Knowledge Partner - Investments & Insurance

Job Description

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 thats 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.