Mutual Funds Trainer

5 days ago

Chennai, Tamil Nadu, India AssetPlus Full time

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

(ref:iimjobs.com)

  • Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India beBeeMutualFundLeader Full time ₹ 1,04,000 - ₹ 1,30,878

    This role is ideal for a professional who can effectively manage and lead a team of sales representatives to achieve set targets. The successful candidate will have extensive experience in mutual fund sales, particularly with High Net Worth Individuals (HNIs). They must be able to mentor and guide their team members to enhance their skills and knowledge.Key...

  • Shree Mutual Fund Services

    4 days ago

    Chennai, Tamil Nadu, India SHREE MUTUAL FUND SERVICES PRIVATE LIMITE Full time

    Company Description:Shree Consultants is one of South Indias leading and most successful distribution companies of various financial products.Established in 2004, we have been making significant strides in the financial services, sales, and distribution markets.We help customers make informed choices through customized advisory services and professional...

  • Java Trainer

    6 days ago

    Chennai, Tamil Nadu, India Aadhira Full time ₹ 3,00,000 - ₹ 5,00,000 per year

    Send your resume Job Description – Advanced Java Trainer (Chennai – Kattankulathur Location)We are looking for a passionate and experienced Advanced Java Trainer to conduct a 10-day training program for college students .Provident fund

  • mern stack trainer

    5 days ago

    Chennai, Tamil Nadu, India Softlogic Systems Full time ₹ 80,000 - ₹ 39,12,200 per year

    We are looking for a Full time Trainer/ Faculty for our academy.(*Immediate Joiner Openings available in K.K Nagar Branch)*Technical Trainer for Mern stack with the mentioned skill sets (HTML, CSS, Javascript, MYSQL, React, Node, Mongo DB)Minimum years of work experience in an IT company or as a trainer in a reputed software training academy.Full Time...

  • Investment Fund Strategist

    4 days ago

    Chennai, Tamil Nadu, India beBeeStrategist Full time ₹ 12,00,000 - ₹ 15,00,000

    Key Role in Investment Fund Data We are a leading provider of investment fund data and technology, driving innovation and growth in the industry.About the JobThis strategic position enables client outcomes by maximizing the benefits from our products and services. As a trusted partner, you will build strong relationships with clients to ensure successful...

  • Trainer Manager

    6 days ago

    Chennai, Tamil Nadu, India Softlogic Systems Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    Job Title: Trainers ManagerLocation: Navalur, ChennaiExperience: 6 - 8 YearsMode: Full-time / Work from OfficeJob Description:We are seeking an experienced and dynamic Trainers Manager to lead and coordinate our team of technical trainers at our institute in Navalur, Chennai. The ideal candidate will have a strong background in Multiple core technical...

  • Aptitude Trainer

    6 days ago

    Chennai, Tamil Nadu, India Softlogic Systems Full time ₹ 1,80,000 - ₹ 2,00,000 per year

    Job Title: Aptitude Trainer (Aptitude & Reasoning)Location: Navalur, ChennaiMode: Full-time / Work from OfficeExperience: Minimum 1 yearJob Description:We are looking for a passionate and skilled Aptitude Trainer to train students in Quantitative Aptitude, Logical Reasoning. The trainer should be able to deliver engaging sessions, simplify concepts, and...

  • Financial Industry Trainer

    5 days ago

    Chennai, Tamil Nadu, India beBeeMutualFunds Full time ₹ 20,00,000 - ₹ 25,00,000

    Job TitleA Mutual Funds Learning Specialist is sought after to develop and deliver impactful training programs that drive business success in the financial industry.The ideal candidate will be responsible for creating and implementing customized learning solutions that meet the needs of distributors, partners, and sales teams. This role involves leveraging...

  • Associate – Fund Accounting

    6 days ago

    Chennai, Tamil Nadu, India BNP Paribas Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Position PurposeWe are looking for an ambitious fresh mind to provide support to the fund accounting department by managing daily NAV calculation and support function tasks. You will be part of a team of professionals working to maintain accounting books of Mutual funds.ResponsibilitiesDirect Responsibilities Acquire complete understanding of NAV...

  • Data Science Trainer

    6 days ago

    Chennai, Tamil Nadu, India Datamites Full time ₹ 30,50,969 - ₹ 61,01,939 per year

    Job Description: Data Science TrainerPosition OverviewWe are seeking a passionate and knowledgeable Data Science Trainer to join our team. The ideal candidate will have extensive experience in the field of data science, including practical knowledge of data analysis, machine learning, and statistical modelling. The trainer will be responsible for designing...