SME Training Enablement & Content (Broking & Wealth)

About Angel One:

For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians. Today, 3.7+ crore customers trust Angel One across investing, trading, wealth creation, and credit.

We are one of the best fintech platforms, building simple, intelligent and seamless financial experiences for millions of users across the country. From investing and trading to wealth creation and credit, everything we build is focused on making financial journeys easier, faster, more accessible and engaging.

We believe strong fundamentals matter—in investing, in technology and in the way we build our teams. Trust, simplicity, speed and long-term thinking shape how we work and what we build.

Here, people work on real problems at real scale. Millions of users interact with our platform every day, and every team plays a role in shaping that experience.

We move fast, take ownership and keep learning along the way. No matter the role, people here are encouraged to share ideas, challenge the usual and build things that create real impact.

If you're excited to solve meaningful problems, build at scale, and shape the future of financial services, you'll fit right in.

Be part of our team that's scaling sustainably, thinking big, and building for the billion!

Job Title: Subject Matter Expert – Training Enablement & Content (Broking & Wealth)

Location: Mumbai

What you will do:

About the Role

We are looking for a hands-on Subject Matter Expert (SME) to lead Training and Enablement for our Broking, Wealth Management, and Sub-Broker networks. Unlike traditional trainers, you will not just teach theory; you will build hyper-contextual content that solves real-world, daily challenges faced by sales teams and sub-brokers in the field.

Your mission is to translate complex market dynamics, product mechanics, and software features into practical, actionable sales tools that directly drive revenue and partner engagement.

Key Responsibilities:

1. Problem-Centric Content Creation

• Real-World Playbooks: Build How-To guides and case studies tackling actual field objections (e.g., How a sub-broker can pitch PMS to a client burned by the recent market dip).
• Micro-Learning Assets: Create bite-sized content (2-minute videos, WhatsApp infographics, flashcards) explaining margin changes, peak-margin rules, or corporate actions in simple language.
• Contextual Sales Kits: Design comparison frameworks, pitch decks, and calculator tools that show partners exactly how to position our wealth products against competitors.

2. Tactical Training Delivery

• Scenario-Based Training: Run workshops focused on situational simulation (e.g., handling panicky clients during a sudden market crash, navigating terminal glitches, or converting a physical trader to digital options).
• Onboarding & Up-skilling: Design and execute fast-track onboarding programs for new sub-brokers and internal sales teams to shorten their time-to-first-deal.
• NISM & Compliance Prep: Simplify NISM certification material into easy-to-digest formats, ensuring partners pass mandatory exams quickly.

3. Product & Technology Translation

• Demystifying Tech: Act as the bridge between the product/tech team and the field. Turn complex app updates, API features, or back-office reports into simple, benefit-led user guides.
• Feedback Loop: Regularly gather common pain points from sub-brokers and feed them back to the tech team to improve the partner platform UX.

4. Ecosystem Engagement

• Market Commentary Support: Provide daily, easily forwardable market summaries or Trade of the Day explainers that sub-brokers can directly share with their retail clients to stir up volume.
• Community Building: Lead regular Q&A clinics, webinars, and open-mic sessions where sub-brokers can bring their toughest customer rejections to be solved live.

Key Performance Indicators (KPIs)

• Content Adoption Rate: Viewership and active utilization of training materials/kits by the sales and sub-broker network.
• Time-to-Activation: Reduction in the number of days a newly onboarded sub-broker takes to generate their first trade.
• Product Mix Diversification: Measurable increase in sub-brokers selling non-equity products (Mutual Funds, PMS, Bonds, Insurance) post-training.
• Query Reduction: Drop in support tickets regarding basic platform navigation or policy misunderstandings.

Who you are:

• Experience: 5–8 years in Training, Product Enablement, or Content Strategy specifically within a Retail Broking house, Wealth Management firm, or Fintech app.
• Domain Expertise: Deep practical knowledge of equity, derivatives, commodities, mutual funds, PMS, and structural mechanics like MTF (Margin Trading Facility) and pledge mechanisms.
• Content Prowess: Ability to write clean, jargon-free copy and conceptualize visual content (scriptwriting for videos, structuring layouts for infographics).
• Tech-Savvy: Comfortable with modern LMS (Learning Management Systems), screen-recording tools, and digital adoption platforms.
• Certifications: NISM Series VIII (Equity Derivatives) and NISM Series V-A (Mutual Fund Distributors) are highly preferred

At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).

As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.

We believe that everyone's unique experiences and viewpoints make us stronger together.

Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.