Financial Products Trainer
7 months ago
Role**:Financial Products Trainer**
Education: Bachelors/Masters
Experience: 10-15 years
Location: Surat
**Salary**: 12 LPA - 15 LPA
Roles & Responsibilities
**1) Financial Products Expertise**:
- Maintain in-depth knowledge of various financial products and services, including but not limited to investment products - Mutual Funds, PMS, Bonds, FD’s etc, insurance products and wealth management solutions as well.
- Stay updated with industry regulations, market trends in the financial sector.
**2) Training Program Development / Content Preparation**:
- Assess the specific training needs of financial sales persons based on their knowledge, market demands, product updates, and industry changes.
- Develop comprehensive need based training programs tailored towards the requirement of the organisation.
- Create engaging and informative training materials, presentations, case studies, and simulations.
- Developing content from time to time required to upgrade the skills of employees in terms of technical knowledge.
- Identify outsourcing of vendors who can create relevant / quality content as per need of organisation.
**3) Training Delivery**:
- Conduct training sessions for financial sales teams, focusing on product knowledge, sales techniques, compliance guidelines, and client relationship management.
- Utilize interactive training methods, such as workshops, role-playing scenarios, and real-life case studies, to enhance learning and retention.
- Provide individual coaching and feedback to sales representatives to improve them product understanding and selling skills.
- Identify good quality trainers who can deliver training on the technical front, if required.
**4) Performance Evaluation and Feedback**:
- Assess the effectiveness of training programs by evaluating sales team performance, client feedback, and sales metrics.
- Provide constructive feedback to sales representatives and adjust training programs based on performance outcomes and market feedback.
**5) Professional Development**:
- Stay informed about emerging financial products, investment strategies, and market trends.
- Attend industry conferences, workshops, and training sessions to continuously enhance personal knowledge and training techniques.
Required skills & knowledge
- **investment products - Mutual Funds, PMS, Bonds, FD’s etc, insurance products and wealth management solutions as well.**
**Salary**: ₹100,000.00 - ₹125,000.00 per month
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Surat, Gujarat: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 10 years (preferred)
- Investment products: 8 years (preferred)
- Financial Products Trainer: 5 years (preferred)
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