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Training and Development Manager - Partner Programs Retail

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Job Description - Training and Development Manager - Partner Programs Retail

Job Summary:

We
are seeking an experienced and motivated
Partner Onboarding & Training
Manager
to spearhead the onboarding, training, and development of Authorized Partners
joining our firm.

The
successful candidate will be responsible for designing, implementing, and
managing an onboarding and training system that delivers a seamless experience
for partners.

This
role will also include content creation, collaboration with external
institutes, and supporting marketing efforts to ensure all onboarding materials
and training programs are effective and aligned with the company's strategic
objectives.

 
Key Responsibilities:

1   Develop
Onboarding and Training Processes:

  • Create
    a structured onboarding journey for new Authorized Partners (sub -brokers),
    ensuring that all training materials and resources are comprehensive, engaging and effective.

  • Implement
    a system that encompasses both online and offline training modules, utilizing a
    mix of recorded, live, and self -paced training methods.

2   Build
and Manage a Training Platform:

  • Design
    and manage a comprehensive training platform for new partners. This platform
    should integrate various modules such as industry knowledge, compliance,
    technical skills, and sales strategies.
  • Coordinate
    both online (live and recorded) and offline training sessions for partners,
    ensuring they are accessible, scalable, and tailored to diverse learning needs.

3   Collaborate
with External Institutes and Vendors:

  • Establish
    and maintain partnerships with training institutes, certification bodies, and
    external vendors to offer additional value -added training modules.

  • Regularly
    assess and update external training materials to align with industry standards
    and regulatory requirements.

4   Coordinate
with In -House Teams:

  • Work
    closely with internal teams, including marketing, compliance, and technical
    experts, to create in -house videos, webinars, and training sessions.

  • Ensure
    that all in -house training content is current, accurate, and aligns with
    company branding and objectives.

5   Content
Development for Marketing and Business Development:

  • Collaborate
    with the marketing and business development teams to create relevant content
    for reaching new aspirants. This includes creating video content, social media
    campaigns, webinar presentations, and other marketing collateral.

  • Develop
    engaging content that helps prospective sub -brokers understand the benefits of
    partnering with the firm, while also driving recruitment initiatives.

6   Performance
Monitoring & Reporting:

  • Track
    and monitor the success of the training programs through feedback, assessments,
    and KPIs to ensure continuous improvement.

  • Provide
    regular reports on the effectiveness of the training and onboarding system to
    senior management.


Requirements

  • Bachelor’s
    or Master’s degree in Business, Learning & Development, Finance, or a
    related field.

  • Minimum
    of 5 -7 years of experience in Learning & Development, Training, or Partner
    Management, preferably within the financial services, stockbroking industry or
    some edtech company like LearnApp, NSE Academy or any other edtech company
    which is into education of stock broking…

  • Proven
    experience in creating and managing training programs, including online
    platforms and content creation.

  • Excellent
    project management skills with the ability to coordinate multiple stakeholders,
    both internal and external.

  • Strong
    communication and presentation skills, with an ability to explain complex
    financial concepts in a clear and engaging manner.

  • Familiarity
    with stockbroking regulations, industry standards, and compliance is a plus.

  •  Proficient
    in content creation tools, learning management systems (LMS), and digital
    marketing strategies.


Preferred Skills and Competencies:

  • Customer -Focused: A deep understanding of the
    customer journey and how onboarding and training can drive engagement and
    retention.

  • Tech -Savvy: Ability to work with digital
    platforms and tools for online training, content management, and video
    production.

  • Relationship
    Management:
    Strong networking and relationship -building skills with external institutes and
    partners.

  • Creative
    and Strategic:
    Able to conceptualize and implement innovative training strategies that align
    with the company’s growth objectives.

  • Data -Driven: Use data and analytics to drive
    decision -making and improve the training journey continuously.



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About the Company

Findoc Investmart Private

Findoc is India's most popular stock broking company offering Algo Trading, Demat Account, Commodity, Equity Trading, Wealth Management, Derivatives, and Depository Services at the lowest brokerage fees.

Read more about the company

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