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 based in Mumbai is seeking a Sales Trainer specialized in capital markets. The ideal candidate will design and deliver impactful training to enhance the skills of frontline sales teams. Responsibilities include creating training modules, simplifying complex concepts, and facilitating various training sessions. The role requires a strong understanding of financial products and capital markets, as well as proficiency in MS Office. This position is crucial for improving sales performance and driving knowledge adoption among sales staff.

Qualifications

• Strong understanding of capital markets, investment products, and mutual funds.
• Ability to simplify complex financial concepts for various audiences.
• Experience in delivering training sessions both in-person and virtually.

Responsibilities

• Design, develop and update training modules.
• Create engaging training content like presentations and videos.
• Conduct training sessions for sales teams.

Skills

MS Office (Excel, PowerPoint, Word)

Presentation skills

Knowledge of insurance & financial products

Understanding of capital markets

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.

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.