Financial Services Training Professional

18 hours ago

Surat, Gujarat, India beBeeTrainer Full time ₹ 8,00,000 - ₹ 12,00,000
About Us

We are a cutting-edge financial services platform that empowers individuals to improve their relationship with money.

Our mission is to provide seamless and user-friendly products related to banking, loans, and investments. We leverage technology to cut through the banking jargons, offer smart insights based on spending, and provide users with a range of new age features to enable and make sense of their finances.

Our Journey

Our journey began in 2019 with a simple yet powerful idea: to create a modern, customer-centric experience that empowers individuals when it comes to their money.

In 2021, we launched with a waitlist of over 100,000 people eager to experience our world. Within 10 months, we crossed 1 million users, and today, we have 2.7 million happy users.

We've strived relentlessly to make managing money easier. Our Insights feature automatically tracks how much and where you've been spending, even on other savings accounts. Our Edge CSB Bank RuPay credit card has received praise for its transparent design and rewarding experience. Our No-Penalty SIP and Daily SIP at Rs 10 have helped scale our investments business.

Our Team

We're now looking for like-minded professionals to join our crew. As a Trainer, you'll be integral in improving performance through structured training interventions, product knowledge assessments, and continuous upskilling.

Roles and Responsibilities:
  • New Hire Training: Conduct onboarding and induction programs for new joiners, deliver training on soft skills, process, product, and systems, ensure smooth assimilation into company culture, policies, and tools, evaluate learning effectiveness through assessments, quizzes, and role-plays.
  • Training Need Interventions (TNI): Collaborate with Quality and Operations teams to identify performance gaps, design and execute targeted refresher sessions and skill-enhancement modules, track pre- and post-training performance to measure impact and efficacy.
  • Product Knowledge & Supervisor Assessments: Create and manage product knowledge tests for front-line and supervisory teams, conduct Supervisor Readiness assessments to evaluate leadership competencies, periodically update assessments in line with process or product changes.
Requirements:
  • Bachelor's degree in any discipline.
  • Minimum 4-6 years of experience in training delivery, preferably in customer service or product-based environments.
  • Strong communication and facilitation skills.
  • Proficiency in MS Excel, PowerPoint, and LMS platforms.
  • Exposure to QA and performance improvement frameworks is a plus.
Skills:
  • Public speaking & facilitation
  • Instructional design fundamentals
  • Kirkpatrick model and 360° feedback evaluation
  • Stakeholder collaboration
  • Analytical thinking
  • Coaching and feedback delivery
  • Attention to detail in documentation and reporting
Benefits:
  • This role offers opportunities for growth and development, working with a talented team, and contributing to a dynamic organization.

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