Sales Trainer

1. Full Job Description

Role: HR & Training Executive (HR + Trainer)

About usAnant Finserv is a Kolkata-based wealth management firm serving HNI and UHNI families. Through Labyrinth Fintech LLP, Business Partner of Motilal Oswal Financial Services, we advise clients across mutual funds, PMS, AIF, SIF, direct equity and structured products. We are growing our team of relationship managers, business developers, dealers and operations staff, and want one person to hire them well and train them to perform.

Role summary

You will run two connected functions. As HR, you will own the hiring pipeline, onboarding and day-to-day people administration. As Trainer, you will make sure every new and existing team member knows our products, clears the required NISM certifications, and can handle HNI clients with confidence. Your success is measured by how fast we hire the right people and how quickly they become productive.

Key Responsibilities

HR

• Run end-to-end recruitment for RM, BDM, dealer, investment desk and operations/CRM roles: job posts on Naukri, LinkedIn and referrals, resume screening, interview scheduling, and coordination of Round 1 (Sunny Dey, EA to MD) and Round 2 (Founder & CEO).
• Manage onboarding: offer letters, joining documents, induction plan for the first 30 days, and NISM certification tracking for every new joiner.
• Handle HR administration: attendance, leave, employee records, payroll inputs, policy communication and exit formalities.
• Support performance reviews, monthly target and incentive tracking, and appraisal cycles with team leads.
• Drive employee engagement and retention; keep a record of attrition reasons and act on them.

Training

• Design and deliver induction training on our full product range — mutual funds (regular plans), PMS, AIF, SIF, direct equity and structured products — and on Motilal Oswal platforms and processes.
• Conduct sales and client-handling workshops: pitching, role-plays, objection handling, portfolio review meetings and CRM discipline.
• Hold weekly product-update sessions whenever new funds, PMS strategies or platform features are launched.
• Build and maintain a training library: decks, SOPs, quizzes and recorded sessions; measure training effectiveness through tests and on-the-job results.
• Support the firm's client seminars and financial literacy sessions as co-presenter or coordinator when required.
• 2+ years in HR/recruitment, including at least 1 year delivering training (classroom or online), preferably in BFSI.
• Strong presentation and facilitation skills; comfortable training groups of 5–25 people.
• Good working knowledge of MS Excel, PowerPoint and Google Workspace.
• English required; Bengali and/or Hindi strongly preferred.
• Good-to-haveHR or training experience at a broking house, wealth firm, AMC, private bank or insurance company.
• Train-the-trainer or soft-skills certification.
• Experience with Naukri/LinkedIn Recruiter and an HRMS or payroll tool.
• Experience organising seminars or events.