Training Manager-Cross Sell COE

5 days ago

Kolkata, West Bengal, India Weekday AI Full time US$ 90,000 - US$ 1,20,000 per year

This role is for one of Weekday's clients

Min Experience: 7 years

Location: Kolkata

JobType: full-time

Requirements

We are seeking an experienced Training Manager – Cross Sell COE to lead, design, and deliver high-impact training programs across all financial products. The role focuses on batch certification, first-month agent performance, and driving sales capability across multiple business verticals. The ideal candidate will have extensive experience in training management within BFSI, with proven expertise in developing trainers, engaging trainees, and improving sales effectiveness.

Job Purpose

To ensure training excellence by preparing sales trainers for effective product and process delivery, certifying training batches, and enabling new agents to achieve performance benchmarks in their first month. This includes managing the training calendar in alignment with business goals, updating content, and supporting the organization's financial outcomes through structured capability-building initiatives.

Key Roles & Responsibilities

1. Training & Certification

  • Manage and execute training batch certification to ensure quality and readiness before deployment.
  • Assess and track first-month performance of new agents, identifying gaps and implementing corrective actions.
  • Conduct onboarding, induction, and refresher training programs covering all financial products.

2. Trainer Development

  • Prepare sales trainers to deliver effective product knowledge and sales process training.
  • Monitor live training sessions, provide feedback, and conduct skill enhancement workshops for trainers.
  • Develop coaching frameworks to strengthen delivery, engagement, and assessment techniques.

3. Trainee Engagement & Coaching

  • Build personalized coaching plans for underperforming agents, leveraging feedback and performance metrics.
  • Implement interactive learning techniques to improve trainee participation and retention.
  • Foster a positive learning environment that encourages continuous development.

4. Content & Calendar Management

  • Create and maintain the training calendar to meet evolving business needs and sales targets.
  • Update training materials, knowledge repositories, and e-learning content based on product updates and compliance requirements.
  • Track knowledge content usage and ensure uniformity in delivery across all training teams.

5. Collaboration & Quality Improvement

  • Work closely with Quality teams to identify common performance gaps and build rebuttals, FAQs, and tools to address them.
  • Partner with Sales, Product, and Operations teams to ensure alignment between business priorities and training initiatives.
  • Develop structured training plans linked to measurable financial and productivity outcomes.
Required Skills & Qualifications
  • Education: Bachelor's/Master's degree; training certifications preferred.
  • Experience: Minimum 7+ years in training management within BFSI or financial product sales.
  • Strong understanding of all financial products (banking, insurance, investments, loans, credit cards, etc.).
  • Proven expertise in training needs analysis, content development, and performance coaching.
  • Excellent communication, facilitation, and interpersonal skills.
  • Strong organizational abilities to manage multiple training initiatives simultaneously.
  • Proficiency in MS Office, LMS platforms, and digital training tools.

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