BFSI Trainer

3 days ago

Bareilly, Uttar Pradesh, India Smile Foundation Full time

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: ₹32,000.00 per month

Work Location: In person