Role & responsibilities

Direct Responsibilities

- Connect regularly with Branch Managers (BMs) to understand training requirements and on-ground challenges

- Identify skill and knowledge gaps across branches and align training programs accordingly

- Plan and execute need-based training sessions in addition to scheduled programs

- Ensure alignment of training initiatives with business requirements and branch priorities

- Coordinate with AMC partners for NFO launches, product training, and knowledge sessions

- Schedule and manage training calendars, ensuring timely communication and participation across branches

- Conduct end-to-end training coordination including session planning, calendar blocking, and follow-ups

- Deliver internal training sessions such as VOT and IPC programs

- Ensure readiness before sessions (speaker alignment, participant communication, system setup)

- Introduce speakers and manage overall session flow to ensure smooth execution

- Facilitate Q&A; discussions and ensure participant engagement during sessions

- Design and conduct MCQs/assessments to evaluate participant understanding

- Track training attendance, completion, and feedback

Contributing Responsibilities

- Contribute to training need analysis (TNA) by gathering feedback from branches and sales teams

- Support in customizing training content based on branch-specific requirements

- Act as a bridge between branch teams and central teams to ensure relevant training interventions

- Support branches in improving product knowledge and client readiness through training initiatives





- Assist in the successful rollout of new product launches and campaigns

- Share feedback from training sessions with internal teams for continuous improvement

- Contribute to building a learning-driven culture across branches

- Collaborate with Sales, Product, and Compliance teams for effective execution of training programs

Preferred candidate profile

Technical Competencies

- Ability to conduct Training Need Analysis (TNA) and identify skill gaps

- Basic understanding of Mutual Funds, Insurance, and financial products

- Knowledge of training coordination and scheduling processes

- Ability to manage multiple training programs simultaneously

- Familiarity with MS Excel, PowerPoint, and virtual meeting platforms

- Basic knowledge of NISM certification processes

- Ability to create simple assessments (MCQs) and training materials

Behavioral Competencies

- Strong listening skills and ability to understand business requirements from branch teams

- Strong communication and coordination skills

- Good presentation and facilitation ability

- Attention to detail and strong organizational skills

- Proactive and responsible approach towards tasks

- Ability to manage stakeholders (AMC, internal teams, branches)

- Problem-solving mindset and ability to handle live session challenges

- Team player with a cooperative attitude

Specific Qualifications (if required)

- Graduate in any stream(Commerce/Finance preferred)

- NISM certification(preferred or willingness to complete)

- 2 + years of experience in training coordination / sales support / financial services

📌 Associate - Sales Enablement (Mumbai)
🏢 Sharekhan
📍 Mumbai