Trainer of Wealth Products

JOB SUMMARY

primary responsibilities

·        Deliver structured training programs on various wealth management products (mutual funds, PMS,

AIFs, bonds, insurance, etc.).

·        Provide onboarding training and continuous handholding to new joiners.

·        Guide RM/BDEs in portfolio construction, asset allocation, and product selection.

·        Coach team members on client pitching techniques, objection handling, and goal-based financial

planning.

·        Track performance of team members on sales, client retention, and engagement benchmarks.

·        Create training content, modules, and tools for digital and in-person delivery.

·        Conduct refresher sessions based on market developments, new products, and regulatory updates.

·        Partner with the business team to identify training needs and skill gaps.

·        Mentor underperforming team members and support their development journey.

·        Maintain training MIS, session feedback, and performance reports.

·        Graduate/Postgraduate in Finance, Commerce, or related field (MBA/CFP/NISM certifications

preferred).

·        Minimum 4–6 years of experience in wealth management, training, or advisory roles.

·        Strong understanding of financial markets, investment products, and portfolio management.

·        Excellent communication, presentation, and interpersonal skills.

·        Ability to motivate, mentor, and influence sales professionals.

·        Proficiency in MS Office and digital learning tools.

·        Hands-on client management or advisory background.

·        Comfortable with both group sessions and one-on-one coaching.