Funds Expert

4 days ago


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

Mutual Funds Professional

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We are seeking an experienced Mutual Funds Professional to join our team. The ideal candidate will have a strong background in finance, marketing, or a related field and a minimum of 5-8 years of experience in Asset Management, Wealth Management, or Financial Product Training.

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  • Training & Coaching:">
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    • Design and deliver 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 teams to create interactive content, simulations, and case studies.">
    • Establish standardized best practices and scalable learning models.">
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  • Research & Knowledge Management:">
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    • Develop a comprehensive knowledge repository covering investment products, regulations, and advisory practices.">
    • Translate complex market insights into digestible training materials for frontline application.">
    • Lead content curation and dissemination strategies using digital platforms.">
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  • Tech-Driven Sales Enablement:">
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    • Drive adoption of CRM platforms, AI-enabled analytics, and digital sales tools.">
    • Train partners and sales teams to leverage data insights for client acquisition and retention.">
    • Integrate gamification, e-learning platforms, and digital assessments into the training journey.">
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  • Performance Management:">
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    • 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.">
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  • Market Intelligence & Industry Trends:">
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    • Provide timely updates on industry benchmarks and competitor strategies.">
    • Embed market intelligence into ongoing training programs to keep the sales force future-ready.">
    ">


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