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AssetPlus - Mutual Funds Trainer

AssetPlus - Mutual Funds Trainer

AssetPlusChennai, India
21 days ago
Job description

Role Overview :

We are seeking a dynamic Mutual Funds Trainer to design and deliver cutting-edge training programs that drive distributor, partner, and sales team success.

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 play a pivotal role in shaping the learning culture, enabling frontline sales excellence, and aligning teams with evolving industry trends.

Key Responsibilities

Distributor Training & Coaching :

  • Deliver 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 :

  • Develop 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 :

  • Use data-driven insights and KPIs to evaluate distributor / RM performance.
  • Develop personalized coaching blueprints that directly address performance gaps.
  • Partner with leadership to align training outcomes with business growth metrics.
  • Market Intelligence & Industry Trends :

  • Provide timely updates on SEBI regulations, AMFI guidelines, industry benchmarks, and competitor strategies.
  • Enable the sales force to remain future-ready by embedding market intelligence into ongoing training programs.
  • 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 a plus.
  • Demonstrated use of CRM, LMS platforms, sales analytics tools, and digital enablement platforms.
  • Skilled in instructional design, adult learning methodologies, and e-learning content development.
  • Soft Skills :

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

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    Trainer • Chennai, India

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