Sales/Product Trainer - Financial Services

Financial Products Expertise:

- Maintain in-depth knowledge of various financial products and services, including but not 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 organisation.

- 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 organisation.

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.