Job Description
Job Title Sales Trainer - Capital Markets
We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams.
Key responsibilities
- Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts.
- Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies.
- Simplify complex financial concepts for easy understanding of new and experienced sales professionals
- Conduct classroom and virtual training sessions on capital markets for frontline and new joiners across channels.
- Deliver training sessions to improve sales KPIs product understanding, sales pitch, objection handling, and investment-focused conversations.
- Train frontline staff on integrating capital-market knowledge into customer discussions to drive conversions.
- Partner with business heads to plan monthly training calendars as per regional needs.
- Conduct thematic or campaign-based trainings aligned to market conditions and business priorities.
- Drive adoption of investment tools, digital platforms, and research resources among sales teams.
- Drive training program on various sales pitches, opening & closing of sales call and objection handling.
- Introduce the frontline sales employees various technology platform and drive adoption through various initiatives.
- Track training effectiveness and progress in business performance and publish analytics and reports to business heads
Key skills
- Should know MS Office (Excel, Power point and Word)
- Comfortable in dealing with and presenting to large groups of people
- Training / facilitation skills
- Knowledge of insurance & financial products
- Strong understanding of capital markets, investment products, mutual funds, equity basics, market cycles, etc.
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