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Wealth Management Training Specialist
2 weeks ago
Key responsibilities of a Product Trainer include onboarding, handholding, performance enablement, certification preparation, sales enablement, and continuous development. The ideal candidate will deliver comprehensive training sessions on wealth management products solutions tailored for HNI institutional clientele.
Successful candidates should have proven experience in wealth management financial products, prior experience in training coaching, or mentoring teams is highly desirable. Strong communication presentation skills are essential along with the ability to simplify complex financial products tailor messaging for diverse audiences.
The team operates branches across India, ensuring maximum advantage for customers' business partners. Headquartered in Kolkata, the organization focuses on addressing client needs with a 360-degree approach.
A successful Product Trainer will cater to High Net Worth Individuals (HNIs), Family offices, Corporate Treasuries, and Institutions. Our fair dealing policy complements our motto 'Your Trust is Our Wealth.'