Expert Trainer for Wealth Product Solutions

2 weeks ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

About this Opportunity

We are seeking an accomplished Trainer for Wealth Products to drive business growth through expert training, coaching, and mentoring. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.

Main Responsibilities

  • Product Training: Design and deliver impactful training programs focused on wealth management products and services.
  • Onboarding & Support: Provide ongoing support and guidance to new team members, helping them integrate smoothly into their roles and understand product offerings.
  • Performance Enablement: Monitor and follow up on team members' progress, ensuring they achieve business objectives and contribute to revenue growth.
  • Certification Preparation: Assist team members in preparing for relevant industry certifications and compliance requirements, offering resources, study plans, and coaching.
  • Sales Enablement: Teach team members 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 team members 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.

Required Qualifications & Skills

  • Prior experience in wealth management or a related field.
  • Proven training, coaching, or mentoring skills.
  • 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.

Benefits and Opportunities

This is a unique opportunity to make a lasting impact on our team's success while growing your career in a dynamic and supportive environment.

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