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Trainer - Mutual Funds

4 - 6 years

4 - 9 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job description About the Role: We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices. Key Responsibilities: Develop and deliver engaging sales training programs Mentor and coach sales teams to enhance their skills Analyze sales performance and provide actionable insights Create training materials and resources Requirements: Training Delivery: • Conduct engaging training sessions for advisors and team members on mutual fund products, sales techniques, compliance, and regulatory updates. • Develop customized training modules tailored to the audience's needs. Content Development: • Create and update training materials, presentations, and resources in line with industry trends and organizational goals. Performance Assessment: • Evaluate the effectiveness of training programs and identify areas for improvement. • Provide constructive feedback and coaching to participants. Industry Expertise: • Stay updated with SEBI regulations, market trends, and mutual fund innovations. • Share insights to help advisors make informed decisions for their clients. Qualifications: • Proven experience as a mutual fund advisor or in a training role within the mutual fund industry. • In-depth knowledge of mutual fund products, market strategies, and regulatory guidelines. • Excellent communication and presentation skills. • Strong analytical and problem-solving abilities. • Ability to inspire and motivate teams. Preferred Skills: • Certification in mutual funds (e.g., NISM Series V-A, NCFM exams) is highly desirable. • Proficiency in training tools and technology.

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Alpha Capital
Alpha Capital

Finance

New York

150 Employees

6 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CFO

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