Financial Wealth Products Specialist

4 days ago


Alleppey, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers.

Key Responsibilities:

  • Product Training: Deliver comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.
  • Onboarding & Handholding: Provide continuous support and guidance to new RMs, helping them integrate smoothly into their roles and understand product offerings.
  • Performance Enablement: Monitor and follow up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.
  • Certification Preparation: Assist RMs in preparing for relevant industry certifications and compliance requirements, offering resources, study plans, and coaching.
  • Sales Enablement: Teach RMs effective pitching techniques and client engagement strategies, focusing on relationship building, trust, and value-based selling to HNI and institutional clients.
  • Continuous Development: Provide feedback, coaching, and remedial training where necessary to help RMs overcome challenges and enhance their skills.


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