Financial Trainer

Job Description: Financial TrainerJob Title

Financial Trainer / Training & Development Executive

Department: Learning & Development / Human Resources

Location: [City / Office Location or Remote]

Reports To: Training Manager / HR Head / Business Head

Employment Type: [Full-Time / Part-Time / Contract]

Job Summary

We are looking for a knowledgeable and engaging Trainer to join our team in the finance domain. The ideal candidate will be responsible for designing, delivering, and evaluating training programs for employees, sales staff, and channel partners. You will play a key role in enhancing financial knowledge, improving product understanding, and developing skills that drive business growth.

Key Responsibilities

·       Design and deliver training sessions on financial products, services, compliance, and selling techniques.

·       Create engaging training materials such as presentations, manuals, case studies, and assessments.

·       Conduct onboarding training for new employees and refresher training for existing staff.

·       Evaluate training effectiveness through feedback, assessments, and performance tracking.

·       Stay updated with the latest financial regulations, products, and market trends.

·       Collaborate with department heads to identify training needs and develop customized programs.

·       Maintain training records and generate reports on training outcomes and employee performance.

·       Organize classroom-based, virtual, and on-the-job training sessions as needed.

·       Ensure compliance training is regularly conducted and up-to-date as per regulatory requirements (e.g., SEBI, RBI, IRDAI, etc.).

·       Mentor and support learners during their development process.

Requirements

·       Bachelor's degree in Finance, Commerce, Business, or a related field (MBA/PGDM preferred).

· –5 years of experience in training, preferably in BFSI (Banking, Financial Services & Insurance) sector.

·       Strong knowledge of financial products like mutual funds, insurance, loans, investment instruments, etc.

·       Excellent presentation, communication, and interpersonal skills.

·       Proficient in MS Office (especially PowerPoint), and familiarity with LMS (Learning Management Systems).

·       Ability to train both in-person and virtually.

Preferred Qualifications

·       NISM / AMFI / IRDA certifications.

·       Experience in a customer-facing or sales training role.

·       Knowledge of regional languages (if applicable).

How to Apply:

Send your resume to with the subject: Application

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