About Us
We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams.
Role: Corporate Trainer – Financial Services & Process Training
Responsibilities:
- Design and deliver structured training programs for staff covering:
- Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.).
- Sales communication, objection handling, and client engagement techniques.
- Back-office processes, compliance requirements, and operational workflows.
- Conduct induction programs for new hires and refresher sessions for existing staff.
- Build training modules (presentations, scripts, checklists, mock call scenarios).
- Coach staff on call quality, client interaction etiquette, and cross-selling opportunities.
- Monitor and assess staff performance post-training and recommend improvement areas.
- Collaborate with product managers and compliance teams to keep training updated.
Desired Background:
- Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment.
- Strong understanding of client communication, telesales, and back-office operations.
- Excellent presentation and interpersonal skills with the ability to simplify complex concepts.
- Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential.
Key Skills:
- Communication & Voice Training
- Sales & Objection Handling Techniques
- Back-office Process Training (KYC, compliance, operations, MIS)
- Module Creation & Documentation
- Performance Coaching
What We Offer:
- Opportunity to work with a reputed financial brand.
- Competitive remuneration.
- A role that combines training, mentoring, and process improvement.
Apply now if you are passionate about upskilling teams and creating impact through structured training
Job Type: Full-time
Pay: ₹15,000.00 - ₹25,000.00 per month
Benefits:
- Health insurance
Application Question(s):
- Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience).
- Have you conducted roleplays or designed training modules in the past?
- Do you have experience training staff on voice, process, or product knowledge?
- Are you comfortable learning financial products and training others on the same?
Language:
- Hindi (Preferred)
- English (Preferred)
Work Location: In person