Role & responsibilities
- Conduct induction and process training for current 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.
- Strong sales coaching and objection handling skills.
- Ability to analyze call audits and identify performance gaps.
- Good 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.

📌 Sales Process Trainer (Indore)
🏢 Bonanza Portfolio
📍 Indore