Sales Trainer

4 weeks ago

Mumbai, India equentis Full time
Job Description for a Process and Sales Trainer

BFSI (Banking, Financial Services, and Insurance) industry

3–4 years of experience and strong content creation skills

Job Title:

Process and Sales Trainer – BFSI Industry Location:

Mumbai Experience:

3–4 years Job Type:

Full-Time Department:

Learning & Development / Sales Training

About the Role We are seeking a dynamic and experienced Process and Sales Trainer to join our team in the BFSI domain. The ideal candidate will have a strong understanding of financial products and services, a passion for learning and development, and proven expertise in creating impactful training content. This role requires someone who can train sales and operations teams in both process and product knowledge, enabling performance improvement and business growth.

Key Responsibilities • Deliver engaging and effective training sessions on sales techniques, product knowledge, and process compliance to sales and support teams. • Create, update, and manage high-quality training content including content creation, e-learning modules, SOPs, and job aids. • Collaborate with sales leaders and process owners to identify training needs and align programs with business goals. • Conduct onboarding training for new hires and refresher training for existing employees. • Monitor and evaluate training effectiveness through feedback, assessments, and performance data to ensure continuous improvement. • Stay up to date with industry trends, product updates, and compliance changes to ensure training remains relevant and accurate. • Maintain training MIS and reports, track participation and performance metrics.

Key Requirements • Bachelor’s degree (preferably Finance, Business Administration, or related field). • 3–4 years of experience in training delivery and content development, preferably in the BFSI sector. • Strong understanding of BFSI products, sales processes, and regulatory requirements. • Proven ability to create engaging training content (presentations, guides, e-learning, assessments). • Excellent communication, presentation, and facilitation skills. • Proficiency in MS Office and familiarity with learning management systems (LMS). • Strong analytical and organizational skills.

Why Join Us? Be a part of a forward-thinking BFSI organization that values continuous learning and innovation. You’ll have the opportunity to shape learning journeys, influence business success, and grow your career in a supportive environment

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