Product Trainer-Wealth Products

22 hours ago

Greater Kolkata Area, India AUM Capital Market Private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company Description-

With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.

We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto – "Your Trust is Our Wealth".

Headquartered in Kolkata and branches across India, we have become a household name among Treasury teams and CFOs. Our skilled and committed team of professionals ensures maximum advantage for our customers and business partners.

Website -

Email -

About the Role:

We are seeking a dynamic and experienced
Product Trainer – Wealth Products
to join our team. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve High Net-Worth Individuals (HNIs) and institutional clients effectively.

Key Responsibilities -

  • Product Training:
    Deliver comprehensive training sessions on wealth management products, solutions, and services tailored for HNI and institutional clientele.
  • Onboarding & Handholding:
    Provide continuous support and guidance to new RMs, helping them integrate smoothly into their roles and understand product offerings.
  • Performance Enablement:
    Monitor and follow up on RMs' progress, ensuring they achieve business objectives and become profit centers in the shortest possible time.
  • Certification Preparation:
    Assist RMs in preparing for relevant industry certifications and compliance requirements, offering resources, study plans, and coaching.
  • Sales Enablement:
    Teach RMs effective pitching techniques and client engagement strategies, focusing on relationship building, trust, and value-based selling to HNI and institutional clients.
  • Continuous Development:
    Provide feedback, coaching, and remedial training where necessary to help RMs overcome challenges and enhance their skills.
  • Performance Tracking:
    Collaborate with management to track performance metrics, identify gaps, and implement corrective action plans to drive results.

Qualification & Skills

  • Proven experience in wealth management, financial products, or similar domain.
  • Prior experience in training, coaching, or mentoring teams is highly desirable.
  • Strong understanding of HNI and institutional client needs and relationship-building strategies.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to simplify complex financial products and tailor messaging for diverse audiences.
  • Familiarity with certification requirements and compliance standards within the wealth management industry.
  • Self-motivated, result-oriented, and passionate about developing others.

  • 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 SUMMARYAUM Capital is looking for an experienced Wealth ProductTrainer 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.Theprimary...

  • Private Wealth Manager

    19 hours ago

    Kolkata metropolitan area, West Bengal, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 12,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to Friday RoleOverview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • Wealth Manager

    2 days ago

    Greater Bengaluru Area, India Wealthy Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company Description-Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth managementplatform, added over 100 products to it, and earned the trust of thousands of investors.Role Description-This is a full-time on-site role for a Private Wealth...

  • Product Trainer

    2 weeks ago

    Kolkata, India Mee 2 Bee Full time

    Kolkata, WB, India Job Openings Product Trainer (Kolkata) About the job Product Trainer (Kolkata) **JOB BRIEF**: Responsible for identifying training and developmental needs and creating customized training and development programs to address the needs Basic Design fundamentals. Developing training modules, multimedia visual aids, and other...

  • Product Growth Associate

    1 week ago

    Greater Noida, Uttar Pradesh, India Trend Reversal Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role OverviewThis is a frontline growth role where youll build relationships with investors, explain our wealth offerings, and guide them through their investment journey. Youll not just push sales — you'll solve for trust, transparency, and service excellence. Your success will be measured by how effectively you bring in new investors, retain existing...

  • Product Owner

    6 days ago

    Greater Kolkata Area, India ZINFI Technologies, Inc. Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    What You Will Be DoingResponsibilities & Deliverables:Use Case & Solution Doc DevelopmentCapture internal, pre-sales prospect, and post-sales customer use cases/requirements/features and work closely with the product & engineering teams to explain the requirements with required documents. Example – user story, solution doc, DFD, Mock-up, Sequence Diagram,...

  • Product Designer

    1 week ago

    Greater Kolkata Area, India Scrut Automation Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    About The JobAs a Product Designer, you will take significant leadership on modules from start to finish.You will have great latitude to identify opportunities, formulate research and design plans, execute those plans, and support dev of a finished product.You will also take a leadership role within the design team, leveraging your strengths and passion to...

  • Wealth Manager

    1 week ago

    Kolkata, West Bengal, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    One of the Largest Capital Market Broker is hiring for Wealth Managers and Senior Wealth ManagersJob Location : KolkataJob Description :✓ To acquire Affluent & Super Affluent clients✓ To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients✓ To advise Affluent & Super Affluent clients on their...

  • Wealth Manager

    15 hours ago

    Kolkata, West Bengal, India Recex Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Key ResponsibilitiesAcquire, manage, and grow a portfolio of HNI/UHNI clientsProvide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)Leverage your existing client relationships and network to onboard new...

  • Wealth Manager

    6 days ago

    Kolkata, India Grip Invest Full time

    Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...