Chief Learning Architect - Mumbai - Anand Rathi Share and Stock Brokers Ltd

    Accounting / Finance
    Description

    Job Description:

    HNI Training Needs Analysis

    • Conduct comprehensive training needs assessments for HNI Relationship Managers and Sales Teams.
    • Identify skill and capability gaps related to HNI client acquisition, retention, portfolio advisory, and relationship management.

    Training Strategy & Planning

    • Design and implement training strategies aligned with HNI business goals, revenue targets, and client experience standards.
    • Partner closely with business leaders to ensure training interventions directly support HNI business performance.

    Training Content & Module Development

    • Develop advanced, HNI-focused training modules, workshops, and structured learning journeys.
    • Apply adult learning methodologies, including role-plays, case studies, simulations, and real-life HNI scenarios.

    HNI Product & Investment Training

    • Deliver specialized training on HNI-centric investment products, including:
    • Mutual Funds (MF)
    • Portfolio Management Services (PMS)
    • Alternative Investment Funds (AIF)
    • Structured Products, Bonds, and other HNI investment solutions
    • Ensure content reflects current market trends, regulatory updates, and suitability norms for HNI clients.

    Consultative Sales & Relationship Management Training

    • Design and deliver programs on consultative selling, need-based advisory, and long-term HNI relationship management.
    • Train teams on client profiling, risk assessment, portfolio construction, and portfolio review discussions.
    • Enhance negotiation, objection handling, and value-based selling skills for HNI clients.

    Behavioral, Executive Presence & Cognitive Skills Training

    • Develop capability programs focused on executive presence, communication finesse, emotional intelligence, and client engagement.
    • Enable HNI Relationship Managers to handle complex client conversations with confidence and professionalism.

    Induction & Onboarding – HNI Segment

    • Manage induction and onboarding programs for new HNI Relationship Managers.
    • Ensure onboarding covers HNI processes, client service standards, compliance requirements, and ethical advisory practices.

    Performance Improvement & Coaching

    • Identify underperforming HNI Relationship Managers and Sales Team members and create targeted coaching and development plans.
    • Conduct field coaching, joint client meetings (where applicable), and post-training performance reviews.

    Training Effectiveness & Business Impact

    • Measure training effectiveness through productivity metrics, revenue contribution, client retention, and feedback scores.
    • Prepare dashboards and MIS reports linking training outcomes to HNI business performance.

    Functional / Technical Skills

    • Strong expertise in HNI investment products: MF, PMS, AIF, Bonds, Structured Products, etc.
    • Solid understanding of portfolio construction, asset allocation, and suitability frameworks for HNI clients.
    • Proficiency in modern training methodologies, LMS platforms, and digital learning tools.

    Experience & Qualifications

    • 8–10 years of experience in Training & Development or HNI business, preferably within HNI / Private Client segments.
    • Proven experience in training HNI Relationship Managers or HNI Sales Teams.
    • Prior experience in HNI sales or relationship management is highly desirable.

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