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).
  
• 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.