Job Description

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