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 provider in Mumbai is seeking a Sales Trainer specializing in capital markets to develop and deliver training content aimed at enhancing the skills of frontline sales teams. The ideal candidate will have strong knowledge of financial products and capital markets, with expertise in training delivery and content creation. Responsibilities include designing training modules, conducting engaging sessions, and tracking effectiveness of training programs to improve sales performance.

Qualifications

• Strong understanding of capital markets, investment products, mutual funds, and market cycles.
• Ability to create engaging content like presentations, videos, and case studies.
• Experience in conducting effective training sessions, both classroom and virtual.

Responsibilities

• Design and develop training modules on capital markets and investment products.
• Conduct training sessions to improve sales KPIs and product understanding.
• Track training effectiveness and publish analytics to business heads.
• Partner with business heads to plan monthly training calendars.
• Conduct thematic trainings aligned to market conditions and business priorities.
• Drive adoption of investment tools, platforms and research resources among sales teams.
• Publish analytics and reports on training effectiveness to business heads.

Skills

Knowledge of capital markets

Training delivery

Content creation

Presentation skills

MS Office proficiency

Ability to simplify complex concepts

Comfortable presenting to large groups

Tools

PowerPoint

Excel

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.