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123 Wealth Management Jobs in Ahmedabad

VP Institutional Sales - Band 5/6

10-12 years

Ahmedabad

1 vacancy

VP Institutional Sales - Band 5/6

HSBC Group

posted 17d ago

Job Description

Some careers open more doors than others.
If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Global Asset Management
Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight.
We are currently seeking an experienced professional to join the AMIN Sales Distribution team.
The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets.
Key Responsibilities
  • Independently manage the assigned distributor channel/network and also enhance the scope of distribution
  • Establish Manage relationships through a regular calling programme
  • Organise promotional activities and ensure high share of mind of our products, increase the visibility of HSBC Mutual Fund Schemes and PMS schemes and improve awareness of our schemes
  • Organise and facilitate investor and distributor meetings
  • Organise and conduct training sessions for the Channel
  • Work closely with the Investment management team to equip the sales force in the channel with details on the Markets and Products, and be able to communicate the key features of our products over competition.
  • Provide regular performance, product and competitor updates
  • Deliver sales budgets for the given geography/distributor portfolio
  • Procure new and maintain direct relationships with assigned customers/network clientele
  • Productively work with the Operations/Customer Service to ensure efficiency is maintained.
The role at times requires a direct interface with the client. A mature person with the ability to promote sell and discuss the markets with ease would be an ideal fit.
Requirements
The successful candidate for this role will need to possess the following skills and experience:
  • A good understanding of mutual fund products.
  • Strong selling skills commercial acumen
  • Good verbal and written communication, leadership and interpersonal skills
  • The inclination to work in a client facing, sales role
  • Ideally a post graduate with at least 10 to 12 years of experience in Wealth management in a client facing role involving Mutual Fund Sales
  • Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply
  • NISM certificate
Additional Information
  • Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
  • The GCB 5 or GCB 6 will be offered depending on the selected candidates skill and relevant experience
Useful Link
Link to Careers Site: Click HERE
HSBC is committed to building a culture where all employees are va lued, respected an d 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.

Employment Type: Full Time, Permanent

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