Personal Finance Trainer - Mumbai, India - 1 Finance

Description

Responsibilities:

• Prepare training content on financial products, holistic financial planning macroeconomics, customer query handling, FAQs by customers, about 1 Finance offering etc
• Identifying the training needs of various roles and delivering training courses to employees and partners across various levels
• Design and create training manuals, course materials, assessments
• Evaluate the employees' progress and share feedback
• Maintain records of training activities and track employee progress.
• Define the training strategies and schedules based on the organizational requirements.
• Coordinate with external training providers for NISM, CWM, CFP Certifications etc to arrange specialized training when necessary
• Foster a positive learning environment and support a culture of continuous learning and development

Skills:

• Bachelor's or Management degree in Finance or a related field
• CFP, CWM or NISM XA and XB certification will be an added advantage
• Excellent communication, presentation, and interpersonal skills
• Familiarity with financial products and macroeconomics
• Strong organizational and time management skills
• Ability to lead and motivate others in a learning environment