Manager-II - SALES TRAINING-SC

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

Job summary

A leading financial services firm in Mumbai is seeking a Sales Trainer to deliver impactful training on capital markets. This role involves designing training content, conducting sessions for sales teams, and enhancing performance through effective training strategies. The ideal candidate should have strong knowledge of capital markets and investment products, with excellent presentation and content creation skills. This position offers an opportunity to significantly influence sales effectiveness and product knowledge in a dynamic environment.

Qualifications

• High-energy professional passionate about training.
• Experience in capital markets and financial concepts.
• Ability to simplify complex concepts for training.

Responsibilities

• Design, develop, and update training modules on capital markets.
• Create presentations, playbooks, and training videos.
• Conduct classroom and virtual training sessions.
• Impact sales KPIs through effective training.
• Track training effectiveness and publish reports.

Skills

Strong knowledge of capital markets

Ability to create engaging content

Presentation skills

Training and development expertise

Comfortable with large groups

Tools

MS Office (Excel, PowerPoint, Word)

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.