Effective Wealth Products Specialist

5 days ago

Ahmedabad, Gujarat, India beBeeTrainer Full time ₹ 18,00,000 - ₹ 25,00,000
Product Trainer Role

We seek a skilled Product Trainer to lead training sessions for Relationship Managers (RMs) on wealth management products and services.

The ideal candidate will be responsible for enabling RMs to become profit centers by providing comprehensive product knowledge, tools, and certifications required to serve High Net-Worth Individuals (HNIs) and institutional clients effectively.

Key Responsibilities:
  • Deliver detailed training sessions on wealth management solutions tailored for HNI and institutional clientele.
  • Provide ongoing support and guidance to new RMs, helping them integrate smoothly 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 HNI 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.
Qualifications and Skills:
  • Proven experience in wealth management, financial products, or similar domain.
  • Prior experience in training, coaching, or mentoring teams is highly desirable.
  • Strong understanding of HNI and institutional client needs and relationship-building strategies.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to simplify complex financial products and tailor messaging for diverse audiences.
  • Familiarity with certification requirements and compliance standards within the wealth management industry.
  • Self-motivated, result-oriented, and passionate about developing others.

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