Master Trainer - Financial Literacy

Training Delivery & Facilitation

• Deliver financial
  literacy sessions (45 mins–2 hours) using the approved
  content/curriculum and session plan.
  
• Ensure sessions
  are interactive, contextual, and suitable for adult learners (including seniors and working populations).
  
• Conduct
  sessions on key topics like budgeting, savings, banking, digital payments,
  fraud awareness, insurance, borrowing, investments, and government
  schemes.
  
• Use real -life
  examples, simple language, and visual aids to improve participant
  understanding.
  

B. Beneficiary Support & Digital
Onboarding

• Facilitate
  participant enrollment/registration on DigiLocker and other
  relevant tools/schemes (as applicable to session goals).
  
• Support
  participants in understanding and accessing formal financial services
  (bank accounts, digital payments, insurance enrollment, etc.).
  
• Ensure safe
  digital practices are explained clearly (OTP safety, phishing awareness,
  fraud prevention).
  

C. Community Engagement & Outreach
(as per project plan)

• Support
  mobilization activities with local teams to ensure adequate participation
  in planned sessions.
  
• Build rapport
  with participants, community leaders, employers, institutions, and
  stakeholders at the assigned location(s).
  
• Coordinate with
  partner institutions, community centers, RWAs, worker groups, etc. for
  session scheduling.
  

D. Team Coordination & Field
Oversight

• Coordinate
  daily work with mobilizers/field staff to ensure training schedules,
  attendance, and logistics are executed smoothly.
  
• May be required
  to guide and supervise 2–4 field support members/mobilizers at the
  assigned location, depending on the project structure.
  
• Ensure training
  quality, participant engagement, and on -ground execution as per
  guidelines.
  

E. Documentation & Reporting

• Maintain attendance
  sheets, session reports, beneficiary data, and supporting documentation.
  
• Share
  weekly/monthly reports including: session data, key learnings, challenges,
  participant feedback, case studies, testimonials, and photos (as
  required).
  
• Provide timely
  updates to the Project Manager/central team.
  

F. Quality & Compliance

• Adhere to
  program quality standards, safeguarding norms, and communication
  guidelines.
  
• Ensure accurate
  communication of financial concepts (avoid misleading/overpromising on
  investment/returns).
  
• Manage basic
  session logistics and ensure expenses are within approved budgets.
  

Qualifications & Experience (Must
Have)

• Graduate degree in Commerce,
  Economics, Finance, Management, Social Work, Education, or a related
  field.
  
• 3–6 years of
  experience in training/facilitation with strong exposure to BFSI / banking
  / financial services / financial inclusion / insurance / investments /
  financial education.
  
• Demonstrated
  ability to explain financial concepts in simple and relatable ways to
  non -technical audiences.
  
• Experience in
  conducting group sessions/workshops for adults (workers/senior citizens is
  a plus).
  
• Willingness to
  travel locally and work across assigned project locations.
  

Key Skills

• Strong
  communication, facilitation, and interpersonal skills (Hindi/English +
  local language preferred).