Job Description

Academy Manager / L&D Associate Director (RM Excellence Academy) - Gurugram
Focus: RM Excellence Academy & Holistic Organizational Development
Job Purpose

• To lead the RM Excellence Academy, focusing on the end-to-end competency development of Relationship Managers (RMs). You will be responsible for scaling the firms human capital through structured learning paths, leadership development, and digital learning adoption.

Key Responsibilities

• Academy Strategy: Design and execute the blueprint for the RM Excellence Academy to ensure RMs reach peak productivity within 90 days of joining.(it also covers holistic people development for entire
• Curriculum Design: Develop multi-tiered learning paths (Basic, Advanced, Elite) covering portfolio Management, Client Psychology, and Wealth Products.
• Needs Analysis: Partner with Business Heads to identify performance gaps and design interventions that move the needle on AUM (Assets Under Management).
• L&D Tech Stack: Oversee the implementation and engagement of the LMS (Learning Management System) for mobile-first learning.
• Stakeholder Management: Act as a strategic partner to the CXO suite to align L&D initiatives with the firm's annual revenue goals.

Over all-

• Business Partnership: Collaborating with the CEO, COO, and Department Heads to understand 1-3 year growth plans.
• Gap Analysis: Identifying the delta between current workforce skills and the skills needed for future expansion.
• ROI Modeling: Developing frameworks to measure how L&D interventions impact the bottom line (e.g., increased sales, reduced churn, or faster onboarding).
• Modern Pedagogy: Implementing the 70-20-10 Model (70% on-the-job, 20% social/coaching, 10% formal training).
• Employer Branding: Positioning the company as a learning organization to attract top-tier talent.

Key Performance Indicators (KPIs)

• Time-to-Productivity: Reduce the average number of days it takes for a new RM to close their first high-ticket deal.
• Training ROI: Correlation between training attendance and increase in RM revenue/AUM productivity.
• Adoption Rate: % of the workforce actively engaging with the RM Excellence Academy digital content.
• Retention Rate: Improvement in retention scores of high-performing RMs linked to career development paths.

Qualifications (must have)

• 8+ yrs L&D leadership; 3+ yrs BFSI/wealth mgmt., 5-8 years for the Sr. Trainer.
• AMFI certified; Train-the-Trainer certification
• Gurugram/Haryana networks for RM sourcing
• MS Excel advanced; LMS/CRM proficient
• Domain Knowledge: Deep understanding of the Indian Wealth Management landscape, including AIFs, PMS, and Equity markets.

Skills Required