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 Rate: Percentage of inactive partners converted to active partners within the assigned region.
- SIP Velocity: Month-on-month growth in SIP counts across the assigned cluster.
- Coverage: Number of training interventions conducted and total participants/branches covered based on Training Needs Analysis (TNA).
- Retention: Retention rate of newly onboarded MFDs.
- Quality Score: NPS from MFDs on “Ease of Selling” following training sessions.

Candidate Profile Experience & Education

- 8–10 years of qualified experience in:

- Mutual Fund Sales

- Product Management
- Training & Development
- Proven track record in the Mutual Fund industry or a high-performing sales environment.

Technical Proficiency

- Expert knowledge of Mutual Funds, PMS, SIF and Insurance products.
- Advanced Microsoft Excel skills for data analysis and T-format tracking.
- Advanced PowerPoint skills for creating high-impact training presentations.

Skills & Traits

- Energetic & Creative: Ability to lead engaging sessions and gamify learning through formats such as leaderboards and weekly quizzes.
- Analytical Mindset: Ability to interpret fact sheets, analyse market cycles and understand complex business data.
- Strategic Problem-Solving: Ability to tailor interventions based on the partner's experience level – Beginner, Intermediate or Experienced.
- Communication: Exceptional verbal and non-verbal communication, including strong storytelling and consultative selling skills.

📌 Regional Trainer (Mumbai)
🏢 AssetPlus
📍 Mumbai