Financial Training
1 week ago
Company Description
With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.
We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto – “Your Trust is Our Wealth”.
Headquartered in Kolkata and branches across India, we have become a household name among Treasury teams and CFOs. Our skilled and committed team of professionals ensures maximum advantage for our customers and business partners.
Website - www.aumcap.com
Role Description
To provide comprehensive financial education and training to employees or clients, ensuring they understand financial concepts, tools, and strategies.
- Training Program Development: Create and customize training materials and programs on topics such as financial planning, investment strategies, and budgeting.
- Training Delivery: Conduct training sessions, workshops, and seminars to upskill individuals on financial concepts and tools.
- Assessment & Feedback: Evaluate participant understanding through assessments and feedback, ensuring training effectiveness.
- Knowledge Update: Stay updated on financial regulations, trends, and new tools to incorporate the latest information into training programs.
- Engagement & Retention: Foster continuous learning by ensuring engagement and retention of financial knowledge among participants.
- Tracking Progress: Monitor and report on the progress of trainees, offering additional support when needed.
Qualifications
- Supervisory Skills, Training & Development, and Training skills
- Communication and Customer Service skills
- Experience in training and retention programs
- Ability to lead and motivate a team
- Strong organizational and problem-solving skills
- Bachelor's degree in Human Resources, Psychology, Business, or related field is a plus.
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