Wealth Products Specialist

2 days ago

Bhavnagar, Gujarat, India beBeeTraining Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

We are seeking a skilled professional to fill the role of Product Trainer – Wealth Products. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for high net worth individuals and institutional clients.

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Key Responsibilities:

  • Product Training: Deliver in-depth training sessions on wealth management products and solutions, ensuring RMs have the knowledge and tools required to serve HNI and institutional clients effectively.
  • Onboarding & Handholding: Provide continuous support and guidance to new RMs, helping them integrate smoothly into their roles and understand product offerings.
  • Performance Enablement: Monitor and follow up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.
  • Certification Preparation: Assist RMs in preparing for relevant industry certifications and compliance requirements, offering resources, study plans, and coaching.
  • Sales Enablement: Teach RMs effective pitching techniques and client engagement strategies, focusing on relationship building, trust, and value-based selling to HNI and institutional clients.
  • Continuous Development: Provide feedback, coaching, and remedial training where necessary to help RMs overcome challenges and enhance their skills.
  • Performance Tracking: Collaborate with management to track performance metrics, identify gaps, and implement corrective action plans to drive results.

Requirements:

  • Proven experience in wealth management 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.
  • 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-motivated, result-oriented, and passionate about developing others.

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