Bfsi Trainer

2 days ago

Lucknow Uttar Pradesh, India Smile Foundation Full time

**Position Summary**:
**Key Responsibilities**:
**1. Training Delivery**
- Conduct classroom and practical sessions as per the prescribed curriculum
- Deliver interactive training using real-life examples, role plays, and digital tools.
- Ensure effective understanding of core topics such as:

- Basics of Banking & Financial Systems
- Customer Service & Relationship Management
- Financial Products, Services, and Insurance
- Digital Banking, UPI, and Financial Inclusion
- Sales & Marketing in BFSI
- KYC, AML, and Regulatory Compliance
- Prepare trainees for job roles such as _Customer Service Executive, Business Correspondent, Relationship Officer, Loan Executive, or Sales Representative._

**2. Training Management & Quality**
- Develop lesson plans, session notes, and training aids as per guidelines.
- Ensure completion of syllabus within the given timelines.
- Monitor trainee attendance, performance, and discipline.
- Conduct assessments, quizzes, and mock interviews to measure learning outcomes.
- Maintain training records, progress reports, and evaluation sheets.

**3. Industry & Placement Linkage Support**
- Coordinate with placement teams to understand industry requirements.
- Mentor students on workplace behavior, soft skills, and interview preparation.
- Support exposure visits or guest lectures from banking/financial professionals.
- Update course content based on industry trends and recruiter feedback.

**4. Compliance & Documentation**
- Ensure adherence to project documentation standards.
- Maintain batch-wise reports, photos, attendance, and evaluation records.
- Support audits, monitoring visits, and internal reviews with proper documentation.

**Qualifications & Experience**:

- **Education**:

- Graduate/Postgraduate in Commerce, Finance, Business Administration, Economics, or related field.
- Certification in BFSI, NISM, NCFM, or equivalent will be an added advantage.
- **Experience**:

- Minimum 2-6 years of experience in BFSI sector or as a trainer.
- Prior experience in government or CSR skill development projects desirable.

**Skills & Competencies**:

- Strong understanding of BFSI concepts, products, and processes.
- Excellent communication, presentation, and facilitation skills.
- Ability to motivate and engage youth from diverse backgrounds.
- Strong organizational and reporting skills.
- Fluency in English and local language(s).

**Key Performance Indicators (KPIs)**:

- Training batches completed as per schedule.
- Student attendance and completion rate.
- Average trainee assessment/test score.
- Trainee and employer satisfaction feedback.

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person

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