Sales Trainer - Wealth Management, Gurugram

Alpha Capital

Gurugram District

On-site

INR 600,000 - 900,000

Full time

14 days+

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Job summary

Alpha Capital is seeking a dynamic trainer with strong mutual fund knowledge to upskill advisers and team members. The role combines program development, delivery, and coaching to raise performance and compliance awareness.

You will design materials, deliver sessions on products, sales techniques, and regulatory updates, and assess training impact while staying current with SEBI norms.

Based in India, you will work with cross-functional teams to tailor content and drive adoption.

Qualifications

  • Proven experience as a mutual fund advisor or in a training role within the mutual fund industry.
  • In-depth knowledge of mutual fund products, market strategies, and regulatory guidelines.
  • Excellent communication and presentation skills.
  • Strong analytical and problem-solving abilities.
  • Ability to inspire and motivate teams.

Responsibilities

  • Develop and deliver engaging sales training programs.
  • Mentor and coach sales teams to enhance their skills.
  • Analyze sales performance and provide actionable insights.
  • Create training materials and resources.
  • Conduct engaging training sessions for advisors on mutual fund products, sales techniques, compliance, and regulatory updates.
  • Develop customized training modules tailored to audiences' needs.
  • Create and update training materials, presentations, and resources in line with industry trends.
  • Evaluate training effectiveness and provide feedback and coaching.

Skills

Public speaking
Communication skills
Presentation skills
Coaching & mentoring
Analytical thinking

Tools

Presentation software
Training platforms

Job description

About the Role:

We are seeking a dynamic and experienced trainer to join our team.

The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.

Key Responsibilities:
  • Develop and deliver engaging sales training programs.
  • Mentor and coach sales teams to enhance their skills.
  • Analyze sales performance and provide actionable insights.
  • Create training materials and resources.
Requirements:
Training Delivery:
  • Conduct engaging training sessions for advisors and team members on mutual fund products, sales techniques, compliance, and regulatory updates.
  • Develop customized training modules tailored to the audiences needs.
Content Development:
  • Create and update training materials, presentations, and resources in line with industry trends and organizational goals.
Performance Assessment:
  • Evaluate the effectiveness of training programs and identify areas for improvement.
  • Provide constructive feedback and coaching to participants.
Industry Expertise:
  • Stay updated with SEBI regulations, market trends, and mutual fund innovations.
  • Share insights to help advisors make informed decisions for their clients.
Qualifications:
  • Proven experience as a mutual fund advisor or in a training role within the mutual fund industry.
  • In-depth knowledge of mutual fund products, market strategies, and regulatory guidelines.
  • Excellent communication and presentation skills.
  • Strong analytical and problem-solving abilities.
  • Ability to inspire and motivate teams.
Preferred Skills:
  • Certification in mutual funds (e.g., NISM Series V-A, NCFM exams) is highly desirable.
  • Proficiency in training tools and technology.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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