AssetPlus - Knowledge Partner - Investments & Insurance

This role is designed to drive mutual fund distributor (partner) success by delivering impactful training, strategic coaching, tech-driven enablement, and ongoing performance management.

You will also anchor knowledge creation, learning strategies, and team development across financial products.

Key Responsibilities

Distributor Training & Coaching

- Conduct in-depth sessions on mutual funds, investment products, and consultative selling.

- Tailor learning interventions based on individual and team performance needs.

- Collaborate in developing engaging content for product, sales, and compliance training.

Build & Lead the Training Team

- Recruit, onboard, and upskill a results-driven training team.

- Define and implement best practices, feedback systems, and scalable training methodologies.

Research & Knowledge Management

- Develop a structured knowledge framework across investment products and services.

- Convert complex market insights into actionable, easy-to-digest training material.

- Lead the knowledge dissemination strategy across the organization.

Tech-Driven Sales Enablement

- Champion the adoption of CRMs, analytics, and digital tools for distributor and sales productivity.

- Train teams and partners to effectively use technology for better client outcomes.

Performance Management

- Monitor distributor and RM performance metrics to identify gaps and growth opportunities.

- Build coaching plans that directly address performance challenges.

Market Intelligence & Industry Trends

- Share regular updates on market movements, regulatory changes, and evolving best practices.

- Ensure the sales frontline and partners stay aligned with industry developments.

Candidate Requirements

- Background in Sales, Product, or Training within Asset Management or Wealth Management.

- Deep understanding of Mutual Funds; familiarity with Insurance-based products is a plus.

- Strong communication skills in English and Hindi, with the ability to present and train effectively in both languages.

- Willingness to travel extensively for training, coaching, and partner engagement.

Compensation:

The offered compensation package will be based on the candidates prior experience and current Cost to Company (CTC).

Why Join Us?

- Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry.

- Collaborate with Brilliant Minds: Work alongside a talented and passionate team.

- Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.