Trainer - Retail Banking

5 days ago


Mumbai, India Walchand PeopleFirst Ltd Full time

Objective of the Overview of Retail Banking course in CPBFI 3.0

The end objectives of the ‘Overview of Retail Banking’ course are:
- Every participant should be able to “pitch” a banking product as per customer needs. This means the participants should develop excellent understanding of banking need of different type of customers and banking products that can meet those needs. The participants should also develop communication skills, first, to extract the specific needs from the customers and then to explain the features of the recommended products and how those meet the specified needs.
The participant should develop good understanding of differentfunctions and roles inside a bank, such as business development, operations, customer service, underwriting, collection and so on. Along with roles and responsibilities and skill requirements for each of these roles.
The participants should gain good understanding of different banking processes covering all practical aspects such as documentation, authentication, checks and balances, regulatory requirements and so on. The participants should be able to visualize what tasks they would be expected to perform in various banking roles.

Qualifications & Experience

Post-Graduation/Graduation in Commerce, science or engineering.

MBA / post-graduation will be an added advantage.

Preferred Age - 35 - 65 years

Certification in advanced banking courses from reputed institutes would be an advantage.

Certification or Accreditation in training or facilitation would be an advantage.

Work Experience and Competencies

The trainer must have 3 to 5 years’ experience of working in a bank or a large NBFC, ideally in a retail business role and a thorough understanding of asset, liability and fee-based products, selling and other branch banking processes. Experience of working in a customer facing role is ideal.

The trainer must have 3 to 5 years of training experience. Corporate training experience would be an advantage.

Experience in induction training of new bank employees, working as a visiting faculty in colleges or management institutes would be an advantage.

The trainer should be familiar with different group training methodologies such as role plays, group discussion, group presentation, peer to peer learning and so on.

The trainer should be up to date with latest regulatory developments, especially those involving process changes (e.g. KYC) and technological advancement in retail banking.

We are looking for trainers who constantly upgrade their own knowledge and skills, can adapt their training delivery to their audience (trainees) and are willing to experiment with a view to enhance effectiveness of their training delivery. Our best trainers are able to lucidly explain technical concepts without using jargon.

The trainers should be well versed in English and fluent in the regional language. While the training would be conducted in English, trainers who explain the complex concepts in local language are more effective.



  • Mumbai, Maharashtra, India Sr Branch Manager Retail Banking Full time

    Job Title: Retail Banking Cluster ManagerAbout the Role:We are seeking an experienced and ambitious individual to join our team as a Sr. Branch Manager - Retail Banking. The successful candidate will be responsible for leading a team of sales professionals in achieving growth targets, managing day-to-day operations, and driving business results.Key...


  • Mumbai, Maharashtra, India Sr Branch Manager Retail Banking Full time

    Job Title: Leading Retail Banking Team Manager">">About the Role:">">We are seeking an experienced and motivated Sr Branch Manager Retail Banking to lead our retail banking team in Mumbai.">">Key Responsibilities:">">Develop and execute sales strategies to achieve growth targets, focusing on acquiring premium new-to-bank customers.Recruit, train, and coach a...


  • mumbai, India Sr Branch Manager Retail Banking Full time

    Branch Mgr - New Upcoming Flagship BranchesPan Mumbai- Most PreferredSouth Mumbai / Western MumbaiRetail Branch Banking Segment( Mumbai)Divyaa - 9137265848Sr. Key Responsibilities 1 Achieving growth and hitting sales targets by successfully managing the PCARM team for the cluster2 Designing and implementing strategic sales plan including marketing...

  • Retail Trainer

    7 months ago


    Mumbai, India Acme Services Full time

    Acme Services is Hiring for the Retail Trainer!! Location - Mumbai Experience - minimum 1 year CTC - 9 LPA Background - From luxury brand, retail brands, cosmetic brand. Kindly contact: Tanishka Das 9819334089 **Salary**: Up to ₹1,000,000.00 per year Ability to commute/relocate: - Bangalore, Karnataka: Reliably commute or planning to relocate...

  • Retail Trainer

    7 months ago


    Mumbai, Maharashtra, India DataScout International Consulting Pvt Ltd Full time

    **Position: Manager - Training Learning & Development (Retail Trainer)** Budget: Upto 12 LPA Location: Lower Parel, Mumbai We are looking for a Trainer professional to educate the multiple functional teams using various methods, like coaching, seminars and interactive activities. Trainer responsibilities include both functional skills that may be pertinent...


  • Mumbai, India IDFC FIRST Bank Full time

    **Role/ Job Title**: Trainer-Retail Liabilities **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of Work**: Mumbai **Job Purpose**: Our liabilities business is presently one of the fastest growing in the industry both in terms of customers and size of the book, coming on the back of superior product proposition and...


  • Mumbai, Maharashtra, India The Souled Store Full time

    Job DescriptionWe are seeking a highly skilled Retail Operations Trainer to join our team at The Souled Store. As a key member of our training department, you will play a vital role in empowering our retail staff with the knowledge and skills necessary to deliver exceptional customer service and drive operational efficiency.Key Responsibilities:Design and...


  • Mumbai, India Larsen & Toubro Infotech Limited Full time

    "Qualification : Graduate, Post Graduate in Business, Banking and finance. 1. 4-8 Years of experience in Corporate banking or Retail banking. 3. Hands on experience on Retail banking : Core, CASA, Branch, Interest & charges [Negative interest], Cash receipts, Liquidity management, Teller operations, Inhouse Clearing 4. Hands on experience on Corporate...


  • Mumbai, India H.K.Jewels Pvt.Ltd Full time

    **Kisna Diamond Jewellery has an opening for a Trainer specializing in Retail & Luxury product training.** Pay: From ₹85,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift - Weekend availability Ability to commute/relocate: - Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work...

  • Retail Sales Trainer

    4 weeks ago


    Navi Mumbai, Maharashtra, India Sublime Technocorp Pvt Ltd Full time

    **Job Description: Retail Sales Trainer** **Location**: Navi Mumbai **Salary**: ₹20,000/month **Experience**: 3+ years in BPO calling and sales If Interested connect me - 9137737544 **About Us**: At Sublime Technocorp, we strive to empower our team and partners by fostering growth and success in retail and technology-driven environments. We're seeking a...

  • Retail Trainer

    7 months ago


    Mumbai, Maharashtra, India Bright Future Full time

    FULL-TIME HEAD OFFICE 10 YEARS Freelancer Retails Trainer **Organization Overview** Bright Future (BF) is an NGO based in Mumbai that empowers youth to make informed decisions about their career and thus enables them to transform their passion into gainful employment through life skills development, career development, mentoring support, internships,...

  • Sales Trainer

    7 months ago


    Mumbai, India Fairpick Full time

    Greetings from Fairpick, We found your resume suitable for the position of Retail Sales Trainer. Please go through the below job description. **Position Title: Retail Sales Trainer** **Qualifications: Any Education** **Experience: 2+ Years** **Job Location: Mumbai (On Field)** **Responsibilities**: - Develop and design training programs for retail...


  • Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title - Sales Trainer-Training-Turbo Cross Sell Business - Retail Banking Place of Work - Thane/Airoli Function/Department - Turbo Cross Sell Key / Primary Responsibilities - Prepares new sales representatives by conducting orientation to sales process and products. Develops individual coaching plans and schedules orientation drive-alongs with...

  • Process Trainer

    3 days ago


    Navi Mumbai, India Melda HR Services Full time

    1) Require process trainer from Banking, Sales or Collection background, highly preferred from Banking/ Collection for one of the leading bank in India 3) 1+ years of Experience required as a trainer. 4) Age 25 to 35 can apply 5) Immediate Joiners preferred or Notice period of 15 days can also apply **Job Types**: Full-time, Regular /...

  • Process Trainer

    7 months ago


    Navi Mumbai, India Melda HR Services Full time

    1) Require process trainer from Banking, Sales or Collection Process, highly preferred from Banking/ BPO background for one of the leading bank in India 3) 1+ years of Experience required as a trainer. 4) Age 25 to 35 can apply 5) Immediate Joiners preferred or Notice period of 15 days can also apply 6) Location - Navi Mumbai **Job Types**: Full-time,...

  • Process Trainer

    7 months ago


    Navi Mumbai, India Melda HR Services Full time

    1) Require process trainer from Banking, Sales or Collection Process, highly preferred from Banking/ BPO background for one of the leading bank in India 3) 1+ years of Experience required as a trainer. 4) Age 25 to 35 can apply 5) Immediate Joiners preferred or Notice period of 15 days can also apply 6) Location - Ghansoli **Job Types**: Full-time,...

  • ICICI Bank

    2 weeks ago


    Mumbai, India ICICI Bank Ltd Full time

    Essential Services: Role & Location fungibilityAt ICICI Bank, we believe in serving our customers beyond our role definition, product boundaries, and domain limitations through our philosophy of customer 360-degree. In essence, this captures our belief in serving the entire banking needs of our customers as One Bank, One Team. To achieve this, employees at...


  • Mumbai, Maharashtra, India Axis Bank Full time

    **Team - Retail Assets, Bharat Banking, Enterprise Functions** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - VP/SVP**Is a Team leader?** - Y**Team Size**: **Grade**: - M/SM/AVP**Business**: - BSG**Department**: - BSG**Sub**Department**: - Retail Assets, Bharat Banking, Enterprise Functions**Location**: **About Business Solutions Group...


  • Mumbai, Maharashtra, India SVC Bank Full time

    SVC Co-operative Bank Ltd., formerly known as The Shamrao Vithal Co-operative Bank Ltd., is a 117-year rich, trusted institution, which is one of the leading Scheduled Urban Co-operative Bank with a total Business of the Bank is at Rs. 35,159.31 Crores as on March, 2024 and Net Profit increased by 23.73% to reach Rs. 218.16 Crores. The Bank has a strong...


  • Mumbai, Maharashtra, India SVC Bank Full time

    SVC Co-operative Bank Ltd., formerly known as The Shamrao Vithal Co-operative Bank Ltd., is a trusted institution with a legacy of over 117 years and counting. SVC Bank is one of the leading Multi-State Scheduled Urban Co-operative Bank with total business of ₹,159.31 Crores as on March 31, 2024 and a network of 198 branches spread across 11 States in...