Role Overview

We are looking for an experienced Learning & Development Manager to design and drive training, certification, and capability-building programs for MFDs, Financial Advisors, Internal

Sales Teams, and Support Functions. The role will focus on enhancing product knowledge,

regulatory awareness, sales effectiveness, and platform adoption.

Key Responsibilities

? Develop and manage learning, training, and certification frameworks for MFDs, advisors,

and internal teams.

? Create training modules on Mutual Funds, SIPs, Asset Allocation, Risk Profiling,

Suitability, Regulatory Compliance, and Platform Usage.

? Design onboarding programs for current partners and refresher training for existing partners.

? Develop training content including videos, presentations, PDFs, quizzes, FAQs, scripts,

and objection-handling guides.

? Ensure adherence to compliant selling practices, commission disclosure norms, risk communication, and mis-selling prevention guidelines.





? Track training completion rates, certification scores, platform adoption, and post-training productivity metrics.

? Collaborate with Research, Compliance, Product, and Sales teams to keep training content relevant and up to date.

? Organize training sessions, webinars, workshops, and knowledge-sharing initiatives.

Requirements

? 6–10 years of experience in Learning & Development, Sales Training, Wealth

Management, Mutual Funds, Financial Services, or Fintech.

? Strong understanding of Mutual Fund products, distribution, advisor training, and regulatory requirements.

?

Experience in instructional design, content development, and certification programs.

? Excellent communication, presentation, stakeholder management, and content creation skills.

Key Responsibilities:

📌 Lead - Learning & Development (Mumbai)
🏢 Kissht
📍 Mumbai