Wealth Management Specialist

4 days ago


Kollam, Kerala, India beBeeTraining Full time ₹ 9,00,000 - ₹ 15,00,000
Product Trainer - Wealth Products

As a Product Trainer – Wealth Products, you will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services to new Relationship Managers (RMs).

  • Key Responsibilities:
  • Develop and deliver tailored training programs for RMs on wealth management products, solutions, and services.
  • Provide ongoing support and guidance to RMs as they integrate into their roles and understand product offerings.
  • Monitor and follow up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.
  • Assist RMs in preparing for relevant industry certifications and compliance requirements, offering resources, study plans, and coaching.
  • Teach RMs effective pitching techniques and client engagement strategies, focusing on relationship building, trust, and value-based selling to High Net-Worth Individuals (HNIs) and institutional clients.
  • Provide feedback, coaching, and remedial training where necessary to help RMs overcome challenges and enhance their skills.
  • Collaborate with management to track performance metrics, identify gaps, and implement corrective action plans to drive results.


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