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 team-oriented 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 Suburban)
🏢 Sharekhan
📍 Mumbai Suburban