Manager-II - SALES TRAINING-SC

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

Job summary

A leading life insurance company is seeking a Sales Trainer for Capital Markets to enhance the skills of frontline sales teams. The role includes designing training modules, creating engaging content, and conducting classroom and virtual training sessions. The ideal candidate should possess strong knowledge of capital markets and investment products, excellent presentation skills, and the ability to simplify complex financial concepts for effective learning. This position is crucial for driving sales performance and understanding of investment tools.

Qualifications

• Strong understanding of capital markets and investment products.
• Experience in designing training modules and content.
• Ability to simplify complex financial concepts.

Responsibilities

• Design and update training modules on capital markets.
• Create engaging training content such as presentations and quizzes.
• Conduct training sessions for sales teams on capital markets.

Skills

Knowledge of capital markets

Training and capability building

Strong communication skills

Presentation skills

Dealing with large groups

Tools

MS Office

Job description

Overview

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 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, PowerPoint 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.