Associate - Sales Enablement

Role & responsibilities

Direct Responsibilities

• Connect regularly with Branch Managers (BMs) to understand training requirements and on-ground challenges
• Identify skill and knowledge gaps across branches and align training programs accordingly
• Plan and execute need-based training sessions in addition to scheduled programs
• Ensure alignment of training initiatives with business requirements and branch priorities
• Coordinate with AMC partners for NFO launches, product training, and knowledge sessions
• Schedule and manage training calendars, ensuring timely communication and participation across branches
• Conduct end-to-end training coordination including session planning, calendar blocking, and follow-ups
• Deliver internal training sessions such as VOT and IPC programs
• Ensure readiness before sessions (speaker alignment, participant communication, system setup)
• Introduce speakers and manage overall session flow to ensure smooth execution
• Facilitate Q&A discussions and ensure participant engagement during sessions
• Design and conduct MCQs/assessments to evaluate participant understanding
• Track training attendance, completion, and feedback

Contributing Responsibilities

• Contribute to training need analysis (TNA) by gathering feedback from branches and sales teams
• Support in customizing training content based on branch-specific requirements
• Act as a bridge between branch teams and central teams to ensure relevant training interventions
• Support branches in improving product knowledge and client readiness through training initiatives
• Assist in the successful rollout of new product launches and campaigns
• Share feedback from training sessions with internal teams for continuous improvement
• Contribute to building a learning-driven culture across branches
• Collaborate with Sales, Product, and Compliance teams for effective execution of training programs

Preferred candidate profile

Technical Competencies

• Ability to conduct Training Need Analysis (TNA) and identify skill gaps
• Basic understanding of Mutual Funds, Insurance, and financial products
• Knowledge of training coordination and scheduling processes
• Ability to manage multiple training programs simultaneously
• Familiarity with MS Excel, PowerPoint, and virtual meeting platforms
• Basic knowledge of NISM certification processes
• Ability to create simple assessments (MCQs) and training materials

Behavioral Competencies

• Strong listening skills and ability to understand business requirements from branch teams
• Strong communication and coordination skills
• Good presentation and facilitation ability
• Attention to detail and strong organizational skills
• Proactive and responsible approach towards tasks
• Ability to manage stakeholders (AMC, internal teams, branches)
• Problem-solving mindset and ability to handle live session challenges
• Team player with a collaborative attitude

Specific Qualifications (if required)

• Graduate in any stream(Commerce/Finance preferred)
• NISM certification(preferred or willingness to complete)
• 2 + years of experience in training coordination / sales support / financial services