Financial Industry Trainer

1 week ago

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

A 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 expertise in mutual funds, wealth management, and consultative selling approaches to enhance distributor productivity and drive client acquisition, retention, and cross-selling.

  • Distributor Training & Coaching:
    • Create advanced training modules on mutual funds, wealth management solutions, and consultative selling techniques.
    • Design customized learning interventions based on performance diagnostics and business goals.
    • Collaborate with product and compliance teams to develop interactive content, simulations, and case studies that promote 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.

Required Skills & Qualifications

  • Bachelor's or Master's degree in Finance, Marketing, or related field.
  • 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 skills in English (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.

We offer a competitive compensation package and opportunities for career growth in a dynamic and innovative organization.

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