Head – Product & Training (Wealth) Urban Money |

Location:
Mumbai. PAN India Travel Required The Role You will own wealth product management and partner capability at Urban Money, and build the Urban Money Institute from the ground up. The Institute will be a national platform that trains, certifies and enables 150,000+ partners, including employees, DSAs, wealth partners and sub-brokers. You will be measured on partner productivity, product adoption, and AUM and revenue growth.

Key Responsibilities
1. Build and scale the Urban Money Institute
• Design structured learning and certification pathways for each partner segment.
• Build a blended delivery model (classroom, virtual, self-paced and short-form video) that works at national scale.
• Create and maintain a central library of product explainers, sales playbooks, onboarding modules, FAQs, reels and investor-education content, kept current with product launches and regulatory changes. 2. Lead NISM certification and MFD conversion (primary KRA)
• Run large-scale preparation programs for NISM V-A and V-D, SIF, PMS/AIF and other relevant certifications, including study material, mock tests, workshops and revision sessions.
• Convert certified DSAs into active, productive Mutual Fund Distributors.
• Track the full funnel: enrolment, certification, activation and productivity. 3. Own wealth product strategy and performance
• Evaluate and onboard AMCs, fund managers and products across MFs, FDs, PMS/AIF and adjacent categories. Assess each on suitability, risk, profitability,



partner demand and competitive position.
• Define positioning, pricing and go-to-market plans with product and business teams.
• Monitor product-level AUM, revenue, profitability and adoption, benchmark against competitors, and take corrective action where needed. 4. Drive training and sales enablement
• Deliver product onboarding and refresher training across India on products, suitability, compliance and advisory practices.
• Run soft-skills programs on investor conversations, client handling, relationship management and sales confidence.
• Identify capability gaps from business data and design targeted interventions that lift activation, cross-sell and productivity. 5. Manage AMC and ecosystem partnerships
• Build robust relationships with AMCs, banks, NBFCs and fintechs.
• Co-run product trainings, market-outlook sessions, investor-education workshops and certification support.
• Bring in new product opportunities and industry best practices. 6. Ensure governance, MIS and reporting
• Work with compliance to make sure all products and content accurately reflect features, risks and suitability.
• Build dashboards covering product performance, AUM, revenue,



certification progress, partner activation and training effectiveness.
• Provide leadership with regular business reviews, forecasts and recommendations. What We’re Looking For
• 15+ years in wealth product management, AMC or distributor training, sales enablement, or wealth distribution.
• Deep knowledge of mutual funds, FDs and the wealth distribution ecosystem. Experience with AMCs, distributors, banks, NBFCs or fintechs is strongly preferred.
• NISM certifications preferred.
• Strong commercial understanding of AUM, revenue, profitability and product adoption.
• Ability to simplify complex financial concepts and lead large training sessions with confidence.
• Builder mindset, comfortable creating systems from scratch.
• Excellent communication, negotiation and stakeholder-management skills. Success in 6–12 Months
• The Urban Money Institute is operational at national scale and recognised by partners.
• There is a significant increase in NISM-certified partners and active MFDs.
• Strong AMC partnerships are in place and new products have been onboarded.
• Product and training dashboards are live, showing measurable gains in adoption, productivity, AUM and revenue. Why Join This is a high-visibility leadership role to build India’s largest wealth partner-enablement platform from scratch. It shapes both product strategy and distribution capability, and works directly with leadership and leading AMCs.

📌 Head - Product and Sales Training (Mumbai)
🏢 tarrakki
📍 Mumbai