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Career for Trainers in Banking and Insurance Sector |
Traning and Development Home »Training-Scenario » Banking and Insurance Sector » Career for Trainers
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Preferred Educational Qualification for Trainers
Any Graduate
B.A – English
M.A – English
BA/MA in Linguistics
M.A - Communication
MBA/PGDM - Finance, International Business
MBA in HR/Industrial Relations/Finance/Marketing
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Certifications in training delivery, design and documentation
Training certification of BFSI domain
Skills and Attributes Required
Skills and attributes required to become a successful trainer are:
- Strong team player
- Knowledge of various computer applications (PowerPoint, Excel)
- Excellent written and verbal communication skills, including public speaking
- Presentation Skills
- Accent Neutralization
- Flexibility and readiness to continuously improve and update self with latest knowledge on markets and products
- Culture Sensitization
- Time Management
- Planning and Execution skills
- Ability to receive and provide feedback in a positive manner
- Strong understanding of Finance must
- Coaching and mentoring skill
- Interacting with diversity of people and people intensive industries
Policy making ability
Knowledge Required
Knowledge required in the Banking and Finance sector for training are:
- Knowledge of preparation of training modules and content development
- Funds Management
- Financial markets
- Knowledge of Computer based training tools
- Wealth Management
- Private Banking
- Banking Credit & Banking Operations
Variation of Salary with Experience
Salary offered to the trainers according to the relevant experience fall in the range of:

Nature of Work
- Providing sales & product training to clients from BFSI domain
- Online Sales and Operations Training Specialist
- Serve as a primary resource and expert on Business English for a sales and operations team
- Design and deliver training documents
- Training curriculum development and delivery
- Manage multiple curriculums according to level of language skill
- Evaluation of candidates; Conducting periodical assessments to ascertain the retention levels
- Responsible for Voice and Accent and Soft Skills
- Training Need Analysis (TNA) and draw up training plans
- Mapping the Training needs of Sales Team
- Designing the Sales Training Modules and the Strategies for Training
- Conducting trainings pertaining banking & insurance operations-Identifying training needs & skill gaps of the students
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