Sales & Product Trainer - Mutual Funds & Securities (5-8 yrs)

The primary responsibility of this role is to effectively manage the training needs of the North Zone distribution network. This includes designing, executing, and continuously monitoring a comprehensive training roadmap that enhances the capabilities of all team members, distributors, and associated institutions. The role requires a strategic approach to skill development, tailored to meet both the current and future demands of the sales and distribution landscape in the zone.

Key Responsibilities:

1. Training Roadmap Design and Execution:-

- Develop a structured and actionable training roadmap for the entire distribution network within the North Zone. This includes identifying key skill gaps, prioritizing training needs, and determining the most effective delivery methods (in-person, virtual, or hybrid).

- Tailor training content to ensure it addresses the diverse needs of various stakeholders, including mutual fund distributors, institutional clients, and sales team members.

2. Monitoring and Continuous Improvement:-

- Regularly assess the effectiveness of training initiatives through feedback mechanisms, performance metrics, and engagement levels.

- Use insights from assessments to make data-driven decisions and continuously improve the training approach to ensure alignment with sales objectives and market trends.

- Ensure that the training plan is adaptable and evolves based on emerging market demands, company goals, and feedback from key stakeholders.

3. On-the-Ground Support and Sales Team Strategy:-

- Travel frequently within the North Zone to visit different locations, engage with sales teams, and understand the challenges faced on the ground.

- Provide hands-on support in the formation and execution of sales strategies, ensuring the application of learned skills in real-world scenarios.

- Collaborate with the regional sales managers and key stakeholders to tailor training to specific market conditions and client needs in the zone.

4. Coaching and Development:-

- Actively coach and mentor the sales team members, including mutual fund distributors and institutional partners. This involves providing regular guidance, feedback, and support to help individuals achieve their professional goals and improve performance.

- Foster a culture of continuous learning and development, promoting an environment where team members are empowered to grow and enhance their skills.

5. Content Creation and Module Delivery:-

- Create high-quality, engaging training content that focuses on essential skills such as selling techniques, soft skills, investment concepts, and company-specific processes.

- Regularly deliver training modules to sales teams and distributors to ensure they remain updated on the latest market trends, regulatory changes, and product offerings.

- Ensure that all content is designed with the end-user in mind, making it practical, interactive, and easy to apply in real-life situations.

6. Regular Reporting and Feedback:-

- Provide regular reports to senior management, detailing the progress of training initiatives, feedback received, and performance outcomes.

- Highlight key success stories, areas for improvement, and recommendations for future training programs or initiatives.

7. Collaboration with Cross-functional Teams:-

- Work closely with the product, marketing, and compliance teams to align training content with business objectives and compliance requirements.

- Ensure that all training material complies with regulatory standards and industry best practices.

Required Skills and Experience:

- A minimum of 5-7 years of experience in sales training, coaching, or distribution network management, with a strong focus on financial products such as mutual funds.

- Proven track record in designing and delivering training programs, with a focus on selling skills, investment concepts, and process training.

- Strong interpersonal and communication skills, with the ability to build rapport and trust with sales teams, distributors, and institutional clients.

- Ability to travel frequently and work across various locations within the North Zone.

- Strong analytical and problem-solving skills, with a keen ability to assess training effectiveness and make improvements as needed.

- A deep understanding of the financial services industry, particularly mutual funds, and the sales processes within the sector.

This role offers a unique opportunity to shape the capabilities of the sales network in the North Zone, ensuring that team members are well-equipped to drive business growth and meet the evolving needs of clients. The successful candidate will be a highly motivated, results-driven individual with a passion for coaching, training, and developing others in the financial services industry.