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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.





Requirements

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).
  • Comfortable delivering sessions to mixed groups (varying education levels).
  • Knowledge of:
    • personal finance basics (budgeting, savings, debt, credit)
    • banking & digital payments (UPI, online safety)
    • insurance and basic investment concepts
    • government financial inclusion schemes (e.g., PMJDY, PMSBY, PMJJBY, APY, etc.)
  • Basic proficiency in MS Office / Google tools for reporting.

Preferred Attributes

  • Prior work with financial literacy programs, CSR programs, skilling programs, or community -based initiatives.
  • Experience in working with blue -collar workers, informal sector groups, senior citizens, or low -income communities.
  • Strong field orientation and ability to work independently with minimal supervision.
  • Local cultural sensitivity and problem -solving ability.


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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