Corporate Trainer

About Us
We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams.

Role: Corporate Trainer – Financial Services & Process Training

Responsibilities:

• Design and deliver structured training programs for staff covering:
• Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.).
• Sales communication, objection handling, and client engagement techniques.
• Back-office processes, compliance requirements, and operational workflows.
• Conduct induction programs for new hires and refresher sessions for existing staff.
• Build training modules (presentations, scripts, checklists, mock call scenarios).
• Coach staff on call quality, client interaction etiquette, and cross-selling opportunities.
• Monitor and assess staff performance post-training and recommend improvement areas.
• Collaborate with product managers and compliance teams to keep training updated.

Desired Background:

• Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment.
• Strong understanding of client communication, telesales, and back-office operations.
• Excellent presentation and interpersonal skills with the ability to simplify complex concepts.
• Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential.

Key Skills:

• Communication & Voice Training
• Sales & Objection Handling Techniques
• Back-office Process Training (KYC, compliance, operations, MIS)
• Module Creation & Documentation
• Performance Coaching

What We Offer:

• Opportunity to work with a reputed financial brand.
• Competitive remuneration.
• A role that combines training, mentoring, and process improvement.

Apply now if you are passionate about upskilling teams and creating impact through structured training

Job Type: Full-time

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance

Application Question(s):

• Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience).
• Have you conducted roleplays or designed training modules in the past?
• Do you have experience training staff on voice, process, or product knowledge?

• Are you comfortable learning financial products and training others on the same?

Language:

• Hindi (Preferred)
• English (Preferred)

Work Location: In person