AssetPlus - Mutual Funds Trainer
3 weeks ago
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 ResponsibilitiesDistributor 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)
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AssetPlus - Senior Relationship Manager
3 weeks ago
Chennai, India AssetPlus Full timeDescription:Role: Senior Relationship Manager.Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally.The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the...
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Chennai, India AssetPlus Full timeAbout AssetPlus:AssetPlus is a fast-growing fintech company providing innovative investment solutions.We are seeking a Manager Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.Key Responsibilities:Team Leadership & Development:- Lead, guide, and support...
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Senior Relationship Manager
3 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
3 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
2 weeks ago
Chennai, India AssetPlus Full timeRole: Senior Relationship ManagerMutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
