Financial Education Specialist

4 days ago


Assam, India beBeeBFSI Full time ₹ 8,00,000 - ₹ 15,00,000

Job Title: Financial Education Specialist

We are seeking a dynamic and committed professional to deliver engaging financial education sessions under our BFSI skill development initiatives. The successful candidate will be responsible for conducting training sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking, savings, investments, credit, insurance, and digital finance.

Key Responsibilities:

  • Deliver 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 Requirements:

  • 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

Benefits:

This is an excellent opportunity for individuals who are passionate about financial education and empowerment. The successful candidate will have the opportunity to make a meaningful impact in the lives of others and contribute to the growth of the financial sector.

Contact Information:

Please note that we do not provide contact information in this job posting. Interested candidates should search online for the company website and follow the application instructions provided.



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