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.

Business Descriptor:

Reporting To: Zonal Head
Coverage: 27 branches across South & East Zone

Role Purpose

Provide end-to-end sales support to the Sales & Distribution team by ensuring timely resolution of Relationship Manager (RM) and distributor queries, preparing management information (MI) reports, coordinating with internal operations and support teams, and enabling smooth business execution across 27 branches.

Key Responsibilities

• Handle and resolve day-to-day RM and distributor queries within agreed timelines.
• Coordinate with Operations, Customer Service, Compliance, Finance and other backend teams for issue resolution.
• Prepare, maintain and circulate daily, weekly and monthly MI reports and sales dashboards.
• Track business metrics, branch-wise performance and pending action items.
• Support sales campaigns, product launches and distributor communication.
• Ensure accuracy of sales data, reports and documentation.
• Follow up on service requests and escalations until closure.
• Maintain strong coordination across 27 branches to ensure seamless execution.
• Identify process improvement opportunities to enhance service quality and efficiency.

Desired Skills

• Strong Excel and MIS reporting skills
• Excellent coordination and stakeholder management
• Strong communication and problem-solving ability
• High attention to detail and time management
• Ability to work under pressure and manage multiple priorities
• Knowledge of mutual fund operations and sales processes preferred

Qualifications & Experience

• Graduate in any discipline.
• 3–6 years of experience in sales support, MIS, operations, or customer support within the mutual fund, banking, or financial services industry.
• Valid NISM certification.

• Pro-tip : Familiarity with AI-enabled tools is an advantage.

Link to Careers Site: Click HERE

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and 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.

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Issued by HSBC Global Asset Management India Private Limited