Functional Training Manager - Multi product

The Functional Training Manager –Multi Products is responsible for designing, delivering, and managing training programs for sales teams of a broking firm on a range of alternate financial products, including Life Insurance, Health Insurance, Mutual Funds, and other third‑party products. The role involves conducting both virtual and classroom (physical) training sessions to enhance product knowledge, selling skills, compliance awareness, and overall productivity of sales teams and channel partners.

2. Key Responsibilities

A. Training Design & Delivery

• Design and deliver structured training programs on:
• Life Insurance
• Health Insurance
• Mutual Funds
• Other third-party products (e.g., PMS, structured products, general insurance, etc., as applicable).
• Conduct induction training for new joiners and ongoing refresher training for existing employees and partners.
• Deliver training through multiple modes:
• Virtual platforms (Zoom, MS Teams, WebEx, etc.)
• Classroom / branch-based physical sessions
• Webinars and e-learning modules.

B. Content Development & Localization

• Create and update training content (PPTs, handouts, FAQs, scripts, role-plays, case studies, assessments).
• Align content with product features, regulatory guidelines (e.g., IRDAI, SEBI), internal policies, and market practices.
• Customize training material to suit different audiences: relationship managers, dealers, sales executives, branch staff, and channel partners.

C. Sales Capability Building

• Train sales teams on:
• Need-based selling and financial planning concepts
• Cross-sell and up-sell techniques in a broking environment
• Objection handling and closing techniques
• Lead conversion and pipeline management
• Customer communication and relationship building.
• Conduct role-plays, mock pitches, and practical exercises to strengthen selling skills.

D. Performance Tracking & Impact Measurement

• Conduct pre- and post-training assessments to measure knowledge and skill enhancement.
• Track business impact of training (e.g., product penetration, ticket size, conversion ratios).
• Share regular MIS and training dashboards with business stakeholders.
• Identify performance gaps and propose targeted training interventions.

E. Stakeholder Management

• Work closely with product, sales, operations, and compliance teams to stay updated on product changes, process updates, and regulatory requirements.
• Partner with zonal/regional sales managers to plan training calendars and prioritize interventions.
• Collect feedback from participants and business leaders to continuously improve training quality.