Financial Services Training Specialist

1 day ago

Aligarh, Uttar Pradesh, India beBeeTraining Full time ₹ 12,00,000 - ₹ 16,00,000
Job Title: Training Facilitator

We are a leading financial services platform committed to providing customer-centric solutions that empower individuals to better manage their finances.

Built on the foundation of innovation and cutting-edge technology, our mission is to create a seamless and user-friendly experience for our customers.

We strive to make managing money easier by harnessing the power of data analytics and assembling a diverse team of creative thinkers and industry experts who share our vision for a more accessible, transparent, and inclusive financial ecosystem.

Key Responsibilities:
  • To conduct effective onboarding and induction programs for new joiners, ensuring a smooth transition into the organization.
  • To deliver comprehensive training on soft skills, process, product, and systems, enabling employees to excel in their roles.
  • To evaluate learning effectiveness through assessments, quizzes, and role-plays, identifying areas for improvement.
  • To collaborate with Quality and Operations teams to identify performance gaps and design targeted refresher sessions and skill-enhancement modules.
  • To track pre- and post-training performance to measure impact and efficacy, providing actionable insights to stakeholders and leadership.
  • To create and manage product knowledge tests for front-line and supervisory teams, ensuring they are equipped to provide exceptional customer service.
  • To conduct Supervisor Readiness assessments to evaluate leadership competencies and periodically update assessments in line with process or product changes.
  • To stay abreast of new product launches, policy updates, and process changes, conducting timely refresher training for impacted stakeholders.
  • To partner with Product, Process, and Compliance teams to ensure accuracy and relevance of training content.
  • To maintain up-to-date training dashboards, attendance logs, and test results, generating regular reports on training coverage, scores, and intervention effectiveness.
Requirements:
  • Bachelor's degree in any discipline.
  • Minimum 4-6 years of experience in training delivery, preferably in customer service or product-based environments.
  • Strong communication and facilitation skills.
  • Proficiency in MS Excel, PowerPoint, and LMS platforms.
  • Exposure to QA and performance improvement frameworks is a plus.

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