Role Summary

The Regional Trainer will be responsible for driving business productivity and partner engagement across assigned clusters. The role focuses on transitioning low-productivity and dormant Mutual Fund Distributors (MFDs) into active, consistent producers while supporting the Internal Sales Team with consultative selling tools.

The ideal candidate will bridge the gap between product knowledge and sales execution, ensuring high-level engagement through a pre-decided calendar of training interventions.

Position Details

Location: Mumbai
Reporting To: Head of Learning & Development (L&D;)
Target Audience: MFDs – Beginner, Intermediate & Experienced – and Internal Sales Teams

Key Responsibilities

Training Delivery & Strategy
Design and execute a high-level engagement program for a base of 15,000–20,000 distributors, ensuring a well-planned schedule of sessions.
Deliver hybrid training modules covering:
Domain: Equity, Fixed Income, PMS, SIF & Insurance
Skill Development: SIP pitching, objection handling & social media
Behavioural:



Consultative selling & investor emotions
Implement the 90-Day Execution Roadmap, focusing on:
Phase 1: Product clarity
Phase 2: Habit formation – e.g., The 10:30 Call
Phase 3: Scaling through market cycles
Conduct specialized “Power Hour” webinars and small-group “Role-Play” clinics to overcome market objections and improve deal closure.
Business Enablement & Analysis
Identify and activate dormant MFDs, moving them from zero logs to a consistent 1–3 SIPs per month.
Track business trends using the T-1, T-0, T+1 and T+2 framework to identify growth patterns and intervention requirements.
Equip Internal Sales Teams with Consultative Sales Toolkits, enabling them to operate as Practice Development Managers rather than only Relationship Managers.
Organize and execute association-led events to increase brand visibility and partner networking.
Key Performance Indicators (KPIs)

Success In This Role Will Be Measured Through

Activation R

📌 Regional Trainer (Mumbai)
🏢 AssetPlus
📍 Mumbai