Strategic Learning Solutions Specialist

2 weeks ago

Chennai, Tamil Nadu, India beBeeMutualFundsTrainer Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Unlock Your Potential

Join our team in this exciting opportunity to play a pivotal role in shaping the learning culture, enabling frontline sales excellence, and aligning teams with evolving industry trends.


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 be responsible for designing and delivering cutting-edge training programs that drive distributor, partner, and sales team success.


Key Responsibilities:
  • Distributor Training & Coaching:
    • Develop 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:
    • Curate 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:
    • Evaluate distributor/RM performance using data-driven insights and KPIs.
    • Develop personalized coaching blueprints that directly address performance gaps.
    • Align training outcomes with business growth metrics.
  • Market Intelligence & Industry Trends:
    • Provide timely updates on SEBI regulations, AMFI guidelines, industry benchmarks, and competitor strategies.
    • Embed market intelligence into ongoing training programs to enable the sales force to remain future-ready.
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 advantageous.
  • Skilled in instructional design, adult learning methodologies, and e-learning content development.

Soft Skills:

  • Exceptional communication skills in English and Hindi (regional language proficiency is an advantage).
  • High-impact presentation and facilitation skills for diverse audiences.
  • Strong analytical, consultative, and coaching mindset.
  • Willingness to travel extensively for training and partner engagement.

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