Posted:14 hours ago|
Platform:
On-site
Full Time
We are seeking a dynamic and experienced Process and Sales Trainer to join our team in
the BFSI domain. The ideal candidate will have a strong understanding of financial
products and services, a passion for learning and development, and proven expertise in
creating impactful training content. This role requires someone who can train sales and
operations teams in both process and product knowledge, enabling performance
improvement and business growth.
• Deliver engaging and effective training sessions on sales techniques, product
knowledge, and process compliance to sales and support teams.
• Create, update, and manage high-quality training content including content
creation, e-learning modules, SOPs, and job aids.
• Collaborate with sales leaders and process owners to identify training needs and
align programs with business goals.
• Conduct onboarding training for new hires and refresher training for existing
employees.
• Monitor and evaluate training effectiveness through feedback, assessments, and
performance data to ensure continuous improvement.
• Stay up to date with industry trends, product updates, and compliance changes to
ensure training remains relevant and accurate.
• Maintain training MIS and reports, track participation and performance metrics.
• Bachelor’s degree (preferably Finance, Business Administration, or related field).
• 3–4 years of experience in training delivery and content development, preferably in
the BFSI sector.
• Strong understanding of BFSI products, sales processes, and regulatory
requirements.
• Proven ability to create engaging training content (presentations, guides, e-learning,
assessments).
• Excellent communication, presentation, and facilitation skills.
• Proficiency in MS Office and familiarity with learning management systems (LMS).
• Strong analytical and organizational skills.
Be a part of a forward-thinking BFSI organization that values continuous learning and
innovation. You’ll have the opportunity to shape learning journeys, influence business
success, and grow your career in a supportive environment.
equentis
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