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Trainer - Mutual Funds

2 weeks ago


Gurugram Mumbai, India Alpha Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job description

About the Role:

We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.

Key Responsibilities:

Develop and deliver engaging sales training programs

Mentor and coach sales teams to enhance their skills

Analyze sales performance and provide actionable insights

Create training materials and resources

Requirements:

Training Delivery:

• Conduct engaging training sessions for advisors and team members on mutual fund products, sales techniques, compliance, and regulatory updates.

• Develop customized training modules tailored to the audience's needs.

Content Development:

• Create and update training materials, presentations, and resources in line with industry trends and organizational goals.

Performance Assessment:

• Evaluate the effectiveness of training programs and identify areas for improvement.

• Provide constructive feedback and coaching to participants.

Industry Expertise:

• Stay updated with SEBI regulations, market trends, and mutual fund innovations.

• Share insights to help advisors make informed decisions for their clients.

Qualifications:

• Proven experience as a mutual fund advisor or in a training role within the mutual fund industry.

• In-depth knowledge of mutual fund products, market strategies, and regulatory guidelines.

• Excellent communication and presentation skills.

• Strong analytical and problem-solving abilities.

• Ability to inspire and motivate teams.

Preferred Skills:

• Certification in mutual funds (e.g., NISM Series V-A, NCFM exams) is highly desirable.

• Proficiency in training tools and technology.