BFSI Trainer

Position Summary:

The BFSI Trainer will be responsible for delivering high-quality training in Banking, Financial Services, and Insurance to youth under various skilling and livelihood programs. The role involves conducting theoretical and practical sessions, preparing candidates for entry-level roles in the BFSI sector, and ensuring that they meet the industry’s employability standards.

Key Responsibilities:

1. Training Delivery

• Conduct classroom and practical sessions as per the prescribed curriculum
• Deliver interactive training using real-life examples, role plays, and digital tools.
• Ensure effective understanding of core topics such as:
• Basics of Banking & Financial Systems
• Customer Service & Relationship Management
• Financial Products, Services, and Insurance
• Digital Banking, UPI, and Financial Inclusion
• Sales & Marketing in BFSI
• KYC, AML, and Regulatory Compliance
• Prepare trainees for job roles such as Customer Service Executive, Business Correspondent, Relationship Officer, Loan Executive, or Sales Representative.

2. Training Management & Quality

• Develop lesson plans, session notes, and training aids as per guidelines.
• Ensure completion of syllabus within the given timelines.
• Monitor trainee attendance, performance, and discipline.
• Conduct assessments, quizzes, and mock interviews to measure learning outcomes.
• Maintain training records, progress reports, and evaluation sheets.

3. Industry & Placement Linkage Support

• Coordinate with placement teams to understand industry requirements.
• Mentor students on workplace behavior, soft skills, and interview preparation.
• Support exposure visits or guest lectures from banking/financial professionals.
• Update course content based on industry trends and recruiter feedback.

4. Compliance & Documentation

• Ensure adherence to project documentation standards.
• Maintain batch-wise reports, photos, attendance, and evaluation records.
• Support audits, monitoring visits, and internal reviews with proper documentation.

Qualifications & Experience:

• Education:
• Graduate/Postgraduate in Commerce, Finance, Business Administration, Economics, or related field.
• Certification in BFSI, NISM, NCFM, or equivalent will be an added advantage.
• Experience:
• Minimum 2–6 years of experience in BFSI sector or as a trainer.
• Preference for candidates with experience in retail banking, insurance, or microfinance.
• Prior experience in government or CSR skill development projects desirable.

Skills & Competencies:

• Strong understanding of BFSI concepts, products, and processes.
• Excellent communication, presentation, and facilitation skills.
• Proficiency in MS Office, online training tools, and digital banking applications.
• Ability to motivate and engage youth from diverse backgrounds.
• Strong organizational and reporting skills.
• Fluency in English and local language(s).

Key Performance Indicators (KPIs):

• Training batches completed as per schedule.
• Student attendance and completion rate.
• Average trainee assessment/test score.
• Placement conversion rate of trained candidates.
• Trainee and employer satisfaction feedback.

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person