Senior Trainer &amp AMFIIRDA Specialist

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Senior Trainer AMFI/IRDA Specialist - Gurugram

Position Summary: Dual-role delivering HNI sales mastery certification for 50 RMs/quarter via 1:4 shadowing; achieve 90% AMFI/IRDA pass rate. Supports Academy Manager.

Focus: Technical Certification Compliance Sales Pitching

Job Purpose

A dual-impact role focusing on ensuring 100% regulatory compliance (AMFI/IRDA) while
simultaneously training RMs on how to effectively pitch Mutual Funds and Insurance products to High-
Net-Worth Individuals (HNIs).
Key Responsibilities
Certification Ownership: Lead the end-to-end process for NISM (Series V-A) and IRDA certifications for all frontline staff.
Technical Training: Conduct deep-dive sessions on market trends tax implications of investments and complex insurance structures (ULIPs Term Annuity).
The Art of the Pitch: Translate technical product features into benefit-driven sales pitches for wealth clients.
Compliance Monitoring: Ensure all sales training materials adhere strictly to SEBI and IRDAI
guidelines to prevent mis-selling.
Content Creation: Develop Ready Reckoners product battle cards and objection-handling scripts for the sales team.

Key Performance Indicators (KPIs)

Certification Pass Rate: Achieve a 95% first-attempt pass rate for NISM and IRDA exams for all batches.
Product Penetration: Increase the Product Holding Ratio (number of products per client) through effective cross-sell training.
Pitch Accuracy: Reduction in compliance-related red flags or customer complaints regarding product misinterpretation.
Training Delivery Score: Maintain an average trainer feedback score of 4.5/5.0 across all technical workshops.

Qualifications:

7 yrs training; 3 yrs AMFI/IRDA exam prep mandatory
AMFI NISM V-A IRDA IC-38 certified (Good to have)
Wealth management sales exp (HNI pitching); bilingual (Eng/Hindi)
Gurugram location; high-energy facilitator
Domain Knowledge: Deep understanding of the Indian Wealth Management landscape including AIFs PMS and Equity markets.

Required Skills:

Certification OwnershipTechnical TrainingCompliance MonitoringArt of the Pitch

Senior Trainer AMFI/IRDA Specialist - GurugramPosition Summary: Dual-role delivering HNI sales mastery certification for 50 RMs/quarter via 1:4 shadowing; achieve 90% AMFI/IRDA pass rate. Supports Academy Manager.Focus: Technical Certification Compliance Sales Pitching Job Purpose A dual-impact ro...

Job Purpose

A dual-impact role focusing on ensuring 100% regulatory compliance (AMFI/IRDA) while
simultaneously training RMs on how to effectively pitch Mutual Funds and Insurance products to High-
Net-Worth Individuals (HNIs).
Key Responsibilities
Certification Ownership: Lead the end-to-end process for NISM (Series V-A) and IRDA certifications for all frontline staff.
Technical Training: Conduct deep-dive sessions on market trends tax implications of investments and complex insurance structures (ULIPs Term Annuity).
The Art of the Pitch: Translate technical product features into benefit-driven sales pitches for wealth clients.
Compliance Monitoring: Ensure all sales training materials adhere strictly to SEBI and IRDAI
guidelines to prevent mis-selling.
Content Creation: Develop Ready Reckoners product battle cards and objection-handling scripts for the sales team.

Key Performance Indicators (KPIs)

Certification Pass Rate: Achieve a 95% first-attempt pass rate for NISM and IRDA exams for all batches.
Product Penetration: Increase the Product Holding Ratio (number of products per client) through effective cross-sell training.
Pitch Accuracy: Reduction in compliance-related red flags or customer complaints regarding product misinterpretation.
Training Delivery Score: Maintain an average trainer feedback score of 4.5/5.0 across all technical workshops.

Qualifications:

7 yrs training; 3 yrs AMFI/IRDA exam prep mandatory
AMFI NISM V-A IRDA IC-38 certified (Good to have)
Wealth management sales exp (HNI pitching); bilingual (Eng/Hindi)
Gurugram location; high-energy facilitator
Domain Knowledge: Deep understanding of the Indian Wealth Management landscape including AIFs PMS and Equity markets.

Required Skills:

Certification OwnershipTechnical TrainingCompliance MonitoringArt of the Pitch