Job Description

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.

Skills Required