Manager- Training & Quality management(Mutual Fund products and investment solutions), Mumbai

JobItUs; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

JobItUs in Mumbai seeks an experienced Trainer (Outbound Processes) to lead training and quality for the VRM outbound mutual fund sales team. This non-sales role focuses on onboarding, upskilling, call quality, and program compliance, with strong emphasis on MIS, dashboards, and data-driven performance improvement.

The candidate will design content, deliver modules on mutual fund products, outbound sales techniques, and ensure adherence to AMFI/SEBI guidelines, while partnering with Sales

Qualifications

• Minimum 5 years in Training & Quality in BFSI/outbound wealth management call center
• Strong knowledge of Mutual Fund products and investment solutions
• Experience in training content creation, dashboards, and analytics
• Familiarity with AMFI/SEBI guidelines and compliance standards
• Excellent communication and facilitation skills in English

Responsibilities

• Design, develop, and deliver end-to-end training programs for VRMs focused on outbound mutual fund sales
• Conduct modules on Mutual Funds, market basics, and NISM guidelines
• Lead quality audits, calibration, and coaching to improve conversion metrics and AHT/FCR
• Maintain Training MIS, generate reports, and link training outcomes to performance improvements

Skills

Mutual funds

Training & QA

MS Excel

PowerPoint

Analytics

Communication

Stakeholder mgmt

Tools

LMS

CRM

Job description

Job Title: Trainer (Mutual Fund Outbound Processes)

Department: Training & Quality Assurance

Location: Mumbai

Employment Type: Full-time

Reports To: Training Manager / Head of Operations

About the Role

We are seeking a highly analytical, dynamic, and experienced Trainer (Outbound Processes) to lead the training and quality frameworks for our Virtual Relationship Management (VRM) outbound sales team. This is a non-sales, pure-play Training and Quality Assurance role. The ideal candidate will be responsible for onboarding new hires, upskilling existing VRMs on mutual fund products, sharpening outbound telesales techniques, monitoring call quality, and driving process compliance. The role demands strong capabilities in managing sales MIS, creating professional leadership presentations, tracking training efficacy reports, and leveraging data to fix performance gaps.

Key Responsibilities

Candidates with 5 -10 years of experience in Training & Quality, preferably from an AMC (Asset Management Company) background.

Key requirements:

• Strong knowledge of Mutual Fund products and investment solutions
• Experience in Training & Quality management
• Expertise in conducting sales, product, process, and behavioral training
• Experience in quality audits, process adherence, calibration, and continuous improvement initiatives
• Strong skills in developing and delivering training content, PPTs, and refresher programs
• Experience in new hire induction, certification, and capability-building programs
• Advanced MS Excel skills (MIS, dashboards, reporting, and analytics)
• Excellent PowerPoint and presentation skills
• Strong communication, facilitation, and stakeholder management capabilities
• Ability to analyze performance gaps and design appropriate training interventions
• Knowledge of AMFI/SEBI guidelines and industry best practices
• Experience in tracking training effectiveness, quality scores, and productivity improvements
• Exposure to LMS, e-learning platforms, and digital learning initiatives will be an added advantage
• Strong focus on customer experience, service quality, and employee development

Training Delivery & Content Creation

• Design, develop, and execute end-to-end training programs for new and existing Virtual Relationship Managers (VRMs) targeting outbound mutual fund sales.
• Conduct comprehensive modules covering Mutual Fund products (Equity, Debt, Hybrid, SIPs, Lumpsum), market basics, macroeconomic factors, and NISM guidelines.
• Train teams on advanced outbound sales mechanics, including pitch structuring, cold calling techniques, active listening, handling customer objections, and closing strategies.
• Implement structured modules on corporate etiquette, voice modulation, and virtual customer relationship management.

Quality Assurance & Performance Coaching

• Collaborate with the Quality Team to regularly monitor outbound recorded and live calls against compliance checklists and communication rubrics.
• Conduct call calibration sessions with Team Leaders and Quality Analysts to ensure uniform scoring standards.
• Identify bottom-quartile performers and provide structured, data-driven one-on-one coaching to improve conversion metrics, Average Handling Time (AHT), and First Call Resolution (FCR).

Sales MIS, Analytics & Reporting

• Own and maintain the Training MIS, tracking key learning metrics such as training attendance, assessment scores, certification progress, and post-training nesting performance.
• Analyze complex sales reports and data dashboards to discover performance bottlenecks and identify skill or product knowledge gaps.
• Formulate daily, weekly, and monthly training effectiveness reports (RoI of training) linking training interventions directly to improved team conversion trends.

Leadership Presentations & Stakeholder Management

• Create polished, highly professional PowerPoint (PPT) presentations detailing training roadmaps, quality audits, and strategic training initiatives for senior leadership reviews.
• Work in close alignment with Sales Team Leaders and Operations Managers to understand changing business dynamics and alter training plans dynamically.
• Act as a process mentor, stepping in with leadership capabilities to align team outputs with organizational milestones.

Required Skills and Qualifications

• Experience: Minimum 5 years of dedicated experience as a Sales/Process Trainer within a banking, financial services (BFSI), or outbound wealth management call center environment. Preference will be given to candidates with an active understanding of Mutual Funds or Asset Management Company (AMC) operations.
• Team Leadership: Proven experience as a Team Leader or Assistant Team Leader in an operations/training setup, showcasing the ability to guide and mentor people effectively.
• Data & Presentation Skills: High proficiency in MS Excel (VLOOKUP, HLOOKUP, Pivot Tables) for managing Sales MIS, and advanced MS PowerPoint skills for building impactful corporate decks.
• Domain Knowledge: Strong foundational understanding of Mutual Fund concepts, outbound dialer methodologies, CRM workflows, and financial compliance standards. NISM Series V-A (Mutual Fund Distributors) certification is a major advantage.
• Communication: Superb verbal, written, presentation, and facilitation skills in English and [Insert Regional Language if applicable].

What We Offer

• A structured corporate environment focusing on employee development.
• Clear ownership over training metrics and process improvement strategies.
• Competitive compensation package based on industry standards.