Manager-II - SALES TRAINING-SC

ICICI Prudential Life Insurance; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

A leading insurance company is seeking a Sales Trainer specializing in capital markets. This role involves designing engaging training programs, simplifying complex financial concepts, and delivering impactful sessions to enhance the capabilities of frontline sales teams. The ideal candidate will possess strong knowledge of investment products and must be adept at presenting to large groups. This position offers an exciting opportunity to drive training initiatives and support business goals.

Qualifications

• Proficiency in MS Office applications.
• Experience presenting to groups.
• Solid knowledge of investment and capital markets.
• Strong understanding of capital markets and investments.

Responsibilities

• Design and develop training modules on capital markets.
• Create presentations and training content.
• Conduct training sessions for sales teams.
• Track training effectiveness and publish reports.
• Deliver sessions to improve sales KPIs and product understanding.
• Train frontline staff to integrate capital-market knowledge into customer discussions.
• Partner with business heads to plan monthly training calendars.
• Conduct thematic or campaign-based trainings aligned to market conditions and business priorities.
• Drive adoption of investment tools, digital platforms and research resources.
• Train on various sales pitches, opening & closing of sales calls, and objection handling.
• Introduce frontline employees to technology platforms and drive adoption.
• Track training effectiveness and publish analytics to business heads.

Skills

MS Office (Excel, PowerPoint, Word)

Presentation skills

Knowledge of insurance & financial products

Understanding of capital markets

Ability to train large groups

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.