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 secure
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.