Product Trainer

ctive

Job Title:

Key Responsibilities:

• Conduct training sessions on company-specific financial products, with a special focus on

  unlisted shares

  , investment solutions, and wealth management.
• Develop comprehensive training materials, manuals, and presentations tailored for sales teams and client-facing employees.
• Actively Sales of Unlisted Shares.
• Equip employees with the skills and knowledge to

  effectively sell unlisted shares and other financial products

  .
• Support sales enablement by mentoring teams on

  deal closure techniques, client engagement, and cross-selling/up-selling strategies

  .
• Align training programs with sales goals and KPIs to indirectly drive revenue and client acquisition.
• Assess training effectiveness through quizzes, feedback, and performance metrics.
• Collaborate with product and sales teams to update training programs in line with new product launches, regulatory changes, and market trends.

Key Skills & Requirements:

• Strong knowledge of BFSI domain financial products, investment solutions, mutual funds, insurance, and wealth management.
• Proven experience as a Product Trainer or Financial Trainer in BFSI or related sectors.
• Excellent presentation, communication, and interpersonal skills.
• Ability to simplify complex financial concepts for a diverse audience.
• Experience with LMS (Learning Management Systems) or e-learning platforms is a plus.
• Strong analytical and problem-solving skills.

Qualifications:

• Bachelors degree in Finance, Commerce, Economics, or related field.
• MBA (Finance / HR / Marketing) preferred.
• Certifications like NISM, CFA, or CFP are a plus.