Corporate Trainer For Personal Finance

Responsibilities:

Prepare training content on financial products, holistic financial planning macroeconomics, customer query handling, FAQs by customers, about 1 Finance offering etc

Identifying the training needs of various roles and delivering training courses to employees and partners across various levels

Design and create training manuals, course materials, assessments

Evaluate the employees’ progress and share feedback

Maintain records of training activities and track employee progress.

Define the training strategies and schedules based on the organizational requirements.

Coordinate with external training providers for NISM, CWM, CFP Certifications etc to arrange specialized training when necessary

Foster a positive learning environment and support a culture of continuous learning and development

Skills:

Bachelor’s or Management degree in Finance or a related field

CFP, CWM or NISM XA and XB certification will be an added advantage

Excellent communication, presentation, and interpersonal skills

Familiarity with financial products and macroeconomics

Strong organizational and time management skills

Ability to lead and motivate others in a learning environment

Total Experience 5 to 8 years required