Requirement of Training on “Financial Wellness” for Women Employees Freelance Professional

About Client: A leading global provider of power products and services

Requirement: The client is planning a training session with its female employees covering the following topics

1. Childcare Plans (Savings for education)

2. Basic Investment Learnings

3. New Age Investment Methods – Stock Identification, SIPs, REIT

There are around 100 women employees, mostly based out of Gurgaon (rest will join online via MS Teams).

‘We need training around how to decide which options to choose, power of compounding and other areas that are incidental to this. You can assume that the audience will have basic understanding of the financing principles, what is mutual funds and different investment category etc.’ – Client

Qualification:

– Should have had at least 15 years of experience as a private wealth manager banker.

– The professional should have been a practitioner of the topic who is actively managing the investments for HNI and Retail clients.

– Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CWM (Chartered Wealth Manager) will be welcome.

– Prior experience in documentation, good communication skills and an attention to detail.

– The domain expert should be adept at Microsoft Word and Microsoft Excel as the submissions will be required in soft copy as per template shared.

– Good quality English.