BFSI Trainer

The BFSI Trainer is responsible for delivering high-quality training programs on banking, financial services, and insurance concepts. The role focuses on enhancing learners’ technical knowledge, regulatory understanding, sales skills, and customer-handling capabilities to meet industry standards.

Key Responsibilities

• Deliver classroom and virtual training on Banking, Insurance, Mutual Funds, and Financial Products
• Train candidates on RBI, SEBI, IRDAI regulations and compliance
• Conduct product, process, and sales training for BFSI roles
• Prepare and update training modules, presentations, and study materials
• Assess trainee performance through tests, role-plays, and evaluations
• Provide soft skills and customer service training relevant to BFSI roles
• Mentor trainees for interviews, certifications, and on-the-job readiness
• Maintain training records, attendance, and performance reports
• Coordinate with placement and operations teams for workforce readiness

Required Skills & Competencies

• Strong knowledge of Banking, Insurance, NBFC, and Financial Markets
• Understanding of KYC, AML, CASA, Loans, Credit Cards, and Investments
• Excellent communication and presentation skills
• Ability to simplify complex financial concepts
• Proficiency in MS PowerPoint, Excel, and LMS platforms
• Good classroom management and engagement skills

Qualifications

• Graduate/Postgraduate in Finance, Banking, Commerce, or Management
• Certifications in BFSI / NISM / IRDAI / AMFI preferred
• Prior experience in banking, insurance, or financial services training is an advantage

Experience

• 1–5 years of experience in BFSI training or industry operations

Preferred Industry Background

• Banks, NBFCs, Insurance Companies
• BPO/KPO BFSI Processes
• Training Institutes & Skill Development Centers

Job Types: Full-time, Permanent

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

Work Location: In person