Training Manager

Role & responsibilities

• Design and deliver training programs on Mutual Funds, SIPs, asset allocation, risk profiling, and investment products.
• Conduct training sessions for MFDs, IFAs, financial advisors, and internal sales teams.
• Develop training content, presentations, videos, guides, and quizzes.
• Create onboarding and refresher training programs for new and existing partners.
• Train partners on platform features, processes, products, and customer conversations.
• Conduct regular product and market update sessions.
• Track training effectiveness through feedback, assessments, and partner performance.
• Work closely with Product, Research, Sales, Operations, and AMC teams to ensure accurate training content.
• Organize webinars, workshops, partner meets, and certification programs.
• Maintain training calendars, attendance, feedback, and performance reports.

Preferred candidate profile

• 2-3 years of experience in Mutual Funds / Mutual Fund Distribution / Wealth Management.
• Strong understanding of Mutual Funds, SIPs, asset allocation, and investment products.
• Experience in training MFDs, IFAs, advisors, or sales teams.
• Good presentation, communication, and facilitation skills.
• Ability to simplify complex financial concepts and explain them effectively.
• Experience creating training content and learning material.
• NISM Series V-A: Mutual Fund Distributors Certification is required.
• Strong stakeholder management and coordination skills.