Trainer – Banking & Financial Services

Job Summary:

Financial Literacy Trainers

Key Responsibilities:

• Deliver

  financial literacy training sessions

  to target groups including youth, women, rural populations, SHGs, and unbanked segments as per project curriculum.
• Train participants on:
• Basics of Banking & Financial Services
• Savings, Budgeting, and Financial Planning
• Insurance and Risk Protection
• Credit & Debt Management
• Government Financial Schemes (e.g., PMJDY, PMJJBY, PMSBY)
• Digital Banking, UPI, Mobile Wallets, and Cyber Security
• Ensure training delivery meets project quality standards, timelines, and outcomes.
• Maintain session attendance, feedback, and training records as per reporting requirements.
• Motivate and encourage learners to adopt formal financial practices and access financial services.
• Liaise with local stakeholders including banks, SHGs, panchayats, and community leaders for mobilization and outreach.

Candidate Profile:

• Education:

• Graduate in any discipline (preferably in Commerce, Economics, Social Work). Certification in Financial Literacy, BFSI, or NISM/NABARD modules is desirable.

• Experience:

• 1–5 years in training or community outreach roles, preferably in financial inclusion, SHG training, or BFSI skill projects.

• Skills Required:

• Good communication skills in local/regional language
• Basic understanding of BFSI products and services
• Ability to connect with grassroots-level participants
• Familiarity with digital financial tools and mobile banking
• Documentation and basic reporting skills

Other Requirements:

• Willingness to travel to project locations and conduct field sessions.
• Prior experience with

  NSDC/CSR/State Govt. skill projects

  preferred.
• Retired Bankers, Practising CA’s, Teachers, etc are encouraged to apply

Remuneration:

Based on experience, location, and project norms.