Job Description

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: Up to ₹32,000.00 per month

Work Location: In person