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Master Trainer - Financial Literacy

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Job Description - 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).



Original job Master Trainer - Financial Literacy posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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