Personal Finance Trainer

Responsibilities:

• Prepare training content on financial products financial planning tax components 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 across various levels within the organization
• 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:

• Strong coaching and problemsolving skills.
• Excellent communication interpersonal and feedbacksharing abilities.
• Passion for ensuring a positive member experience.
• Strong organizational and time management skills.
• Ability to lead and motivate others in a learning environment.