Fintech Trainer

3 days ago


Delhi Gurugram NCR Noida, India upGrad Enterprise Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Fintech Trainer JD:

Location: Delhi NCR

Industry: Telecom client Experience: 5 years (Fintech/BFSI training) Education: Graduate (any discipline) Expertise Area: Fintech space including Personal Loan, Co-branded Credit Cards, EMI Card, Gold Loan, Insurance etc. Also, Experience with Excel and Power Point

Trainer Responsibility (detailed):

Develop comprehensive training programs and materials tailored to various levels of expertise (beginner, intermediate, advanced) in fintech.

Conduct engaging training sessions, workshops either in person Comprising of new hire training & refresher programs

Collaborate with subject matter experts (SMEs) to ensure training content is accurate, relevant, and up-to-date with industry trends

Evaluate training effectiveness and gather feedback to continuously improve training programs to enhance sales skills and product knowledge

Provide one-on-one coaching and support to learners to enhance their understanding and application of fintech concepts.

Stay updated with advancements in fintech, regulatory changes, and market trends to incorporate relevant content into training programs.

Maintain training records and prepare progress reports for management as needed.

Assist in the development of certification programs or assessments on fintech skills

Train and oversee outbound tele-calling sales operations across multiple agencies, providing guidance, coaching, and performance feedback to ensure individual and team targets are met.

Regularly conduct training & feedback programs for agency trainer to drive agency effectiveness

Conduct monitoring and evaluation of call center agent's interactions with customers

Proficient with KYC process

Proficient with eMandate setup process

Identifying challenges with current process to unearth problem area (objection handling)

Create case studies, guides, and other forms of content that resonate with our target audience.

Collaborate with subject matter experts (SMEs), marketing teams, and stakeholders to ensure accuracy, relevance, and alignment with strategic goals.

Develop high quality training content including Soft Skills, Fintech Products, process, Objection handling, assessment parameters, etc.

Monitor feedback from Quality Assurance & ops to modify / create new / revised content to drive efficiency


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