Financial Domain Trainer - CFP Certified

About the Company

Fincart is a fast-growing digital wealth management platform developed by 3E Advisors Private Limited. Built on the pillars of educate, empower, and enable, Fincart is committed to helping individuals achieve their financial goals through ethical, holistic, and technology-driven advice. With an expanding client base in India and abroad, our mission is to impact 10 million lives by 2030. Our people-first culture encourages continuous learning, professional development, and delivering value with integrity.

About the Role

We are seeking an experienced and passionate Domain Trainer from the Banking, Financial Services, and Insurance (BFSI) sector to train our team of financial counsellors, advisors, and planners. The ideal candidate must possess deep knowledge of personal finance, financial planning concepts, and regulatory frameworks, and must hold a Certified Financial Planner (CFP) certification. This role plays a critical part in shaping the financial acumen, consultative skills, and client-service capabilities of our advisory team to deliver trustworthy and goal-based financial planning services.

Responsibilities

• Design and deliver engaging training programs on financial planning, investment products, insurance, taxation, and retirement planning tailored to the needs of financial counsellors and advisors.
• Conduct onboarding training for new joiners as well as ongoing upskilling programs for experienced staff.
• Provide subject matter expertise in areas such as mutual funds, insurance, estate planning, NPS, and regulatory guidelines (SEBI, AMFI, IRDAI).
• Develop training content, assessments, simulations, and case studies to ensure practical application of concepts.
• Conduct regular knowledge assessments and feedback sessions to track learning effectiveness.
• Keep the advisory team updated on new financial products, market developments, and compliance-related changes.
• Support certification readiness (e.g., NISM, AMFI, IRDAI) and facilitate knowledge sessions for test preparation.
• Collaborate with product, marketing, and tech teams to ensure alignment of business goals and client messaging.
• Act as a mentor and thought leader within the training ecosystem, identifying knowledge gaps and designing solutions to address them.
• Maintain training records and report progress metrics to the management.

Qualifications

• Certified Financial Planner (CFP)mandatory.
• Bachelors or Masters degree in Commerce, Finance, Economics, or a related field.
• 510 years of experience in training/advisory roles within the BFSI industry.
• Strong conceptual knowledge in financial planning, personal finance, investment products, and client suitability frameworks.

Required Skills

• Proven training delivery experience in BFSI, preferably with digital or hybrid platforms.
• In-depth knowledge of mutual funds, insurance, tax planning, and retirement instruments.
• Familiarity with compliance standards and regulatory updates from SEBI, AMFI, and IRDAI.
• Strong presentation, facilitation, and communication skills.
• Ability to create interactive, engaging, and learner-focused content.
• Competence in using LMS tools, PowerPoint, and e-learning platforms.

Preferred Skills

• Additional certifications like NISM, AMFI, IRDAI License.
• Experience in financial counselling or planning delivery.
• Exposure to digital learning tools, webinar-based training, or instructional design.
• Proficiency in Hindi or other regional languages is a plus.

Pay Range and Compensation Package

• Competitive salary based on experience and qualifications.
• Annual performance-linked bonuses.
• Access to Employee Welfare Trust for top-performing employees.
• Group medical insurance for self, spouse, and two children.
• Professional development sponsorships for continuing education and certifications.

Equal Opportunity Statement

At Fincart, we are committed to fostering a diverse and inclusive work environment. We provide equal opportunities for all employees and applicants and uphold a zero-tolerance policy toward discrimination and harassment. We are a women-friendly organization with strict adherence to the POSH Act and equal pay policies.