Personal Finance Trainer

1 Finance

  • Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 22 days ago
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

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