Role: Head - Training & Development

Department: Training & Development

Reports to: Chief Business Officer (CBO)

Purpose of the Role

To plan, design, and deliver effective training programs for mutual fund distributors, channel partners, and internal sales teams across India. The aim is to improve product knowledge, sales effectiveness, and brand presence through continuous capability building.

Key Responsibilities

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

- Cover topics such as mutual fund products, financial planning, SEBI regulations, and sales techniques.

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

- Create and update training materials, presentations, and e-learning content as per company strategy and SEBI norms.

- Work with product and marketing teams to incorporate new schemes and market updates.

- Collaborate with zonal and regional heads to identify learning needs.

- Represent the company at partner events, industry programs, and AMFI/NISM certification sessions.

- Measure training effectiveness through assessments and feedback tools.

- Maintain regular reports (MIS) on training coverage and outcomes.

- Stay informed on mutual fund trends, competitor initiatives, and new financial products.

- Share feedback from the field to help improve training programs and distributor support.

- Identify and on board new distribution partners and strengthen existing relationships.

- Develop and execute regional growth strategies aligned with organizational objectives.

- Work closely with distributors, IFAs, and partner networks to increase active participation.

- Conduct growth campaigns, SIP drives, and cross-selling initiatives.

- Use business intelligence and analytics tools to monitor KPIs, trends, and growth opportunities.

- Prepare periodic reports on business growth, distributor performance, and market feedback.

- Work with internal teams such as Marketing, Product, and Operations to ensure seamless execution of initiatives.

- Provide market insights and feedback to product and strategy teams for development of new offerings.

Qualifications

Essential: MBA in Finance or equivalent.

Desired: CFP / CWM certification and proficiency in MS Office.

Experience

- 8-12 years in the Mutual Fund or BFSI industry, preferably in training, distribution, or advisory roles.

- Must hold a valid AMFI/NISM certification.

- Experience in pan-India training or channel partner development preferred.

Skills & Competencies

Functional Skills:

- Strong knowledge of Mutual Fund products and SEBI regulations.

- Excellent communication, presentation, and interpersonal skills.

- Ability to simplify complex financial concepts.

- Good planning, organization, and reporting ability.

- Willingness to travel and engage with multilingual audiences.