Trainer - Financial Literacy

A. Training & Session Support

• Assist the
  Senior Trainer in delivering financial literacy sessions as per the
  approved curriculum and session plan.
  
• Support
  facilitation activities such as group discussions, demonstrations (digital
  payments), and Q&A.
  
• Help ensure
  sessions remain inclusive and participant -friendly, especially for
  first -time learners and senior citizens.
  

B. Beneficiary Registration &
Digital Onboarding

• Support
  beneficiary registration on DigiLocker and relevant government
  schemes (as applicable).
  
• Collect and
  maintain required proof/documents in line with project guidelines.
  
• Guide
  participants on safe digital practices (OTP security, fraud awareness,
  safe online transactions).
  

C. Mobilization & Participant
Coordination

• Assist
  mobilizers and location leaders in mobilizing participants and organizing
  financial literacy sessions.
  
• Coordinate with
  local stakeholders (community leaders, employers, RWAs, institutions) for
  smooth session scheduling and participation.
  
• Ensure
  participants receive timely communication about session details.
  

D. Logistics & Field Execution

• Support session
  logistics including venue setup, training materials arrangement, and
  equipment readiness (projector, speakers, etc. where applicable).
  
• Ensure
  availability, distribution, and collection of training materials at the
  location.
  
• Support overall
  smooth execution of field activities at assigned sites.
  

E. Documentation & Reporting

• Maintain
  attendance records and required documentation (session reports,
  registration sheets, photo evidence, etc.).
  
• Submit
  daily/weekly reports to the Location Leader/Project Manager including
  session details, beneficiary onboarding numbers, and key observations.
  
• Support
  collection of participant feedback, testimonials, and case stories.
  

F. Quality & Compliance

• Ensure training
  support and beneficiary onboarding follow project quality standards and
  safeguarding guidelines.
  
• Communicate
  financial concepts responsibly (no misleading claims, no investment
  promises).
  

Requirements

• Graduate/Bachelor’s
  degree in Social Work, Commerce/Economics, Education, Management, or a
  related field (preferred).
  
• 2–5 years of experience
  in community -based projects, training support, mobilization, or field
  implementation.
  
• Exposure to
  financial literacy, banking awareness, insurance, or digital payments
  initiatives is an advantage.
  

Key Skills

• Good
  communication and interpersonal skills; confidence in interacting with
  diverse adult audiences.
  
• Fluency in the
  local language; basic proficiency in English.
  
• Comfortable
  using mobile apps for registration/onboarding and basic reporting tools.
  
• Basic
  proficiency in MS Office / Google tools (Word/Excel/Sheets).
  
• Willingness to
  travel and work in field locations as per project plan.
  

Preferred Attributes

• Prior experience
  supporting training programs (especially financial literacy, digital
  literacy, skilling, or CSR programs).
  
• Ability to work
  independently with minimal supervision while coordinating closely with the
  Senior Trainer.
  
• Flexible,
  adaptive, and culturally sensitive with strong field orientation.
  
• Strong
  attention to detail for documentation and beneficiary records.