Banking Expert

2 days ago

India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000
Financial Literacy Trainer - Banking

We are seeking dynamic and committed trainers to deliver engaging financial education sessions under banking skill development initiatives.

The trainer will be responsible for conducting financial awareness sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking services, savings, investments, credit, insurance, and digital finance.

Key Responsibilities:

  • Deliver financial literacy training sessions to target groups including youth, women, rural populations, self-help groups, 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, 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 banking services.
  • Liaise with local stakeholders including banks, self-help groups, panchayats, and community leaders for mobilization and outreach.

Candidate Profile:

  • Education: Graduate in any discipline (preferably in Commerce, Economics, or Social Work). Certification in Financial Literacy, Banking, or NISM/NABARD modules is desirable.
  • Experience: 1–5 years in training or community outreach roles, preferably in financial inclusion, self-help group training, or banking skill projects.
  • Skills Required: Good communication skills in the local language, Basic understanding of banking 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 Chartered Accountants, Teachers, etc are encouraged to apply.

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