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VP - Institutional Sales - Kolkata | Scrabble & Jigsaw

full-time
Posted on September 5, 2023

Job Description

Job Description

Some Careers Open More Doors Than Others.

Global Asset Management

We are currently seeking an experienced professional to join the AMIN Sales & Distribution team.

Key Responsibilities

  • Independently manage the assigned institutional relationships and new client development

  • Establish & Manage relationships through a regular contact programme

  • Manage direct interactions with trusts/ family offices / promoters & ultra HNIs

  • 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

  • Interact and develop investor relationships

  • Work closely with the Investment management team to equip the institutional investors 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 and to grow market share

  • Procure new and maintain direct relationships with assigned customers/network clientele

  • Productively work with the Operations/Customer Service to ensure efficiency is maintained.

The health and safety of our employees and candidates is very important to us. Due to the current

situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure

we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use

one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing

colleagues will explain how our video-interviewing technology will be used throughout the recruitment

process and will be on hand to answer any questions you might have.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the

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possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting

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new direction, HSBC offers opportunities, support and rewards that will take you further.

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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 fulfils its purpose of

connecting HSBC’s clients with investment opportunities around the world through an international

network of offices in approximately 30 countries, delivering global capabilities with local market insight.

The role is responsible for managing the distributor channel network (viz Banks, National Distributors

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and IFAs) to ensure high mind share for our products through innovative promotional schemes and

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deliver aggressive sales budgets.

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The role at times requires a direct interface with the client. A mature person with the ability to promote &

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sell and discuss the markets with ease would be an ideal fit.

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Requirements
Qualifications
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 15 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

    Additional Information

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

Any other additional Information:

  • The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.

  • As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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