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 companys strategic objectives.
Key Responsibilities:
1Develop 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.
2Build 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.
3Collaborate 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.
4Coordinate 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.
5Content 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.
6Performance 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
Bachelors or Masters 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 companys growth objectives.
Data-Driven: Use data and analytics to drive decision-making and improve the training journey continuously.
Required Skills:
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 companys 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 Bachelors or Masters 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 companys growth objectives. Data-Driven: Use data and analytics to drive decision-making and improve the training journey continuously.
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 s...
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 companys strategic objectives.
Key Responsibilities:
1Develop 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.
2Build 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.
3Collaborate 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.
4Coordinate 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.
5Content 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.
6Performance 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
Bachelors or Masters 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 companys growth objectives.
Data-Driven: Use data and analytics to drive decision-making and improve the training journey continuously.
Required Skills:
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 companys 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 Bachelors or Masters 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 companys growth objectives. Data-Driven: Use data and analytics to drive decision-making and improve the training journey continuously.