Financial Products Trainer

5 days ago

Surat, India Auraa Solutions Full time

Role**:Financial Products Trainer**

Education: Bachelors/Masters

Experience: 10-15 years

Location: Surat

**Salary**: 12 LPA - 15 LPA

Roles & Responsibilities

**1) Financial Products Expertise**:

- Maintain in-depth knowledge of various financial products and services, including but not limited to investment products - Mutual Funds, PMS, Bonds, FD’s etc, insurance products and wealth management solutions as well.
- Stay updated with industry regulations, market trends in the financial sector.

**2) Training Program Development / Content Preparation**:

- Assess the specific training needs of financial sales persons based on their knowledge, market demands, product updates, and industry changes.
- Develop comprehensive need based training programs tailored towards the requirement of the organisation.
- Create engaging and informative training materials, presentations, case studies, and simulations.
- Developing content from time to time required to upgrade the skills of employees in terms of technical knowledge.
- Identify outsourcing of vendors who can create relevant / quality content as per need of organisation.

**3) Training Delivery**:

- Conduct training sessions for financial sales teams, focusing on product knowledge, sales techniques, compliance guidelines, and client relationship management.
- Utilize interactive training methods, such as workshops, role-playing scenarios, and real-life case studies, to enhance learning and retention.
- Provide individual coaching and feedback to sales representatives to improve them product understanding and selling skills.
- Identify good quality trainers who can deliver training on the technical front, if required.

**4) Performance Evaluation and Feedback**:

- Assess the effectiveness of training programs by evaluating sales team performance, client feedback, and sales metrics.
- Provide constructive feedback to sales representatives and adjust training programs based on performance outcomes and market feedback.

**5) Professional Development**:

- Stay informed about emerging financial products, investment strategies, and market trends.
- Attend industry conferences, workshops, and training sessions to continuously enhance personal knowledge and training techniques.

Required skills & knowledge
- **investment products - Mutual Funds, PMS, Bonds, FD’s etc, insurance products and wealth management solutions as well.**

**Salary**: ₹100,000.00 - ₹125,000.00 per month

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Surat, Gujarat: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 10 years (preferred)
- Investment products: 8 years (preferred)
- Financial Products Trainer: 5 years (preferred)

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