Client Training Associate

4 weeks ago


Chennai, Tamil Nadu, India FE fundinfo Full time

At FE fundinfo, we are seeking a skilled Client Training Associate to join our Client Experience team. As a key member of our team, you will collaborate with the Client Training Consultant team to deliver engaging and effective training sessions on our product. Your role will include providing ongoing support and feedback to clients, helping them achieve their learning goals and maximize satisfaction.

Your key responsibilities will include:

  • Designing and developing training materials, such as manuals, videos, and FAQs, using various tools and platforms.
  • Conducting live and recorded training sessions for clients on how to use our products, covering topics such as installation, configuration, functionality, troubleshooting, and updates.
  • Evaluating the effectiveness of the training sessions and materials, using surveys and feedback forms.
  • Maintaining and updating the training content, ensuring that it is accurate, relevant, and engaging.
  • Collaborating with our internal teams to understand the product features, client needs, and best practices.
  • Staying updated on the latest trends and developments in the product adoption and training fields.

As a Client Training Associate, you will have the opportunity to work closely with our product, sales, and customer success teams to ensure training content aligns with product features, client needs, and best practices. You will also participate in support processes to understand client needs and inform training requirements.

To be successful in this role, you will need:

  • A bachelor's degree in any field.
  • A minimum of 2 years of experience in a role that involves delivering training programs, preferably for software products.
  • Excellent communication and presentation skills, with the ability to explain complex concepts in a clear and concise manner.
  • Proficiency in using various tools and platforms for creating and delivering training content, such as Word, PowerPoint, Microsoft Teams, and video editing software.
  • A general knowledge of the financial domain and specifically, fund data is an added advantage.

We offer a range of benefits, including 24 days holiday, paid study leave, enhanced paternity and maternity leave, and statutory benefits. You will also have access to full LinkedIn Learning and meal cards.



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