Hiring : Head - Training & Development

CTC- Upto 30 LPA

Location: Mumbai (Andheri)

Role Overview :

We are looking for an experienced Training & Development Leader from the Mutual Fund/BFSI / AMC industry to drive capability building across distributors, channel partners, and internal sales teams. This role focuses on strengthening product knowledge, sales effectiveness, and market presence through structured training initiatives.

Key Responsibilities :

Training Delivery & Facilitation :

- Conduct classroom, virtual, and on-field training sessions for distributors and sales teams

- Deliver sessions on mutual fund products, financial planning, SEBI regulations, and sales techniques

- Lead training during SIP drives, partner meets, and regional engagement programs

Content Development :

- Develop and update training materials, presentations, and e-learning modules

- Collaborate with Product and Marketing teams for scheme updates and market insights

Stakeholder Engagement :

- Work with zonal and regional heads to identify learning needs

- Represent the organization at partner meets, industry forums, and AMFI/NISM programs

Performance Tracking :

- Evaluate training effectiveness through assessments and feedback

- Maintain MIS reports on coverage, participation, and outcomes

Market Awareness :

- Track mutual fund trends, competitor activities, and new financial products

- Share field insights to enhance training and distributor enablement

Business Expansion & Strategy :

- Support onboarding of new distribution partners

- Contribute to regional growth strategies aligned with business goals

Distributor Engagement & Enablement :

- Strengthen relationships with IFAs and distributor networks

- Drive SIP campaigns, engagement programs, and cross-selling initiatives

Data Analytics & Reporting :

- Monitor KPIs, distributor performance, and growth trends using analytics tools

- Prepare periodic business and training impact reports

Cross-functional Collaboration :

- Work closely with Marketing, Product, and Operations teams

- Provide market feedback for product and strategy enhancements

Qualifications :

- MBA in Finance or equivalent (Essential)

- CFP/CWM preferred

- Proficiency in MS Office & presentation tools

Experience Required :

- 8-12 years in Mutual Fund/BFSI/AMC industry

- Background in training, distribution, or advisory roles

- Valid AMFI/NISM certification is mandatory

- Experience in pan-India training or channel partner development is an advantage

Key Skills :

- Strong knowledge of Mutual Fund products & SEBI regulations

- Excellent communication and presentation skills

- Ability to simplify complex financial concepts.