Financial Products Trainer
Location
Surat | India
Job description
About NJ Group:
NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.
Product ranges are MF, Insurance, Realty, Information Technology, Wellness, Interiors, Loan etc.
NJ Group is based out of Surat in Gujarat, India and has presence in 165+ locations in India, Mauritius & Dubai and has over 1,800+ employees and over 32,500+ Active Advisors (Partners) associated. The total Asset Under Advice of 1,64,000+ Cr. of more than 28 Lacs investors.
Job Title: Financial Products Trainer Job Description:
A Financial Products Trainer is responsible for overall management of technical training in the organization viz. Identifying needs of training, developing content for the training & delivery of the training. programs specifically focused on financial products and services. This role involves assessing the training needs of sales professionals within the organization, creating tailored training materials, conducting training sessions, and evaluating the impact of the training programs. The primary objective is to enhance the knowledge, skills, and sales techniques of the financial sales team, enabling them to effectively promote and sell financial products to clients. Trainer can identify sources who can help in building the content as well as help in delivering the content available.
Key Responsibilities:
limited to investment products - Mutual Funds, PMS, Bonds, FDs etc, insurance products
- 1) 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.
market demands, product updates, and industry changes.
- 2) Training Program Development / Content Preparation:
- Assess the specific training needs of financial sales persons based on their knowledge,
- 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.
sales techniques, compliance guidelines, and client relationship management.
- 3) Training Delivery:
- Conduct training sessions for financial sales teams, focusing on product knowledge,
- 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.
client feedback, and sales metrics.
- 4) Performance Evaluation and Feedback:
- Assess the effectiveness of training programs by evaluating sales team performance,
- Provide constructive feedback to sales representatives and adjust training programs
based on performance outcomes and market feedback.
trends.
- 5) Professional Development:
- Stay informed about emerging financial products, investment strategies, and market
- Attend industry conferences, workshops, and training sessions to continuously enhance
personal knowledge and training techniques.
Exp : 10 -15 yrs
Salary Range : 12-15 Lac Fixed CTC plus upto performance based annually incentive upto 5-6 Lac i.e. in
total including 18-22 Lac
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