Personal Finance Trainer

1 day ago

Mumbai Maharashtra, India 1 Finance Full time

Financial Concierge

Mumbai

5 - 8 Years Of Experience

No. of Openings - 1

**Responsibilities**:

- Prepare training content on financial products, financial planning, tax components, macroeconomics, customer query handling, FAQs by customers, about 1 Finance offering etc.
- Identifying the training needs of various roles and delivering training courses to employees across various levels within the organization
- Design and create training manuals, course materials, assessments
- Evaluate the employees’ progress and share feedback
- Maintain records of training activities and track employee progress
- Define the training strategies and schedules based on the organizational requirements
- Coordinate with external training providers for NISM, CWM, CFP certifications etc. to arrange specialized training when necessary
- Foster a positive learning environment and support a culture of continuous learning and development

**Skills**:

- Strong coaching and problem-solving skills.
- Excellent communication, interpersonal, and feedback-sharing abilities.
- Passion for ensuring a positive member experience.
- Strong organizational and time management skills.
- Ability to lead and motivate others in a learning environment.

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