Job Description
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.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
Role Purpose
As a Product Manager – Investments, you will be responsible for the end-to-end management of HSBC’s investment product suite, including Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF), across both onshore and GIFT City platforms. You will drive product strategy, lifecycle management, and distribution initiatives, ensuring alignment with HSBC’s values, regulatory requirements, and customer needs. This role requires close collaboration with internal stakeholders, external partners, and regulatory bodies to deliver best-in-class investment solutions for our clients.
Key Responsibilities
• Product Strategy & Development
• Develop and execute the product strategy for Mutual Funds, PMS, and AIFs, covering both onshore and GIFT City offerings.
• Identify market trends, customer needs, and competitor activities to inform product enhancements and new launches.
• Liaise with asset management companies, PMS/AIF providers, and other partners to curate a robust product shelf.
• Product Lifecycle Management
• Oversee the entire product lifecycle: onboarding, due diligence, documentation, training, and ongoing monitoring.
• Ensure all products comply with regulatory guidelines (SEBI, RBI, IFSCA for GIFT City) and HSBC’s internal policies.
• Regularly review product performance and recommend changes to optimize the portfolio.
• Distribution & Sales Enablement
• Design and implement go-to-market strategies for investment products, including sales campaigns, marketing collateral, and digital journeys.
• Conduct product training and provide subject matter expertise to frontline teams.
• Support relationship managers and investment counsellors with client pitches and queries.
• Stakeholder Management
• Collaborate with Compliance, Legal, Risk, Operations, and Technology teams to ensure seamless product delivery and risk management.
• Engage with external partners (AMCs, PMS/AIF managers, GIFT City entities) for product onboarding and ongoing relationships.
• Governance & Reporting
• Maintain robust MIS and dashboards for product performance, sales, and risk metrics
• Prepare and present periodic product reviews to senior management and governance forums.
• Ensure timely and accurate regulatory reporting.
Qualifications & Experience
• MBA/CA/CFA or equivalent post-graduate qualification preferred.
• 8+ years of experience in investment product management, preferably in a bank or wealth management firm.
• Strong understanding of Mutual Funds, PMS, AIFs, and GIFT City regulations.
• Experience in product due diligence, onboarding, and lifecycle management.
• Excellent stakeholder management, communication, and presentation skills.
• Analytical mindset with proficiency in MS Excel, PowerPoint, and data visualization tools.
Key Competencies
• Customer Focus: Deep understanding of client needs and ability to design solutions accordingly.
• Collaboration: Ability to work cross-functionally and build consensus among diverse teams.
• Accountability: Takes ownership for product performance and compliance.
• Agility: Comfortable working in a fast-paced, evolving regulatory environment.
• Innovation: Brings fresh perspectives to product design and distribution.
Additional Information
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required
Eligibility Criteria
India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted
INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework.
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.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
Role Purpose
As a Product Manager – Investments, you will be responsible for the end-to-end management of HSBC’s investment product suite, including Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF), across both onshore and GIFT City platforms. You will drive product strategy, lifecycle management, and distribution initiatives, ensuring alignment with HSBC’s values, regulatory requirements, and customer needs. This role requires close collaboration with internal stakeholders, external partners, and regulatory bodies to deliver best-in-class investment solutions for our clients.
Key Responsibilities
• Product Strategy & Development
• Develop and execute the product strategy for Mutual Funds, PMS, and AIFs, covering both onshore and GIFT City offerings.
• Identify market trends, customer needs, and competitor activities to inform product enhancements and new launches.
• Liaise with asset management companies, PMS/AIF providers, and other partners to curate a robust product shelf.
• Product Lifecycle Management
• Oversee the entire product lifecycle: onboarding, due diligence, documentation, training, and ongoing monitoring.
• Ensure all products comply with regulatory guidelines (SEBI, RBI, IFSCA for GIFT City) and HSBC’s internal policies.
• Regularly review product performance and recommend changes to optimize the portfolio.
• Distribution & Sales Enablement
• Design and implement go-to-market strategies for investment products, including sales campaigns, marketing collateral, and digital journeys.
• Conduct product training and provide subject matter expertise to frontline teams.
• Support relationship managers and investment counsellors with client pitches and queries.
• Stakeholder Management
• Collaborate with Compliance, Legal, Risk, Operations, and Technology teams to ensure seamless product delivery and risk management.
• Engage with external partners (AMCs, PMS/AIF managers, GIFT City entities) for product onboarding and ongoing relationships.
• Governance & Reporting
• Maintain robust MIS and dashboards for product performance, sales, and risk metrics
• Prepare and present periodic product reviews to senior management and governance forums.
• Ensure timely and accurate regulatory reporting.
Qualifications & Experience
• MBA/CA/CFA or equivalent post-graduate qualification preferred.
• 8+ years of experience in investment product management, preferably in a bank or wealth management firm.
• Strong understanding of Mutual Funds, PMS, AIFs, and GIFT City regulations.
• Experience in product due diligence, onboarding, and lifecycle management.
• Excellent stakeholder management, communication, and presentation skills.
• Analytical mindset with proficiency in MS Excel, PowerPoint, and data visualization tools.
Key Competencies
• Customer Focus: Deep understanding of client needs and ability to design solutions accordingly.
• Collaboration: Ability to work cross-functionally and build consensus among diverse teams.
• Accountability: Takes ownership for product performance and compliance.
• Agility: Comfortable working in a fast-paced, evolving regulatory environment.
• Innovation: Brings fresh perspectives to product design and distribution.
Additional Information
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required
Eligibility Criteria
India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted
INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework.
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.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
💡 Quick Summary
Seeking a career-building opportunity? The Vice President Funds position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.