Job Title Sales Trainer – Mutual Fund Asset Management (Manager Level)

About the Role We are seeking an experienced Sales Trainer with 7–15 years of experience in the Mutual Fund and Asset Management industry. The role involves designing and delivering impactful training programs for Mutual Fund Distributors, National Distributors, Banks, and internal sales teams. The ideal candidate will have strong knowledge of Equity and Debt markets, excellent communication and facilitation skills, and the ability to develop engaging training content aligned with industry trends and business needs.

This position is based in Mumbai, Maharashtra, with travel primarily across Delhi NCR, Haryana, Himachal Pradesh, Punjab, and Rajasthan, and other locations as required.

Key Responsibilities

- Training Delivery - Conduct classroom and virtual training sessions for Mutual Fund Distributors, National Distributors, Banks, and internal sales teams. - Manage training interventions primarily across Delhi NCR, Haryana, Himachal Pradesh, Punjab, and Rajasthan. - Deliver training effectively in both English and Hindi. - Travel extensively across India to meet business requirements.
- Training Content & Module Development - Design and develop training modules based on business needs, market developments, and industry trends. - Create engaging presentations, learning materials, and customized content for distributors and internal teams. - Continuously update training content to reflect changes in mutual fund and capital markets.
- Training Areas - Soft Skills and Behavioral Skills - Business Development and Sales Skills - Distributor Relationship Management - Mutual Fund Product Training - Equity and Debt Market Fundamentals - Market Trends and Industry Themes - Sales Effectiveness and Customer Engagement
- Training Need Analysis (TNA) - Conduct Training Need Analysis with distributors and sales teams to identify knowledge and capability gaps. - Collaborate with business and sales teams to align training interventions with emerging requirements.




- Digital Learning & YouTube Content - Support and expand training initiatives through digital platforms, including the organization-s YouTube channel. - Develop digital training content and explore innovative methods to enhance engagement and reach.
- Stakeholder Management - Work closely with Sales, Distribution, and other business stakeholders to understand and fulfill training needs. - Build and maintain robust relationships with distributors, sales teams, and key stakeholders. - Collect feedback and measure training effectiveness for continuous improvement.

Key Skills &

Qualifications - 7–15 years of relevant experience in Mutual Fund / Asset Management industry training, with proven expertise in distributor and internal sales training.

- Strong knowledge of Equity and Debt markets.
- Experience in conducting both classroom and virtual training programs.
- Proficient in Training Need Analysis and training content development.
- MBA in Marketing or Finance preferred.
- Mandatory Certifications:
- NISM Series V-A – Mutual Fund Distributors Certification • NISM Series XXI-A – Portfolio Management Services (PMS) Distributors Certification - Excellent verbal and written communication skills in English and Hindi.
- Strong presentation, facilitation, and interpersonal skills.
- Ability to engage effectively with senior distributors, sales professionals, and internal stakeholders.
- Understanding of business development and sales processes.
- Familiarity with digital learning tools and video content creation.

Special Requirements - Willingness to travel extensively across India, with primary focus on Delhi NCR, Haryana, Himachal Pradesh, Punjab, and Rajasthan. - Ability to deliver training in both English and Hindi. - Mumbai, Maharashtra, New Delhi or Ahmedabad.

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📌 Sales Trainer – Mutual Fund Asset Management (Mumbai)
🏢 Careerbuddyonline
📍 Mumbai