Provide the new hire with necessary company policies and guidelines on finance leasing
Presentation on the company's history, values, and culture
Provide detailed job description and expectations
Introduce the new hire to the team and assign a mentor
Set up the new hire's workstation and provide necessary equipment
Walk through the company's financial systems and software
Provide specific training on finance lease contracts and negotiation strategies
Carry out role play scenarios for handling client interactions
Approval: Finance System Usage
Arrange meeting with the Sales team for inter-department knowledge transfer
Give an overview of the company's client base and market position
Understanding client needs and offering suitable leasing solutions training
Provide training on proper documentation and report writing
Present the company's compliance regulations and legal considerations in finance leasing
Discuss the targets and performance metrics for the position
Completion of all mandatory online courses
Shadow an experienced consultant for hands-on experience
Approval: Training Completion by HR
Assign initial set of clients to handle under supervision
Set up regular check-ins and feed-back sessions with the manager
