BFSI Trainer (Banking, Financial Services, and Insurance)

Job Title: BFSI Trainer (Banking, Financial Services, and Insurance)

Job type: Full-time (freelance)

Job description:

We are looking for a knowledgeable and dynamic BFSI Trainer to join our team. The ideal candidate will be responsible for delivering training programs related to the Banking, Financial Services, and Insurance sectors. You will train students and professionals on core BFSI concepts, processes, and soft skills required for success in the industry.

Key Responsibilities:

• Design and deliver engaging training sessions on banking operations, financial markets, insurance products, and customer service.
• Explain key BFSI concepts, including KYC, AML, digital banking, mutual funds, insurance types, and financial compliance.
• Develop training materials, case studies, and assessments aligned with industry standards.
• Conduct pre-training and post-training evaluations to assess learning outcomes.
• Provide mentoring and career guidance to trainees.
• Stay updated with trends and regulatory changes in the BFSI sector.
• Coordinate with the training and placement team to align training with job opportunities.

Required Skills:

• In-depth knowledge of the BFSI sector (banking operations, financial products, insurance basics).
• Strong presentation and public speaking skills.
• Ability to simplify complex financial concepts.
• Strong interpersonal and communication skills.
• Familiarity with digital banking platforms and FinTech tools.
• Basic accounting and financial literacy.
• Knowledge of regulatory frameworks (RBI, SEBI, IRDAI).
• Proficient in MS Office (Excel, PowerPoint) and online training platforms.

Preferred Qualifications:

• Bachelor’s or Master’s degree in Commerce, Finance, Business Administration, or related field.
• Certifications such as NISM, IRDA, or NCFM are an added advantage.
• Prior experience in banking/financial institutions or training is highly desirable.

Job Types: Full-time, Contractual / Temporary, Freelance
Contract length: 3-4 months

Pay: ₹30,000.00 - ₹50,000.00 per month

Schedule:

• Day shift

Experience:

• BFSI trainer: 3 years (Required)

Work Location: In person

Application Deadline: 25/06/2025