Wealth Management Training Specialist

3 days ago

Ajmer, Rajasthan, India beBeeTrainer Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

**Product Trainer – Wealth Products Role**

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 while ensuring they are equipped with the knowledge, tools, and certifications required to serve High Net-Worth Individuals (HNIs) and institutional clients effectively.

The key responsibilities of this role include:

  • Delivering comprehensive training sessions on wealth management products, solutions, and services tailored for HNI and institutional clientele.
  • Providing continuous support and guidance to new RMs, helping them integrate smoothly into their roles and understand product offerings.
  • Monitoring and following up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.
  • Assisting RMs in preparing for relevant industry certifications and compliance requirements, offering resources, study plans, and coaching.
  • Teaching RMs effective pitching techniques and client engagement strategies, focusing on relationship building, trust, and value-based selling to HNI and institutional clients.
  • Providing feedback, coaching, and remedial training where necessary to help RMs overcome challenges and enhance their skills.
  • Collaborating with management to track performance metrics, identify gaps, and implement corrective action plans to drive results.

**Essential Qualifications & Skills:**

  • A proven experience in wealth management, financial products, or similar domain.
  • Prior experience in training, coaching, or mentoring teams is highly desirable.
  • A strong understanding of HNI and institutional client needs and relationship-building strategies.
  • Excellent communication, presentation, and interpersonal skills.
  • The ability to simplify complex financial products and tailor messaging for diverse audiences.
  • Familiarity with certification requirements and compliance standards within the wealth management industry.
  • Self-motivation, result-orientation, and a passion for developing others.

**Benefits:**

  • Opportunities for career growth and professional development.
  • Competitive compensation package.
  • Collaborative work environment.

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