Personal Finance Trainer

4 weeks ago


Mumbai, India 1 Finance Full time

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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