01Overview
Role & responsibilities
Conduct induction and process training for recent joiners across assigned departments.
Deliver product, process, sales, and soft skills training.
Ensure trainees meet certification standards before production.
Conduct refresher sessions based on audit findings and business requirements.
Train teams on stock market basics, Bigul products, trading platform, Demat & Trading account opening, investment products, SOPs and regulatory guidelines.
Coach teams on need creation, urgency creation, objection handling, first trade conversion, fund addition, activation and subscription pitching.
Review audit observations, identify knowledge gaps and conduct coaching sessions.
Perform re-monitoring after coaching to measure improvement.
Support training across all department.
Track trainee performance, certification success rate and training effectiveness.
Develop and update SOPs, PPTs, assessments, coaching material and knowledge articles.
Support AI-based quality initiatives and process improvements.
Preferred candidate profile
Excellent communication and presentation skills.
Knowledge of stock market, trading and investment products.
Robust sales coaching and objection handling skills.
Ability to analyze call audits and identify performance gaps.
Valuable stakeholder management and coordination skills.
Good knowledge of MS Excel, PowerPoint and reporting.
Preferred Qualification
Graduate/Postgraduate (Commerce, Finance, Business Administration or equivalent).
NISM certification preferred.
Experience
25 years of experience in Training, Quality or Learning & Development.
Experience in Stock Broking, Capital Markets, BFSI or Financial Services preferred. .
