Trainer Financial Literacy , Banking & Financial Services

Role & 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.

Preferred 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:

  15 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
• Willingness to travel to project locations and conduct field sessions.
• Prior experience with

  NSDC/CSR/State Govt. skill projects

  preferred.
• Retired Bankers, Practising CAs, Teachers, etc are encouraged to apply

• Location : Kerala, Gujarat, Sikkim, Meghalaya, Odisha, Chhattisgarh, Jharkhand, Assam and Maharashtra