Mutual Fund Trainer - India - AssetPlus

Description

We are looking for a highly experienced, business-aligned Trainer in Mutual Funds to lead capability building and strategic enablement for our pan-India mutual fund distribution and insurance network. This is not just a training role-it is a transformational position focused on partner growth, sales acceleration, and market readiness across wealth and insurance products.

The role will lead a national knowledge and training function that blends consultative coaching, tech adoption, performance consulting, and market intelligence. It is pivotal in influencing how distribution scales, how teams sell, and how partners grow sustainably. It will directly influence the productivity, scalability, and revenue contribution of the distribution channel by embedding a culture of continuous learning, data-led selling, and regulatory preparedness.

Work Location: Remote (with travel as required)

Role Type: Full Time or Consultant

Key Responsibilities:

1. Strategic Partner Enablement & Field Leadership

• Serve as a business growth consultant to top-performing partners, shaping their long-term sales and expansion strategies.
• Lead executive-level enablement interventions for high-potential distributors and their teams.
• Establish customized coaching and productivity models based on partner maturity, market, and product focus.

2. National Learning Strategy & Team Leadership

• Design and execute a pan-India learning roadmap covering investments, insurance, sales techniques, and regulatory knowledge.
• Build and mentor a high-performing, geographically distributed training team.
• Implement scalable training methodologies, hybrid delivery models, and impact measurement frameworks.

3. Thought Leadership & Content Innovation

• Create and own a centralized knowledge framework for all investment and insurance content.
• Translate complex regulatory changes, market shifts, and financial insights into partner-ready, actionable formats.
• Lead content innovation across video, digital learning, micro-modules, and real-time field enablers.

4. Technology-Driven Sales Enablement

• Drive tech adoption across the partner ecosystem, including CRM platforms, analytics tools, and digital sales journeys.
• Collaborate with Sales, Product, Tech, and Marketing teams to ensure that learning and enablement are embedded into partner tools.
• Conduct strategic sessions on using data and tech for client retention, upsell, and wallet expansion.

5. Performance Intelligence & Partner Success Metrics

• Set up a robust mechanism to track partner performance and learning ROI.
• Identify patterns of underperformance and proactively create strategic capability interventions.
• Work closely with Sales and Distribution leaders to align learning with business KPIs and partner lifetime value.

6. Market & Regulatory Intelligence

• Stay ahead of SEBI/IRDA/AMFI regulations, competitor strategy, and product innovation.
• Act as a go-to expert for internal teams on market evolution and readiness.
• Disseminate strategic insights that help partners future-proof their business.

7. Cross-functional Collaboration & Culture Building

• Partner closely with Sales, Product, Marketing, and Tech teams to align learning priorities with business goals.
• Lead the mindset shift toward insight-led selling and structured partner development.
• Champion a learning-first culture across internal teams and external partners—where sales success is powered by capability, coaching, and clarity.

Ideal Candidate Profile:

• 7+ years of experience in Mutual Fund Training, Sales, or Product roles within Asset Management, Financial Services, or WealthTech.
• Strong business orientation with proven success in distributor transformation, sales enablement, or channel growth.
• Mandatory and deep subject matter expertise in Mutual Funds, Insurance (Life & Health), and partner-facing regulatory environments.
• Outstanding communication and facilitation skills in English and Hindi; comfortable with senior partner conversations and experience in handling online sessions
• Comfortable with travel for offline sessions, including field immersion and high-touch partner interactions.
• Track record of leading teams, owning strategy, and working cross-functionally with business heads.

Compensation:

The offered compensation package will be based on the candidate's prior experience and current Cost to Company (CTC)