Wealth Management Product Trainer

2 weeks ago

Tirupati, Andhra Pradesh, India beBeeProduct Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Role Summary:

">

We are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will have proven experience in wealth management, financial products, or similar domain, prior experience in training, coaching, or mentoring teams is highly desirable.

">Key Responsibilities:
  • Deliver comprehensive training sessions on wealth management products, solutions, and services tailored for HNI and institutional clientele.
  • Provide continuous 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.
">

Requirements:

">
  • 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.
  • Able 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.
">

What We Offer:

">

Our company offers a dynamic and challenging work environment, opportunities for professional growth and development, and a competitive compensation package.

"],

  • Wealth Manager

    7 days ago

    Tirupati, Andhra Pradesh, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000

    About UsAs a leading financial services company, we specialize in simplifying wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.Our transparent, data-backed, and objective-driven approach to financial success focuses on wealth creation, risk management, tax planning, and estate planning.Certified as a 'Great Place to Work,'...

  • Wealth Acquisition Manager

    1 week ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Real Estate Investment ProfessionalWe are seeking a highly skilled and motivated professional to join our team as a Real Estate Investment Specialist. In this role, you will be responsible for building relationships with High Net Worth Individuals (HNIs) interested in real estate investments.Key Responsibilities:Lead Generation & ProspectingIdentify and...

  • Senior Wealth Management Specialist

    2 weeks ago

    Tirupati, Andhra Pradesh, India beBeeWealth Full time ₹ 15,00,000

    Role: Relationship Manager - WealthWe are seeking an accomplished wealth management professional to drive business growth and deliver exceptional client service.Key Responsibilities:Client Acquisition and Relationship Management: Identify, acquire, and manage high net worth individual clients to ensure seamless service delivery and drive business...

  • Wealth Management Professional

    6 days ago

    Tirupati, Andhra Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 4,00,00,000

    Senior Financial Advisor - Wealth ManagementWe are seeking a seasoned Senior Financial Advisor to join our team and play a pivotal role in shaping the financial futures of high-net-worth individuals.This is an exciting opportunity to leverage your expertise in wealth management, financial planning, and relationship-building to drive business growth and...

  • Global Wealth Strategist

    7 days ago

    Tirupati, Andhra Pradesh, India beBeeWealthDirector Full time ₹ 25,00,000 - ₹ 35,00,000

    Are you a seasoned professional looking to drive growth in the wealth management division of a pioneering fintech platform? Do you have a passion for empowering individuals and family offices to unlock global investment opportunities?This is an exciting opportunity to leverage your expertise in portfolio management, regulatory compliance, and investment...

  • Digital Wealth Platform Specialist

    1 week ago

    Tirupati, Andhra Pradesh, India beBeeExpert Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    We are seeking a skilled professional to lead the implementation of our Digital Wealth platform.Job RequirementsThe ideal candidate will have extensive experience in wealth management, private banking, or investment advisory, with a strong understanding of investment products and portfolio performance metrics.10+ years of experience in wealth management,...

  • Wealth Management Director

    1 week ago

    Tirupati, Andhra Pradesh, India beBeeDirector Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Findoc is seeking a seasoned professional to lead its Premier Client Group (PCG) Desk. The ideal candidate will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.This role requires a deep understanding of financial products such as PMS, AIFs, bonds, mutual...

  • Wealth Management Systems Architect

    2 weeks ago

    Tirupati, Andhra Pradesh, India beBeeDeveloper Full time ₹ 18,00,000 - ₹ 24,00,000

    Job DescriptionRuDo Wealth is a digital wealth management platform catering to mass affluent NRIs.Our mission is to simplify wealth creation by democratizing financial advisory, making it accessible and affordable.We are seeking an experienced Backend Architect to design and develop the robust backend infrastructure that powers our wealth management...

  • Senior Wealth Management Professional

    1 week ago

    Tirupati, Andhra Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Our company is a leading fintech platform transforming the way new-age Indians manage their finances.About the RoleWe are seeking an experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored...

  • Senior Manager/Chief Manager

    1 week ago

    Tirupati, Andhra Pradesh, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Senior Manager/Chief ManagerWe are seeking a highly skilled and experienced Senior Manager/Chief Manager to join our team. As a key member of our organization, you will be responsible for providing solutions to clients based on their requirements.The ideal candidate will have excellent socializing and relation-building skills, as well as strong...