Trainer of Wealth Products

2 days ago

Greater Kolkata Area, India AUM Capital Market Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

JOB SUMMARY

AUM Capital is looking for an experienced Wealth Product

Trainer to lead the training and development of our wealth management team. The role involves imparting in-depth knowledge of wealth products, mentoring new joiners, supporting them in portfolio management and client engagement, and tracking their performance on key benchmarks.

The
primary responsibilities

of the Trainer will be to:

· Deliver structured training programs on various wealth management products (mutual funds, PMS,

AIFs, bonds, insurance, etc.).

· Provide onboarding training and continuous handholding to new joiners.

· Guide RM/BDEs in portfolio construction, asset allocation, and product selection.

· Coach team members on client pitching techniques, objection handling, and goal-based financial

planning.

· Track performance of team members on sales, client retention, and engagement benchmarks.

· Create training content, modules, and tools for digital and in-person delivery.

· Conduct refresher sessions based on market developments, new products, and regulatory updates.

· Partner with the business team to identify training needs and skill gaps.

· Mentor underperforming team members and support their development journey.

·
Maintain training MIS, session feedback, and performance reports
.

Key Requirements:

· Graduate/Postgraduate in Finance, Commerce, or related field (MBA/CFP/NISM certifications

preferred).

· Minimum 4–6 years of experience in wealth management, training, or advisory roles.

· Strong understanding of financial markets, investment products, and portfolio management.

· Excellent communication, presentation, and interpersonal skills.

· Ability to motivate, mentor, and influence sales professionals.

· Proficiency in MS Office and digital learning tools.

· Hands-on client management or advisory background.

· Comfortable with both group sessions and one-on-one coaching.

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