sales pipelines
  • Microsoft Excel
  • CRM reporting
  • portfolio analytics
  • NISM VA certification
  • SEBI guidelines
  • AMFI guidelines
  • KYC
  • AML
  • negotiation
  • presentation skills

The role

A channel sales manager at a mutual fund and investment platform builds distributor relationships, drives mutual fund distribution and portfolio analytics, and delivers advisor training and presentations.

Full job description

HSBC is hiring for the role of Assistant Manager Sales and Distribution!

Responsibility of the Candidate:

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-Money Laundering ) norms, and internal risk/compliance policies; maintain accurate records and reporting.

Requirements

Experience: 1+ years; prior experience in mutual fund distribution, wealth sales, or private banking is preferred.

Certifications: NISM VA certification is mandatory

Education: Graduate/postgraduate in finance, business, or related fields.

Skills: Strong relationship management, negotiation, presentation skills; comfort with sales pipelines, Excel/CRM reporting, and basic portfolio analytics.