Manager-II - SALES TRAINING-SC

ICICI Prudential Life Insurance; Mumbai; On-site; INR 650,000 - 1,000,000; Full time

Job summary

A leading financial services company in Mumbai seeks a dynamic Sales Trainer - Capital Markets to develop and deliver impactful training on investment and capital markets. The ideal candidate will create engaging content and conduct training sessions for sales teams to enhance their capabilities in integrating capital-market knowledge into customer discussions. Strong knowledge of capital markets and excellent presentation skills are essential for success in this role.

Qualifications

• Knowledge of financial products and capital markets is essential.
• Experience in conducting training for large groups.
• Proficiency in using MS Office tools.
• Strong understanding of capital markets, investment products, mutual funds and market cycles.

Responsibilities

• Design and deliver training modules on capital markets.
• Create engaging content for training purposes.
• Conduct training sessions for new and frontline sales professionals.
• Track training effectiveness and publish analytics.
• Partner with business heads for training needs.
• 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 calls, and objection handling.
• Introduce 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.

Skills

MS Office (Excel, PowerPoint, Word)

Presentation skills

Knowledge of financial products

Understanding of capital markets

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 calls, and objection handling.
• Introduce 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.

Qualifications

• Should know MS Office (Excel, PowerPoint, and Word).
• Comfortable 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.