Zonal Training Manager

• Job Title : Zonal Training Manager
• Location : Mumbai
• Experience: 12 to 15 years

Purpose : The Training Manager will be responsible for driving partner capability development, sales enablement, and investor education initiatives across channels. The role will require design, development, and delivery of training programs for Mutual Fund Distributors (MFDs), Banks, National Distributors, Wealth Management Firms, Alternate Channels, and Internal Sales Teams.This is a business-focused training role requiring strong domain expertise in Mutual Funds, Capital Markets, and Wealth Management.

Key Responsibilities

• Design and deliver training programs for MFDs, Banks, Wealth Management Partners, National Distributors, Alternate Channels, and Institutional Distribution Teams.
• Conduct product, market, regulatory, and sales capability programs for partners and sales teams.
• Support product launches, market updates, and thematic investment campaigns through targeted learning interventions.
• Ability to Identify capability gaps and training needs and develop training curriculum,
• Ensuring training programs are aligned with SEBI, AMFI, and NISM regulations and industry best practices.
• Track training effectiveness through assessments, feedback, certification outcomes, and business impact measures.
• Build strong relationships with key distribution partners and act as a trusted learning resource for the sales ecosystem.
• Travel across regions as required to conduct partner and investor education programs.

Experience

• 12 to 15 years of experience in Asset Management, Broking, Wealth Management, Capital Markets, or Financial Services.
• Minimum 8–10 years of experience in sales training, partner training, capability development, or learning roles within BFSI.
• Demonstrated experience in training external distribution partners and sales teams.
• Prior experience in AMCs, Broking Houses, Wealth Management Firms, Distribution Businesses, or Financial Product Organizations preferred.

Educational Qualifications

• MBA / PGDM or equivalent postgraduate qualification.
• Graduate in Commerce, Finance, Economics, Business, or related disciplines.

Preferred Certifications

• NISM Certifications (including Mutual Fund and Investment-related modules)
• AMFI Certification
• CFP, NCFM, or equivalent financial market certifications
• Train-the-Trainer Certification (preferred)