Manager-II - SALES TRAINING-SC

ICICI Prudential Life Insurance; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

A leading insurance firm is seeking a Sales Trainer for Capital Markets in Mumbai. The ideal candidate will create high-quality training content and deliver impactful training sessions focused on investment and capital markets. Responsibilities include designing training modules, conducting sessions for frontline sales teams, and driving adoption of investment tools. Applicants should possess strong knowledge of capital markets and proficiency in MS Office. This role offers the opportunity to shape training strategies and improve sales KPIs.

Qualifications

• Proficiency in MS Office, including Excel, PowerPoint, and Word.
• Effective communication and presentation skills for large audiences.
• Knowledge of various insurance and financial products.
• Strong grasp of capital markets, investment products, and market cycles.

Responsibilities

• Design and develop training modules on capital markets.
• Create engaging content like presentations and quizzes.
• Conduct classroom and virtual training sessions.
• Track training effectively and report on performance metrics.
• Train staff to integrate capital-market knowledge into customer discussions to drive conversions.
• Plan monthly training calendars with regional heads and align to market conditions.
• Publish analytics and reports on training effectiveness to business heads.

Skills

MS Office

Public speaking

Knowledge of financial products

Understanding of capital markets

Training delivery

Sales enablement

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.