Senior Trainer & Amfi/irda Specialist

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