Wealth Products Trainer

2 days ago


Mysore, Karnataka, India beBeeProductSpecialist Full time ₹ 18,00,000 - ₹ 25,00,000
Job Title

A Product Trainer - Wealth Products is needed to deliver comprehensive training sessions on wealth management products, solutions, and services.

  • Deliver detailed product knowledge and enablement for Relationship Managers (RMs).
  • Provide continuous guidance and support to new RMs.
  • Monitor RM progress and ensure achievement of business objectives.
  • Prepare RMs for industry certifications and compliance requirements.
  • Teach effective pitching techniques and client engagement strategies.
Key Responsibilities:
  • Wealth Management Expertise: Proven experience in wealth management or similar domains.
  • Training & Development: Prior experience in training, coaching, or mentoring teams highly desirable.
  • Client Relationships: Strong understanding of High Net Worth Individual (HNI) and institutional client needs and relationship-building strategies.
  • Communication Skills: Excellent communication, presentation, and interpersonal skills.
  • Simplification: Ability to simplify complex financial products and tailor messaging for diverse audiences.
  • Industry Knowledge: Familiarity with certification requirements and compliance standards within the wealth management industry.
  • Personal Qualities: Self-motivated, result-oriented, and passionate about developing others.


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