Job Description:

A Financial Products Trainer is responsible for overall management of technical training in the organization viz. Identifying needs of training, developing content for the training & delivery of the training. programs specifically focused on financial products and services. This role involves assessing the training needs of sales professionals within the organization, creating tailored training materials, conducting training sessions, and evaluating the impact of the training programs. The primary objective is to enhance the knowledge, skills, and sales techniques of the financial sales team, enabling them to effectively promote and sell financial products to clients. Trainer can identify sources who can help in building the content as well as help in delivering the content available.

Key Responsibilities:

1) Financial Products Expertise:

• Maintain in-depth knowledge of various financial products and services, including but not limited to investment products – Mutual Funds, PMS, Bonds, FDs etc., insurance products and wealth management solutions as well.
• Stay updated with industry regulations, market trends in the financial sector.

2) Training Program Development / Content Preparation:

• Assess the specific training needs of financial sales persons based on their knowledge, market demands, product updates, and industry changes.
• Develop comprehensive need based training programs tailored towards the requirement of the organization.
• Create engaging and informative training materials, presentations, case studies, and simulations.
• Developing content from time to time required to upgrade the skills of employees in terms of technical knowledge.
• Identify outsourcing of vendors who can create relevant / quality content as per need of organization.

3) Training Delivery:

• Conduct training sessions for financial sales teams, focusing on product knowledge, sales techniques, compliance guidelines, and client relationship management.
• Utilize interactive training methods, such as workshops, role-playing scenarios, and real-life case studies, to enhance learning and retention.
• Provide individual coaching and feedback to sales representatives to improve their product understanding and selling skills.
• Identify good quality trainers who can deliver training on the technical front, if required.

4) Performance Evaluation and Feedback:

• Assess the effectiveness of training programs by evaluating sales team performance, client feedback, and sales metrics.
• Provide constructive feedback to sales representatives and adjust training programs based on performance outcomes and market feedback.

5) Professional Development:

• Stay informed about emerging financial products, investment strategies, and market trends.
• Attend industry conferences, workshops, and training sessions to continuously enhance personal knowledge and training techniques.