About WeRize

Founded in 2019 by Vishal Chopra and Himanshu Gupta, WeRize is building India’s largest full stack fintech platform for 500 million underserved middle-class customers who live in 5000 small towns of India. WeRize (Wortgage technologies pvt ltd) also owns RBI registered NBFC subsidiary (Wortgage Finance pvt ltd).

This customer segments not served by private sector banks, Insurers and Mutual Fund companies due to their low ticket-size and lifetime value and is dependent on PSU/Govt. banks. PSU/Government banks rarely provide financial products beyond basic savings accounts and these customers lack access to unsecured loans, MSME loans, credit cards, affordable housing loans, loan against property , health and life insurance and investment products. WeRize manufactures cutting-edge unsecured consumer credit, mortgages, loan against property, MSME loans,savings and insurance products designed for this customer base keeping in mind their needs, requirements and purchasing power, with a view to add a layer of financial security to their lives and enable access to credit.

While customers in these geographies use smartphones, they need proper guidance and support when purchasing the right financial products for themselves. So, a pure digital model doesn’t work for this segment. WeRize has innovated on this front through its ‘Finance ki online dukaan (Social Shopify of Finance)’, a first of its kind social distribution tech platform in the financial services space that educates and enables local financially literate freelancers across these small towns to source business through online and offline channels, recommend the right financial product(s) to customers as well as provide after sales support.

These freelancers, who are located in more than 5000 towns and cities, earn as much as INR 30,000 a month from WeRize in commissions. Our social distribution platform supported by financially literate freelancers means exceptionally low cost of customer acquisition (CAC) and operations costs compared to both fully digital and on-the-ground financial services providers.



Digital conversions among this target group are way lower when compared to upper income customers in metros and hence pure digital CAC doesn’t work for this segment.

While companies like LIC and Fino Bank also rely on freelancer distribution, they deploy local on-field teams/branches to manage freelancers in every city. That results in very high CAC and operations costs for such companies. WeRize on the other hand, has been able to acquire, train and manage thousands of freelancers in 5000 cities only through its tech platform and without any feet-on-street team of its own.

This results in highly profitable business model for Werize.

To know more about the company, please visit: https://www.werize.com/

Location: Shilpitha Tech Park, Bellandur, Bangalore.

Experience: 4 - 8 years

Role Summary

Responsible for designing and delivering training programs for employees, Area Managers,

Relationship Managers, Independent Financial Advisors (IFAs), and Mutual Fund Distributors

(MFDs). Responsible for enhancing product knowledge, sales effectiveness, partner engagement, and business productivity while supporting the achievement of assigned business targets.

Key Responsibilities

● Product & Process Training: Deliver training on Mutual Funds, Fixed Income Products, Bonds,

Equities, Insurance, and other investment products. Conduct induction, refresher, and certification programs for employees and channel partners.

● Sales & Behavioral Skills Training: Coach sales teams and partner-facing employees on prospecting, client acquisition, relationship management, financial planning, objection handling, cross-selling, and consultative selling techniques.

● Training Needs Identification (TNI): Assess performance gaps through business reviews, field observations, and stakeholder feedback. Design targeted learning interventions to improve productivity and business outcomes.

● Partner Enablement & Business Growth: Train and empower IFAs, MFDs,



and partner networks through Investor Awareness Programs (IAPs), workshops, webinars, and product-focused sessions to drive activation and revenue growth.

● Content Development: Create and update training modules, presentations, certification assessments, e-learning content, and training manuals based on product launches, market developments, and regulatory changes.

● Performance Monitoring & Effectiveness: Measure training effectiveness through assessments, certification scores, feedback mechanisms, and business metrics such as AUM growth, partner activation, product penetration, and revenue generation.

● Compliance & Regulatory Training: Ensure adherence to SEBI, AMFI, NISM, and company compliance guidelines. Conduct regular training on regulatory updates, ethical selling practices,

and operational processes.

● Market Intelligence & Knowledge Sharing: Maintain up-to-date knowledge of capital markets, investment products, regulatory developments, and economic trends. Share relevant insights with employees and partners to improve advisory capabilities.

● Reporting & Governance: Maintain training records, attendance, certifications, and MIS reports. Provide regular updates to reporting managers on training coverage, effectiveness, and business impact.

Required Skills

● Experience: Minimum 3 to 8 years of experience in Sales Training, Product Training, Wealth

Management, Mutual Funds, Broking, Banking, or Financial Services.

● Skills: Strong presentation and facilitation skills, excellent interpersonal and communication abilities, stakeholder management, coaching capability, analytical thinking, and a passion for learning and development.

● Knowledge: Thorough understanding of Mutual Funds, Fixed Income Products, Bonds,

Equities, Financial Markets, Asset Allocation, and Investment Planning.

● Qualification: Graduate, MBA, or PGDM degree holder (preferably Finance or Marketing). A valid NISM Certification is mandatory, while CFP or other wealth management certifications will be an added advantage.

● Tools: Proficiency in MS Office, LMS platforms, virtual training tools, training analytics, and reporting systems

📌 Sales Trainer (Bengaluru)
🏢 WeRize
📍 Bengaluru