BFSI Trainer

1. Role Overview

The BFSI Trainer is responsible for delivering high-quality training on banking, financial literacy, customer service, and insurance-related modules. The role focuses on preparing youth for entry-level roles in banks, NBFCs, microfinance institutions, insurance companies, and fintech organisations.

2. Key Responsibilities

Training Delivery

Deliver structured and practical modules on:

• Introduction to BFSI Sector & Career Roles
• Banking Basics:
• Types of accounts (Savings, Current, CASA)
• KYC norms and documentation
• Deposits, withdrawals, cheque handling
• Digital banking and UPI
• Microfinance & NBFC operations
• Insurance Basics (Life, Health, General Insurance)
• Customer Service & Relationship Management
• Sales Fundamentals & Lead Generation
• Credit, Lending & Collections basics
• Compliance, Ethics & Regulatory Guidelines
• Workplace Etiquette & Professional Behaviour
• Interview preparation specific to BFSI roles

Use role plays, case studies, simulations (KYC, customer handling, sales pitch), and practical assignments.

Training Management

• Develop lesson plans, training modules, quizzes, and assessments.
• Maintain training records, attendance sheets, and trainee progress reports.
• Conduct pre/post assessments and provide feedback to trainees.
• Ensure batch discipline and engagement.

Trainee Support & Mentoring

• Provide mentoring, doubt-clearing, and individual support for weaker students.
• Conduct mock interviews for roles such as:
• Customer Service Executive
• Telecaller / Relationship Executive
• Field Sales Officer
• Insurance Advisor
• Loan Officer / Collection Executive
• Guide students on career pathways in BFSI sector.

Centre Operations & Coordination

• Coordinate with mobilization team during batch onboarding.
• Work with placement team to align training with employer requirements.
• Support exposure visits, job fairs, and employer interaction sessions.
• Maintain a positive and professional learning environment.

3. Required Qualifications & Experience

• Graduate in Commerce / Finance / Banking / Business Administration preferred.
• 1–4 years of experience in BFSI sector or BFSI training roles.
• Experience in customer service, sales, microfinance, or NBFC operations preferred.
• Strong communication and facilitation skills.
• Knowledge of regulatory guidelines (RBI, IRDAI) is an added advantage.

4. Key Competencies

• Strong understanding of banking & financial services
• Excellent communication and presentation skills
• Ability to simplify financial concepts for youth
• Coaching, mentoring, and classroom management skills
• Digital proficiency (MS Office, Banking Apps, CRM tools)
• Empathy, patience, and youth-friendly behaviour

5. Salary & Benefits

• Salary as per project norms and experience.
• Opportunities for ToT, certification programs, and BFSI industry exposure.
• Growth opportunities within skilling, training, and financial education.

6. Work Schedule

• Monday to Saturday (as per centre timings).
• Flexibility for employer talks, drives, and events.

Job Type: Full-time

Pay: ₹32,000.00 per month

Work Location: In person