Knowledge Partner - Investments & Insurance

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.