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Tier-1 brand, metro location, and generalist institutional sales title increase candidate competition.
Role requires specialized asset-management institutional sales experience and NISM certification, limiting cross‑industry transferability.
Explicit 7–18 years requirement plus mandatory NISM and AML training increases filter strictness.
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Generate and grow Assets Under Management (AUM) by selling Debt, Equity, Hybrid funds, SIF, PMS, and AIFs to institutional clients in Mumbai and Ahmedabad.
Manage and expand relationships with institutional clients, large distributors, and HSBC Corporate and Institutional Banking colleagues to increase market share.
Collaborate with investment teams to communicate portfolio strategies and feedback for product development; lead customer engagement initiatives like seminars and training workshops.
7-18 years of experience, preferably in institutional sales within mutual fund products.
Graduate or Post-Graduate degree required.
Valid NISM certification mandatory.
Must complete Anti-Money Laundering and Sanctions training and assessment as required.
Experienced in selling mutual fund products with strong commercial acumen and relationship management skills targeting institutional clients.
Skilled in both direct sales and distributor relationship management within large financial organizations.
Comfortable liaising between sales, investment teams, and operations to align product offerings with client needs and market trends.