Trainer - Mutual Funds
- Alpha Capital
- 4 - 6 years
- Noida, Gurugram
- 2 months ago
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Job Description
Job description
About the Role:
We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.
Key Responsibilities:
Develop and deliver engaging sales training programs
Mentor and coach sales teams to enhance their skills
Analyze sales performance and provide actionable insights
Create training materials and resources
Requirements:
Training Delivery:
Conduct engaging training sessions for advisors and team members on mutual fund products, sales techniques, compliance, and regulatory updates.
Develop customized training modules tailored to the audience's needs.
Content Development:
Create and update training materials, presentations, and resources in line with industry trends and organizational goals.
Performance Assessment:
Evaluate the effectiveness of training programs and identify areas for improvement.
Provide constructive feedback and coaching to participants.
Industry Expertise:
Stay updated with SEBI regulations, market trends, and mutual fund innovations.
Share insights to help advisors make informed decisions for their clients.
Qualifications:
Proven experience as a mutual fund advisor or in a training role within the mutual fund industry.
In-depth knowledge of mutual fund products, market strategies, and regulatory guidelines.
Excellent communication and presentation skills.
Strong analytical and problem-solving abilities.
Ability to inspire and motivate teams.
Preferred Skills:
Certification in mutual funds (e.g., NISM Series V-A, NCFM exams) is highly desirable.
Proficiency in training tools and technology.
Job Classification
Industry: Financial Services (Asset Management)Functional Area / Department: BFSI, Investments & TradingRole Category: BFSI, Investments & Trading - OtherRole: BFSI, Investments & Trading - OtherEmployement Type: Full timeContact Details:
Company: Alpha CapitalLocation(s): Noida, Gurugram
Keyskills: Mutual Funds Investment Advisory Communication Skills Client Acquisition PMS Equity Client Relationship Aif
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Alpha Capital
https://www.alphacapital.in About Us: Alpha Capital is a boutique wealth management and family office firm, catering to HNI clients.
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