Training Manager

JOB DESCRIPTION |

INVESTMENT STRATEGY TRAINING MANAGER - L & D

At Anytime Invest, This is a full-time on-site role for an Investment Strategy Training Manager at Anytime Invest located in New Delhi. The Investment Strategy Training Manager will be responsible for providing guidance and support to clients in navigating the equity market. Day-to-day tasks include conducting market research, analyzing market trends, developing investment strategies, educating clients on investment opportunities and risk management, and monitoring client portfolios. responsible for educate clients on various investment strategies and financial planning. You will conduct seminars, workshops, and one-on-one sessions to help individuals understand investment options, develop financial goals, and make informed decisions regarding their wealth management. This role requires strong communication and presentation skills, as well as a deep understanding of investment principles and strategies. The Investment Strategy Training Manager will also collaborate with other team members to provide comprehensive investment solutions.

Responsibilities

* This role is responsible for delivery of product and sales training.

* This role is primarily responsible for management of people development processes and creating a learning environment across the organization.

* Have good knowledge of Broking, Wealth Management, Financial planning, Capital markets etc.

* Design, develop and deliver training programs as an internal trainer.

* Ability to handhold trainees and drive productivity during OJT process.

* handhold people, Prepare and develop training material based on corporate requirements.

* Chart out monthly training calendars and communicate the same to all employees. Also, to evaluate effectiveness and identifying the re-training needs.

* Interact with teams and partners in scheduling training activities.

* Identify functional training needs and plans, drive, deliver and manage training courses and programs.

* Design, Plan and execute specific Business unit requirements including Domain and Skill certification.

* Ensure compliance of corporate standards and procedures in training sessions.

* To manage all training delivery through digital platforms and offline.

* To coordinate, partner and manage multiple stakeholders for training initiatives.

* To organize and conduct Induction Training, Refresher Training and Behavioral Training.

* To design training approach to help employees increase their performance rating.

Qualifications

* Strong knowledge of equity market trends and investment strategies.

* Experience in analyzing market data and conducting market research.

* Excellent communication and interpersonal skills.

* Ability to educate and mentor clients on investment opportunities and risk management.

* Experience in portfolio management and asset allocation.

* Proficiency in using financial analysis tools and software.

* Bachelor's degree in Finance, Economics, or related field.

* Strong knowledge of investment principles, financial planning, and wealth management strategies.

* Experience in conducting seminars, workshops, or educational sessions.

* Knowledge of various investment products, such as mutual funds, stocks, bonds, and real estate.

* Ability to analyze and evaluate investment portfolios.

* Certifications or degrees in finance, economics, or a related field are a plus.

* Professional certifications such as CFA or CFP would be beneficial.

Perks and Benefits:-
Salary + Lucrative Bonus