Financial Literacy Trainer

Financial Literacy Trainer

Job Type: Full-Time / Project-Based

Locations: Shankarpalli, Telangana | Pune, Maharashtra

Experience: 12 Years

Education: Bachelor's/Master's Degree Reporting To: Project Coordinator

Job Description

We are hiring a Financial Literacy Trainer to deliver a structured financial literacy programme for women beneficiaries, helping them build practical skills to manage household and enterprise finances. The ideal candidate is passionate about community development and skilled at simplifying financial concepts for grassroots audiences.

Key Responsibilities

• Deliver the Financial Literacy Curriculum through interactive and practical training methods
• Train women on money management, budgeting, savings, banking, financial inclusion and digital payments
• Provide practical demonstrations on UPI, mobile banking, cyber safety and fraud prevention
• Build knowledge on credit, loans, EMI management, insurance, pensions and government schemes
• Train beneficiaries on business costing, pricing, profit/loss, cash-flow, working capital and financial planning
• Support women in bookkeeping, maintaining financial records, receipts, invoices and transaction documentation
• Conduct practical exercises, case studies, financial simulations and business planning activities
• Conduct pre- and post-training assessments and provide additional support where needed
• Maintain attendance, training records, assessments, session reports and beneficiary data
• Coordinate with centre teams for mobilization, training schedules and beneficiary participation
• Support documentation of success stories and financial empowerment outcomes
• Provide regular updates and feedback to the project team

Curriculum Areas

Financial Management • Budgeting & Savings • Banking & Financial Inclusion • Digital Financial Literacy • Credit & Loans • Government Schemes • Investment & Income Management • Record Keeping • Entrepreneurship & Business Finance • Financial Decision-Making • Leadership & Financial Confidence • Action Planning

Qualification & Experience

• Bachelor's/Master's degree in Commerce, Finance, Economics, Business Administration, Social Work, Rural Development or a related field
• 1–2 years of experience in financial literacy, financial inclusion, banking, microfinance, entrepreneurship or livelihood programmes
• Experience working with SHGs, rural women and community-based programmes preferred
• Practical knowledge of banking, UPI, digital payments, savings, credit and government financial schemes
• Financial Literacy/Financial Education certification preferred

Key Skills

Training & Facilitation | Communication & Presentation | Financial Concept Simplification | Community Engagement | Documentation & Reporting | MS Office/Google Workspace | Local Language Proficiency (Telugu for Shankarpalli; Marathi/Hindi for Pune) | Willingness to Travel Locally

Key Performance Indicators

• Timely completion of the training curriculum
• Training attendance and completion rate
• Improvement in pre- and post-training assessment scores
• Adoption of budgeting, savings and financial record-keeping practices among women
• Improved use of formal banking and digital financial services
• Development of household/business financial plans
• Improved financial confidence and decision-making among beneficiaries

Industry: NGO / Social Development / Financial Inclusion Functional Area: Training & Development Employment Type: Full-Time, Project-Based