01Key Responsibilities
1. Strategic Partner Enablement & Field Leadership:- Serve as a business growth consultant to top-performing partners, shaping their long-term sales and expansion strategies.- Lead executive-level enablement interventions for high-potential distributors and their teams.- Establish customized coaching and productivity models based on partner maturity, market, and product focus.2. National Learning Strategy & Team Leadership:- Design and execute a pan-India learning roadmap covering investments, insurance, sales techniques, and regulatory knowledge.- Build and mentor a high-performing, geographically distributed training team.- Implement scalable training methodologies, hybrid delivery models, and impact measurement frameworks.3. Thought Leadership & Content Innovation:- Create and own a centralized knowledge framework for all investment and insurance content.- Translate complex regulatory changes, market shifts, and financial insights into partner-ready, actionable formats.- Lead content innovation across video, digital learning, micro-modules, and real-time field enablers.4. Technology-Driven Sales Enablement:- Drive tech adoption across the partner ecosystem, including CRM platforms, analytics tools, and digital sales journeys.- Collaborate with Sales, Product, Tech, and Marketing teams to ensure that learning and enablement are embedded into partner tools.- Conduct strategic sessions on using data and tech for client retention, upsell, and wallet expansion.5. Performance Intelligence & Partner Success Metrics:- Set up a robust mechanism to track partner performance and learning ROI.- Identify patterns of underperformance and proactively create strategic capability interventions.- Work closely with Sales and Distribution leaders to align learning with business KPIs and partner lifetime value.6. Market & Regulatory Intelligence:- Stay ahead of SEBI/IRDA/AMFI regulations, competitor strategy, and product innovation.- Act as a go-to expert for internal teams on market evolution and readiness.- Disseminate strategic insights that help partners future-proof their business.7. Cross-functional Collaboration & Culture Building:- Partner closely with Sales, Product, Marketing, and Tech teams to align learning priorities with business goals.- Lead the mindset shift toward insight-led selling and structured partner development.- Champion a learning-first culture across internal teams and external partners-where sales success is powered by capability, coaching, and clarity.Ideal Candidate Profile:- 7 years of experience in Mutual Fund Training, Sales, or Product roles within Asset Management, Financial Services, or WealthTech.- Strong business orientation with proven success in distributor transformation, sales enablement, or channel growth.- Mandatory and deep subject matter expertise in Mutual Funds, Insurance (Life & Health), and partner-facing regulatory environments.- Outstanding communication and facilitation skills in English and Hindi; comfortable with senior partner conversations and experience in handling online sessions- Comfortable with travel for offline sessions, including field immersion and high-touch partner interactions.- Track record of leading teams, owning strategy, and working cross-functionally with business heads. .
