Opportunity brief
HSBC is hiring for the role of Business Development - Apprentice!
Responsibilities of the Candidate:
- 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
- Comfortable with sales and relationship management in financial services. - Skilled in communication, training, and presentation. - Aware of compliance and regulatory frameworks in asset management. - Proactive in gathering market insights and supporting product positioning. - Open to leveraging technology and AI tools for efficiency.