Manager-II - SALES TRAINING-SC

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

Job summary

A leading financial services company is seeking a Sales Trainer for Capital Markets to enhance the knowledge and skills of frontline sales teams. This role involves designing training modules, creating engaging content, and conducting impactful training sessions. The ideal candidate will have a strong understanding of capital markets and investment products, along with excellent presentation skills. This position is crucial in driving adoption of financial tools to improve sales performance.

Qualifications

• Experience in creating and delivering training modules on capital markets.
• Ability to simplify financial concepts for diverse audiences.
• Experience in conducting classroom and virtual training sessions.

Responsibilities

• Design and develop training modules on investment products and capital markets.
• Create engaging content such as quizzes and case studies.
• Conduct training sessions for new joiners and frontline staff.

Skills

Strong knowledge of capital markets

Training and capability building

Content creation

MS Office proficiency

Presentation skills

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.