Lead - Trainer - PCS

Principal Financial Group; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Principal Financial Group in Pune, India, is seeking a Lead – Trainer for Custody Solutions to design and deliver world‑class training programs. You will partner with business leaders to align learning with evolving needs and drive employee development across departments.

The role requires 4+ years in financial services with custody solutions experience, strong analytical and leadership skills, and the ability to manage multiple initiatives in a dynamic environment.

Qualifications

• 4+ years in financial services or related training/learning roles.
• Custody Solutions work experience is essential.
• Strong analytical, leadership, and communication skills required.
• Experience with PCS at GCH is preferred.

Responsibilities

• Assess learning needs to support customer expectations and service standards.
• Build and deliver skills training for new and experienced staff in RIS Income Solutions.
• Facilitate learning via mentoring, classroom sessions, just‑in‑time training, and team meetings.
• Create, maintain, and refresh training materials to keep content accurate and up to date.
• Apply corporate learning standards to training solutions and ensure consistency across teams.
• Coordinate and lead training plans, learning initiatives, and projects with department leaders.
• Collaborate with employees and leaders on training needs, feedback, and performance reviews.
• Deliver high‑quality, timely service while adhering to policies and regulations.
• Complete other duties and special projects as assigned.

Skills

Analytical skills

Leadership

Problem solving

Decision making

Negotiation

Planning

Facilitation

Presentation skills

Communication skills

Organizational skills

Interpersonal skills

Job description

What You'll Do

What Makes This Opportunity Unique

At Principal, we believe that our employees are our greatest asset. As a Lead – Trainer – Custody Solutions, you will play a crucial role in crafting the future of our team by delivering world‑class training and development programs. This is not just a job, but a chance to create a significant impact on the careers of our employees and the success of our company. You will have the opportunity to work in a dynamic and encouraging environment where your contributions are valued and recognized.

Key Responsibilities

• Assess employee learning needs to support customer expectations and internal service standards.
• Build, plan, and deliver skills training for new and experienced employees in RIS Income Solutions.
• Facilitate learning through one-on-one mentoring, classroom sessions, just-in-time training, and team meetings.
• Create, maintain, and refresh training materials and curriculum to guarantee content stays accurate, relevant, and up to date.
• Apply corporate and business-unit learning development standards to training solutions.
• Encourage uniformity in training resources and educational delivery throughout teams and business sectors.
• Coordinate, lead all aspects of, and facilitate implementation of training plans, learning initiatives, and projects.
• Partner with department leaders and management to align learning solutions with business needs.
• Collaborate with employees and leaders on training and learning needs, including employee feedback, mentoring, performance reviews, and recognition.
• Support educational programs across multiple departments and business areas.
• Deliver high‑quality, timely service while operating ethically and in line with company policies, procedures, and applicable regulations.
• Complete other job‑related duties and special projects as assigned.

Shift timings –Night shift -

5.30 / 6.30 PM IST to 2.30 /3.30 PM IST

Qualifications

Who You Are

• 4+ years of financial services, custody solutions, insurance, training, learning and development, or retirement experience or equivalent demonstrated through one or a combination of the following: work experience, training, or education.
• Custody Solutions work experience is a must.
• Good understanding of PCS work at GCH.
• Must possess good analytical, leadership, problem-solving, decision‑making, negotiation, planning, facilitation, and presentation skills.
• Must demonstrate effective organizational, interpersonal, and communication skills (verbal and written).
• Must be diligent and meticulous with the ability to manage change in a dynamic environment.

Additional Information

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose‑led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well‑being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.