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.