Expert Wealth Solutions Trainer

10 hours ago

Aurangabad, Maharashtra, India beBeeWealth Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Title:

Product Trainer - Wealth Products

Overview:

A trusted advisor for High Net-Worth Individuals (HNIs), Family Offices, Corporate Treasuries, and Institutions across India seeks an experienced Product Trainer to train and enable Relationship Managers in wealth management products, solutions, and services.

Key Responsibilities:
  • Wealth Management Training: Deliver comprehensive training sessions on wealth management products and solutions tailored for HNI and institutional clientele.
  • RMs Support: Provide continuous support and guidance to new RMs, helping them integrate smoothly into their roles and understand product offerings.
  • Progress Monitoring: Monitor and follow up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.
  • Certification and Compliance: Assist RMs in preparing for relevant industry certifications and compliance requirements, offering resources, study plans, and coaching.
  • Pitching and Client Engagement: Teach RMs effective pitching techniques and client engagement strategies, focusing on relationship building, trust, and value-based selling to HNI and institutional clients.
  • Feedback and Coaching: Provide feedback, coaching, and remedial training where necessary to help RMs overcome challenges and enhance their skills.
Requirements:
  • Experience: Proven experience in wealth management, financial products, or similar domain.
  • Understanding: Strong understanding of HNI and institutional client needs and relationship-building strategies.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively with RMs and other stakeholders.

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