Knowledge Partner

3 days ago

Chennai, Tamil Nadu, India AssetPlus Full time US$ 9,00,000 - US$ 12,00,000 per year

This role is designed to drive mutual fund distributor (partner) success by delivering impactful training, strategic coaching, tech-driven enablement, and ongoing performance management. You will also anchor knowledge creation, learning strategies, and team development across financial products.

Key Responsibilities

1. Distributor Training & Coaching

  • Conduct in-depth sessions on mutual funds, investment products, and consultative selling.
  • Tailor learning interventions based on individual and team performance needs.
  • Collaborate in developing engaging content for product, sales, and compliance training.

2. Build & Lead the Training Team

  • Recruit, onboard, and upskill a results-driven training team.
  • Define and implement best practices, feedback systems, and scalable training methodologies.

3. Research & Knowledge Management

  • Develop a structured knowledge framework across investment products and services.
  • Convert complex market insights into actionable, easy-to-digest training material.
  • Lead the knowledge dissemination strategy across the organization.

4. Tech-Driven Sales Enablement

  • Champion the adoption of CRMs, analytics, and digital tools for distributor and sales productivity.
  • Train teams and partners to effectively use technology for better client outcomes.

5. Performance Management

  • Monitor distributor and RM performance metrics to identify gaps and growth opportunities.
  • Build coaching plans that directly address performance challenges.

6. Market Intelligence & Industry Trends

  • Share regular updates on market movements, regulatory changes, and evolving best practices.
  • Ensure the sales frontline and partners stay aligned with industry developments.

Candidate Requirements

  • Background in Sales, Product, or Training within Asset Management or Wealth Management.
  • Deep understanding of Mutual Funds; familiarity with Insurance-based products is a plus.
  • Strong communication skills in English and Hindi, with the ability to present and train effectively in both languages.
  • Willingness to travel extensively for training, coaching, and partner engagement.

Compensation:

The offered compensation package will be based on the candidate's prior experience and current Cost to Company (CTC)

Why Join Us?

  • Shape the Future of Finance:
    Be part of a pioneering fintech company that's redefining the industry.
  • Collaborate with Brilliant Minds:
    Work alongside a talented and passionate team.
  • Accelerate Your Career:
    Gain invaluable experience and opportunities for professional growth.

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