Role Overview:

We are seeking a dynamic Mutual Funds Trainer to design and deliver cutting-edge training programs that drive distributor, partner, and sales team success.

This role goes beyond classroom delivery - it integrates strategic coaching, performance analytics, technology adoption, and knowledge management to empower financial intermediaries and ensure sustainable business growth.

You will play a pivotal role in shaping the learning culture, enabling frontline sales excellence, and aligning teams with evolving industry trends.

Key Responsibilities

Distributor Training & Coaching:

- Deliver advanced training modules on mutual funds, wealth management solutions, and consultative selling approaches.

- Build customized learning interventions based on performance diagnostics and business goals.

- Collaborate with product and compliance teams to design interactive content, simulations, and case studies that drive practical adoption.

- Establish standardized best practices, scalable learning models, and continuous feedback mechanisms.

Research & Knowledge Management:

- Develop a comprehensive knowledge repository covering investment products, regulations, and advisory practices.

- Translate complex market, economic, and regulatory insights into digestible training materials for frontline application.

- Lead content curation and dissemination strategies using digital platforms, ensuring learning accessibility across teams and partners.

Tech-Driven Sales Enablement:

- Drive adoption of CRM platforms, AI-enabled analytics, and digital sales tools to enhance distributor productivity.

- Train partners and sales teams to leverage data insights for client acquisition, retention, and cross-selling.

- Integrate gamification, e-learning platforms, and digital assessments into the training journey for better engagement.

Performance Management:

- Use data-driven insights and KPIs to evaluate distributor/RM performance.

- Develop personalized coaching blueprints that directly address performance gaps.

- Partner with leadership to align training outcomes with business growth metrics.

Market Intelligence & Industry Trends:

- Provide timely updates on SEBI regulations, AMFI guidelines, industry benchmarks, and competitor strategies.

- Enable the sales force to remain future-ready by embedding market intelligence into ongoing training programs.

Candidate Profile:

Education & Background:

- MBA/PGDM in Finance, Marketing, or related field preferred.

- Minimum 5-8 years of experience in Asset Management, Wealth Management, or Financial Product Training.

Technical & Functional Skills:

- Strong expertise in Mutual Funds, SIPs, Portfolio Advisory, and Wealth Products.

- Familiarity with Insurance and Alternate Investments is a plus.

- Demonstrated use of CRM, LMS platforms, sales analytics tools, and digital enablement platforms.

- Skilled in instructional design, adult learning methodologies, and e-learning content development.

Soft Skills:

- Exceptional communication in English and Hindi (regional language proficiency is advantageous).

- High-impact presentation and facilitation skills for diverse audiences.

- Strong analytical, consultative, and coaching mindset.

- Willingness to travel extensively for training and partner engagement