Job Overview:

- We are hiring a Senior Trainer who can own AMFI/IRDA certification outcomes while simultaneously building real-world HNI pitching capability across Relationship Managers.

- This is a dual-impact role supporting the RM Excellence Academy. You will train, shadow, certify, and coach frontline RMs to sell Mutual Funds and Insurance products responsibly and effectively to HNI clients.

- You will work hands-on with batches of RMs, combining technical depth, compliance rigor, and sales storytelling.

Key Responsibilities:

1) Training & HNI Sales Mastery (50%):

- Shadow and coach ~50 RMs per quarter using a 1:4 live coaching model

- Deliver 60 hours of live shadowing per RM across HNI interactions

- Conduct pitch simulations for - 1-10 Cr portfolios

- Train RMs on objection handling, needs discovery, and portfolio articulation

- Provide live CRM coaching during calls (Salesforce / Zoho)

2) AMFI / IRDA Certification Ownership (40%):

- Own end-to-end NISM Series V-A and IRDA IC-38 certification process

- Design and deliver structured exam prep using:

- 200+ MCQs

- 3 mock exams per cohort

- Drive minimum 75% first-attempt pass rate and 90% final pass rate

- Run 1:1 remediation for RMs scoring below 80%

- Track performance via LMS and certification registry

3) Content, Compliance & Calibration (10%)

- Create ready reckoners, battle cards, and objection-handling scripts

- Ensure all training content aligns with SEBI and IRDAI guidelines

- Share quarterly regulatory updates with RMs

- Build case studies around KYC, AML, and UHNI scenarios

- Participate in trainer peer reviews and calibration sessions

Key Performance Indicators (KPIs)

Certification pass rate:

- 75% first attempt

- 90% final pass

- RM pitch conversion:

- 25% first HNI client conversion post-training

Skill improvement score:

- +2.5 points (pre vs post assessment on 1-5 scale)

Shadowing delivery:

- 60 hours per RM (tracked via LMS)

Mock exam average:

- 85%

RM NPS:

- 8/10 trainer feedback score

Candidate Profile

Must-Have

- 5+ years of experience in training (sales or wealth management)

- 3+ years specifically handling AMFI / IRDA exam preparation

- Strong exposure to HNI wealth sales and client pitching

- Hands-on understanding of Mutual Funds, Insurance, Taxation

- Comfortable delivering high-energy, interactive sessions

- Bilingual: English & Hindi

- Based in or willing to relocate to Gurugram

Good to Have

- AMFI (NISM Series V-A) certified

- IRDA IC-38 certified

- Knowledge of PMS, AIFs, Equity Markets

- Prior experience in RM academies or wealth firms

Who Will Succeed in This Role

- Trainers who have coached real sales conversations, not just classrooms

- People obsessed with pass percentages and pitch outcomes

- Someone who enjoys being measured on hard numbers, not effort

- High ownership mindset with strong compliance awareness