Financial Trainer Planner

1 day ago

HITEC City Hyderabad Telangana, India SubhShanti Wealth Full time

**Job Description - Financial Trainer & Planner**

**Position Title**: Financial Trainer & Planner
**Department**: Training & Development / Wealth Management Advisory
**Reports To**: MD
**Location**: Gachibowli Hi-tech city, Hyderabad
**Experience Required**: 1-3 Years
**Employment Type**: Full-Time

**Role Overview**:
**Key Responsibilities**:
**Training & Development**
- Design and deliver training programs on financial planning, investment strategies, and financial products.
- Conduct workshops, webinars, and onboarding sessions for internal teams and clients.
- Stay updated with regulatory guidelines, market trends, and financial instruments.
- Track training effectiveness and continuously improve content and delivery.

**Financial Planning & Advisory**
- Assess individual or corporate client financial goals and current financial status.
- Prepare customized financial plans covering budgeting, investments, tax, insurance, and retirement planning.
- Recommend suitable financial instruments based on client needs and risk appetite.
- Monitor portfolios and make revisions as needed due to market or life changes.
- Maintain long-term relationships and ensure excellent client service.

**Qualifications & Skills**:

- Bachelor's/Master’s degree in Finance, Commerce, Economics, or related field.
- Professional certifications like **CFP, CFA, or NISM** modules preferred.
- 1-3 years of experience in financial training, wealth advisory, or related roles.
- Excellent verbal and written communication skills with strong presentation ability.
- Proficient in MS Office, financial planning tools, and online training platforms.
- Strong analytical thinking, empathy, and client-centric approach.
- Passionate about both educating others and offering practical financial solutions.
- Comfortable speaking to groups as well as one-on-one with clients.
- Able to simplify complex financial jargon for different audience types.
- Maintains confidentiality and complies with industry regulations and ethics.

Pay: ₹30,000.00 - ₹50,000.00 per month

Schedule:

- Day shift

Work Location: In person

Expected Start Date: 10/06/2025

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