Manager-II - SALES TRAINING-SC

ICICI Prudential Life Insurance; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

A prominent insurance firm in Mumbai seeks a Sales Trainer specializing in capital markets. The ideal candidate will design impactful training modules and deliver engaging sessions to frontline sales teams, enhancing their understanding of investment products and capital markets. Applicants must possess strong communication skills and experience in training development, along with proficiency in MS Office. Join a dynamic team to drive sales effectiveness and improve training outcomes.

Qualifications

• Experience in creating training content on capital markets.
• Proven track record in conducting training sessions.
• Strong knowledge of investment products and financial concepts.

Responsibilities

• Design and update training modules on capital markets.
• Conduct engaging training sessions for sales teams.
• Track effectiveness of training programs.
• Conduct classroom and virtual training sessions for frontline and new joiners across channels.
• Improve sales KPIs and product understanding through effective training delivery.
• Train staff to integrate capital-market knowledge into customer discussions to drive conversions.
• Plan monthly training calendars with business heads based on regional needs.
• Deliver thematic trainings aligned to market conditions and business priorities.
• Promote adoption of investment tools, digital platforms, and research resources.
• Deliver training on sales pitches, opening/closing calls and objection handling.
• Introduce frontline sales teams to various technology platforms and drive adoption.
• Publish analytics and reports on training effectiveness to business heads.

Skills

Knowledge of capital markets

Training development

Presentation skills

MS Office proficiency

Communication skills

Financial products knowledge

Tools

MS Office

Job description

Job Title Sales Trainer - Capital Markets

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 sales KPIs, 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 to various technology platforms and drive adoption through various initiatives.
• Track training effectiveness and progress in business performance and publish analytics and reports to business heads.
• 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.