Training & Development Head

Department: Training & Development

Reports to: Chief Business Officer (CBO)

Purpose of the Role

To plan, design, and deliver effective training programs for mutual fund distributors, channel

partners, and internal sales teams across India. The aim is to improve product knowledge, sales

effectiveness, and brand presence through continuous capability building.

Key Responsibilities

1.Training Delivery & Facilitation

• Conduct classroom, virtual, and on-field training sessions for distributors and sales teams.
• Cover topics such as mutual fund products, financial planning, SEBI regulations, and sales

techniques.

• Lead sessions during SIP drives, partner meets, and regional engagement programs.

2.Content Development

• Create and update training materials, presentations, and e-learning content as per

company strategy and SEBI norms.

• Work with product and marketing teams to incorporate new schemes and market

updates.

3.Stakeholder Engagement

• Collaborate with zonal and regional heads to identify learning needs.
• Represent the company at partner events, industry programs, and AMFI/NISM

certification sessions.

4.Performance Tracking

• Measure training effectiveness through assessments and feedback tools.
• Maintain regular reports (MIS) on training coverage and outcomes.

5.Market Awareness

• Stay informed on mutual fund trends, competitor initiatives, and new financial products.
• Share feedback from the field to help improve training programs and distributor

support.6. Business Expansion & Strategy

• Identify and on board new distribution partners and strengthen existing relationships.
• Develop and execute regional growth strategies aligned with organizational objectives.

7. Distributor Engagement & Enablement

• Work closely with distributors, IFAs, and partner networks to increase active

participation.

• Conduct growth campaigns, SIP drives, and cross-selling initiatives.

8. Data Analytics & Reporting

• Use business intelligence and analytics tools to monitor KPIs, trends, and growth

opportunities.

• Prepare periodic reports on business growth, distributor performance, and market

feedback.

9. Cross-functional Collaboration

• Work with internal teams such as Marketing, Product, and Operations to ensure

seamless execution of initiatives.

• Provide market insights and feedback to product and strategy teams for development of

new offerings.

Qualifications

Essential: MBA in Finance or equivalent.

Desired: CFP / CWM certification and proficiency in MS Office.

Experience

roles.

• 8–12 years in the Mutual Fund or BFSI industry, preferably in training, distribution, or advisory
• Must hold a valid AMFI/NISM certification.
• Experience in pan-India training or channel partner development preferred.

Skills & Competencies

Functional Skills:

• Strong knowledge of Mutual Fund products and SEBI regulations.
• Excellent communication, presentation, and interpersonal skills.
• Ability to simplify complex financial concepts.
• Good planning, organization, and reporting ability.
• Willingness to travel and engage with multilingual audiences.

Job Type: Full-time

Pay: Up to ₹1,800,000.00 per year

Application Question(s):

• Do you have 8–12 years in the Mutual Fund or BFSI industry, preferably in training, distribution, or advisory role?
• Do you have a valid AMFI/NISM certification.?
• Do you have Experience in pan-India training or channel partner development ?

Work Location: In person