Manager-II - SALES TRAINING-SC

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

Job summary

A leading life insurance company in Mumbai is seeking a Sales Trainer - Capital Markets to develop and deliver effective training programs for frontline sales teams. The role requires strong knowledge of capital markets and investment products, along with the ability to create engaging content and simplify complex financial concepts for varied audiences. Responsibilities include designing training modules, conducting sessions, and tracking training effectiveness to drive sales performance. This position offers a dynamic work environment and the chance to impact team capabilities.

Qualifications

• Strong knowledge of capital markets and investment products.
• Experience in designing and conducting training sessions.
• Ability to simplify complex financial concepts for training purposes.

Responsibilities

• Design and develop training modules on capital markets and investment products.
• Create engaging content for training such as presentations and case studies.
• Conduct training sessions for sales professionals on capital markets.
• Track training effectiveness and publish reports.

Skills

Knowledge of capital markets

Training and presentation skills

Understanding of financial products

MS Office proficiency

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.