Insurance & Finance Trainer

Position: Insurance & Finance Trainer – Fresher

Employment Type: Full-Time

Experience: Fresher / 0–1 Year

Location: Belapur, Navi Mumbai

Department: Training & Skill Development

About the Role

We are looking for an enthusiastic and knowledgeable Insurance & Finance Trainer who is passionate about teaching and developing students for careers in the BFSI (Banking, Financial Services & Insurance) sector.

This is an excellent opportunity for a fresh graduate/postgraduate who has a strong academic background in Finance, Banking, Insurance, Commerce, Economics, or Management and wants to build a career in training and education.

Key Responsibilities

- Deliver engaging classroom and practical training sessions on Banking, Finance and Insurance .
- Explain basic and intermediate concepts in an easy-to-understand manner.
- Prepare lesson plans, presentations, assignments, quizzes and practical activities.
- Train students on topics such as:
- Banking fundamentals
- Financial products and services
- Insurance fundamentals
- Life & General Insurance
- Loans and credit
- KYC and banking operations
- Financial planning and investment basics
- Mutual Funds and other investment products
- Risk management
- BFSI terminology and industry practices
- Conduct mock interviews, group discussions and role-plays to improve students' employability.
- Assess students through tests, assignments, presentations and practical activities.
- Maintain attendance, assessment records and training reports.
- Provide mentoring and career guidance to students.




- Stay updated with developments in the BFSI industry.
- Coordinate with the placement team to make students job-ready for banking, finance and insurance roles .

Eligibility
- Graduate/Postgraduate in Finance, Banking, Insurance, Commerce, Economics, Management or a related field .
- Freshers are welcome.
- Strong academic knowledge of Finance/BFSI concepts.
- Good communication and presentation skills.
- Comfortable speaking in English and Hindi; Marathi would be an advantage.
- Good command of MS Office/PowerPoint/Excel .
- Passion for teaching, mentoring and working with students.

Preferred Skills
- Knowledge of the Indian Banking & Insurance sector.
- Basic understanding of financial markets and investment products.
- Ability to simplify complex financial concepts.
- Valuable classroom management skills.
- Confident personality and professional communication.
- Willingness to learn and develop as a professional trainer.

What We Offer
- Full-time career opportunity in the BFSI skill-development sector .
- Structured training and mentoring to develop professional training skills.
- Opportunity to work with colleges, corporates and industry-linked skill development programs.
- Exposure to Banking, Financial Services, Insurance and employability training.
- Career growth opportunities based on performance.

Ideal Candidate We are looking for someone who is energetic, confident, disciplined and passionate about teaching , with a genuine interest in helping young graduates build successful careers in the BFSI industry.

Freshers with strong Finance/BFSI knowledge are encouraged to apply.

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