Personal Finance Trainer
2 weeks ago
Responsibilities:
- Prepare training content on financial products, holistic financial planning macroeconomics, customer query handling, FAQs by customers, about 1 Finance offering etc
- Identifying the training needs of various roles and delivering training courses to employees and partners across various levels
- Design and create training manuals, course materials, assessments
- Evaluate the employees’ progress and share feedback
- Maintain records of training activities and track employee progress.
- Define the training strategies and schedules based on the organizational requirements.
- Coordinate with external training providers for NISM, CWM, CFP Certifications etc to arrange specialized training when necessary
- Foster a positive learning environment and support a culture of continuous learning and development
Skills:
- Bachelor’s or Management degree in Finance or a related field
- CFP, CWM or NISM XA and XB certification will be an added advantage
- Excellent communication, presentation, and interpersonal skills
- Familiarity with financial products and macroeconomics
- Strong organizational and time management skills
- Ability to lead and motivate others in a learning environment
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Personal Finance Trainer
2 weeks ago
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