Manager-II - SALES TRAINING-SC

ICICI Prudential Life Insurance; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading insurance company in Mumbai seeks a professional to create training content on investment and capital markets. Responsibilities include designing training modules, conducting engaging training sessions, and improving staff's sales skills related to financial products. Ideal candidates should possess strong knowledge of capital markets, be proficient in MS Office, and be capable of delivering presentations to large groups. The role is critical in enhancing frontline staff’s knowledge and effectiveness in driving sales.

Qualifications

• Should be proficient in MS Office applications.
• Must be comfortable presenting to large groups.
• Strong understanding of investment products and capital markets required.
• Knowledge of market cycles and mutual funds is essential.

Responsibilities

• Design and develop training modules on capital markets.
• Create engaging training content including presentations and videos.
• Simplify financial concepts for sales professionals.
• Conduct classroom and virtual training sessions.
• Deliver training to enhance sales pitches and objection handling.
• Train staff on integrating capital market knowledge into customer discussions.
• Partner with business heads to plan training based on regional needs.
• Conduct thematic trainings aligned with market conditions.
• Drive the adoption of investment tools among sales teams.
• Track training effectiveness and publish reports.

Skills

MS Office (Excel, PowerPoint, Word)

Presentation skills

Insurance & financial products knowledge

Capital markets understanding

Job description

We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams.

Key responsibilities

• Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts.
• Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies.
• Simplify complex financial concepts for easy understanding of new and experienced sales professionals.
• Conduct classroom and virtual training sessions on capital markets for frontline and new joiners across channels.
• Deliver training sessions to improve salesIs product understanding, sales pitch, objection handling, and investment-focused conversations.
• Train frontline staff on integrating capital-market knowledge into customer discussions to drive conversions.
• Partner with business heads to plan monthly training calendars as per regional needs.
• Conduct thematic or campaign-based trainings aligned to market conditions and business priorities.
• Drive adoption of investment tools, digital platforms, and research resources among sales teams.
• Drive training program on various sales pitches, opening & closing of sales call and objection handling.
• Introduce the frontline sales employees various technology platform and drive adoption through various initiatives.
• Track training effectiveness and progress in business performance and publish analytics and reports to business heads.

Required skills & qualifications

• Should know MS Office (Excel, Power point and Word)
• Comfortable in dealing with and presenting to large groups of people
• Knowledge of insurance & financial products
• Strong understanding of capital markets, investment products, mutual funds, equity basics, market cycles, etc.