Training Associate

7 Minutes ago • 3-4 Years

Teaching

Job Description

We are looking for an experienced Trainer to design, deliver, and evaluate training programs focused on Finance and Customer Care operations. The ideal candidate will build staff capability in financial processes, customer service skills, and compliance, ensuring employees can provide exceptional service while maintaining accuracy in financial transactions.

Good To Have:

Professional certification in Training & Development or Finance (e.g., CPTD, CFA Level 1).
Experience with e-learning content creation and instructional design.
Understanding of CRM or finance software (e.g., SAP, Oracle, Tally, Salesforce).
Passion for teaching and mentoring.
Accuracy and attention to detail.
Empathy and customer-first mindset.
Ability to simplify complex financial concepts.
Adaptability in a fast-paced environment.

Must Have:

Design and deliver training modules on financial processes.
Design and deliver training modules on customer service excellence.
Design and deliver training modules on compliance, risk management, and company policies.
Assess training needs through performance reviews, process audits, and stakeholder feedback.
Prepare training materials (manuals, presentations, SOPs, e-learning content).
Facilitate engaging classroom, virtual, and on-the-job training sessions.
Evaluate training effectiveness and update programs based on feedback and performance metrics.
Support onboarding for finance and customer care staff.
Collaborate with finance, customer care, and quality teams to standardize best practices.
Maintain training schedules, attendance records, and progress reports.
Bachelor’s degree in Finance, Business Administration, HR, or related field.
Minimum 3–4 years of experience in training roles, preferably in finance or customer service.
Strong understanding of finance operations (accounts payable/receivable, reconciliations, etc.).
Knowledge of customer care processes, call center or service desk operations.
Excellent presentation, facilitation, and coaching skills.
Proficiency in MS Office, presentation tools, and Learning Management Systems (LMS).
Strong analytical, problem-solving, and interpersonal skills.

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Job Summary

Key Responsibilities

Design and deliver training modules on:
- Financial processes (e.g., billing, reconciliation, payments, reporting).
- Customer service excellence (communication, problem-solving, handling complaints).
- Compliance, risk management, and company policies.
Assess training needs through performance reviews, process audits, and stakeholder feedback.
Prepare training materials (manuals, presentations, SOPs, e-learning content).
Facilitate engaging classroom, virtual, and on-the-job training sessions.
Evaluate training effectiveness and update programs based on feedback and performance metrics.
Support onboarding for finance and customer care staff.
Collaborate with finance, customer care, and quality teams to standardize best practices.
Maintain training schedules, attendance records, and progress reports.

Qualifications & Skills

Bachelor’s degree in Finance, Business Administration, HR, or related field (or equivalent experience).
Minimum 3–4 years of experience in training roles, preferably in finance or customer service environments.
Strong understanding of finance operations (accounts payable/receivable, reconciliations, etc.).
Knowledge of customer care processes, call center or service desk operations.
Excellent presentation, facilitation, and coaching skills.
Proficiency in MS Office, presentation tools, and Learning Management Systems (LMS).
Strong analytical, problem-solving, and interpersonal skills.

Preferred Qualifications

Professional certification in Training & Development or Finance (e.g., CPTD, CFA Level 1, or similar).
Experience with e-learning content creation and instructional design.
Understanding of CRM or finance software (e.g., SAP, Oracle, Tally, Salesforce).