Process Trainer/ Lead - Capital Markets/Investment Banking

Job location: Hyderabad - Gachibowli

Work Mode: Work from Office (5 Days)

Shift: US Shift

Notice Period: 0-60 Days

Role & responsibilities

Essential duties and responsibilities include the following (other duties may be assigned)

1. Develop comprehensive course curriculum to nurture skill growth and knowledge enhancement
2. Customize Training requirements for all employees in Banking Vertical as per the process requirement
3. Able to conduct Pre-process & Process Specific Trainings
4. Conduct timely assessment to evaluate Process Knowledge of all employees
5. Monitor new hire performance during OJT phase for successful Process Certifications
6. Provide Coaching & Feedback to enhance agent performance
7. Report out Post Certification performance to measure training efficiency
8. Conduct and report out PKTs on a monthly basis
9. Able to communicate with Onsite clients on a need basis for Training/clarification/new process transitions
10. Knowledge of creating Process Maps for new Transitions process is an added advantage
11. Willingness to work in round the clock shift and travel to different location as per business requirement
12. Identify the training needs based upon new updates/system changes
13. Schedule individual and team training on a need basis
14. Evaluate strengths and weaknesses of the new hires to ensure right employees being aligned to the process
15. Maintain Training Records
16. Presentation skills, including preparing and delivering
17. Need to be well-informed of Capital Markets, Investment Banking & AWM with expertise in Fund Accounting which includes:
18. Strong understanding of NAV calculation, fund valuation, and unit pricing
19. Hands-on in trade booking, accruals, and cash/position reconciliations
20. Knowledge of fund structures (Mutual, Hedge, Private Equity) and GAAP/IFRS
21. Exposure to fund accounting platforms (e.g., Geneva, Multifonds, Eagle)