Kotak Neo
Process Trainer
Skills
16 days ago
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Important information
Contract type:
Permanent
Location:
Thane, Maharashtra, India
Work mode:
Onsite
Published on:
9 October 2026
What they need
Job Role – Process Trainer
Years of Experience – 3-5 years
Key Responsibilities and Accountabilities
- Conduct training sessions for new hires on product, process details including aspects around compliance, communication.
- Conduct refresher sessions for existing employees on current processes and any recent updates
- Provide coaching & feedback to enhance agent effectiveness of call/chat/emails based customer service teams
- Analyze new hire OJT training audit data, compliance, communication & process related data. Prepare & implement action plans for increased throughput of training
- Analyze the coaching / training needs of the agents & support them in delivery.
- Participate in calibrations, call listening, chat/email reading sessions to ensure consistent scoring & feedback delivery approach
- Keep the agents updated on new process changes/updates, improvement initiatives.
- Maintenance and upkeep of process documents repository
- Sharing of Trivia and Process updates on routine basis
- Coordination and tracking of training delivery at partner locations
Skills & Knowledge
- Graduate/Post Graduate with 3 - 5 yrs experience which should include at least 2 yrs experience in Securities domain/financial services
- Experience in product, process training delivery for service teams
- Should be excellent in written & oral communication skills
- Excellent in presentation feedback and coaching skills
- Should possess an analytical bent of mind
- Experience in soft skills, voice and accent training is desirable
- Knowledge of English communication, annotations, syllables, punctuation etc. as part of soft skills training
- Result-oriented individual who can excel in a fast paced organization in a dynamic industry
- Training manuals
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