Senior Trainer & Amfi/irda Specialist

Year    Gurgaon, Haryana, India

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

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Job Detail

  • Job Id
    JD5004503
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Gurgaon, Haryana, India
  • Education
    Not mentioned
  • Experience
    Year