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Trainer - Mutual Funds
2 weeks ago
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.