Training Specialist

Deliver structured, engaging training programs for Relationship Managers & Wealth Managers based on the approved curriculum.
•Conduct classroom & online training sessions covering BFSI, financial products, investment products, wealth management & relationship management.
•Train candidates on client acquisition, relationship building,need analysis, product pitching, cross-selling, upselling & client retention.
•Develop candidates understanding of Mutual Funds, PMS,Financial Markets, investment products & wealth management concepts.
•Train candidates in sales processes, business development, lead conversion, objection handling & client engagement.
•Conduct practical learning through case studies, role plays, mock client meetings, sales simulations & real-life financial scenarios.
•Train candidates to understand client needs and communicate appropriate financial solutions in a professional & ethical manner.
•Assess learning through tests, assignments, practical exercises, mock calls, role plays & mock interviews.
Provide constructive feedback, coaching & mentoring to improve candidates' knowledge, communication, confidence & client-handling skills.
•Prepare and update training modules, lesson plans, presentations, case studies, assessments & learning materials.
•Stay updated with BFSI industry trends, financial products, wealth management practices & relevant regulatory developments.
•Prepare candidates for real-world client-facing responsibilities.
•Conduct professional development sessions.
•Train candidates on professional communication, presentation skills, business etiquette, grooming & workplace behaviour.
•Maintain accurate attendance, assessment, learner-progress & training records, and submit MIS reports within defined timelines.
•Participate & support placement drives

Work arrangement
No