Role & responsibilities

- Design and deliver training programs on Mutual Funds, SIPs, asset allocation, risk profiling, and investment products.
- Conduct training sessions for MFDs, IFAs, financial advisors, and internal sales teams.
- Develop training content, presentations, videos, guides, and quizzes.
- Create onboarding and refresher training programs for new and existing partners.
- Train partners on platform features, processes, products, and customer conversations.
- Conduct regular product and market update sessions.
- Track training effectiveness through feedback, assessments, and partner performance.
- Work closely with Product, Research, Sales, Operations, and AMC teams to ensure accurate training content.
- Organize webinars, workshops, partner meets, and certification programs.
- Maintain training calendars, attendance, feedback,



and performance reports.

Preferred candidate profile

- 2-3 years of experience in Mutual Funds / Mutual Fund Distribution / Wealth Management.
- Solid understanding of Mutual Funds, SIPs, asset allocation, and investment products.
- Experience in training MFDs, IFAs, advisors, or sales teams.
- Good presentation, communication, and facilitation skills.
- Ability to simplify complex financial concepts and explain them effectively.
- Experience creating training content and learning material.
- NISM Series V-A: Mutual Fund Distributors Certification is required.
- Strong stakeholder management and coordination skills.

📌 Training Manager (Mumbai)
🏢 Kissht
📍 Mumbai