Trainer - Financial Literacy (Bengaluru)

Trainer - Financial Literacy (Bengaluru)

01 Aug
|
Important Company of the Sector
|
Bengaluru

01 Aug

Important Company of the Sector

Bengaluru

. 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).





Qualifications & Experience


- 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 solid field orientation.

- Strong
attention to detail for documentation and beneficiary records.





📌 Trainer - Financial Literacy (Bengaluru)
🏢 Important Company of the Sector
📍 Bengaluru

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