Trainer - Wealth Management

Role: Trainer Wealth Management

Location: Gurugram

Mode: 5 Days a week WFO with rostered off

Time: 11:30 am to 11:30 pm (9 hrs shift in between)

Cabs: Available for one side

Immediate joiners required

Role & Key Responsibilities:

• New Hire Training (NHT):

  Deliver comprehensive initial training covering essential topics like Stocks and ETFs, Derivatives, Order Execution, German/European Trading Venues, and Major Crypto Assets.

• Curriculum Design:

  Develop engaging and technically accurate training materials, including the case study on order types and execution failures used for screening, simulations of order discrepancies, and soft-skills modules focused on explaining comp ex financial topics clearly.

• Knowledge Transfer:

  Conduct regular refresher and up skilling sessions based on QA findings and market updates, ensuring the team stays current with market infrastructure and regulatory changes.

• Assessment:

  Design and administer the brokerage hiring test and post-training assessments to certify competency in core concepts like bid/ask spread and limit vs. market orders.

• Continuous Improvement:

  Collaborate closely with Operations and QA to address performance gaps, particularly in the investigation of failed or delayed executions.

Key skills and knowledge:

• Excellent verbal and written communication skills
• Minimum 2-3 years of experience in training delivery, with at least 1 year specializing in financial services, banking, or brokerage training.
• Mandatory Domain Knowledge: Must have hands-on experience or significant knowledge related to securities/crypto transactions and capital markets instruments) and a practical understanding of tax rules for various capital market instruments.
• Adept at explaining complex numbers and processes.
• Exceptional presentation and facilitation skills, strong command of language, instructional design knowledge, and the ability to engage diverse audiences.
• Certifications (Preferred): Train The Trainer (T3) certification.

If interested kindly share your updated resume on sakshi@beanhr.com