Retail And BFSI Trainer

Key Responsibilities

Training Delivery

• Deliver retail training in accordance with the approved curriculum and session plans.
  
• Train learners in retail operations, customer service, sales techniques, product presentation, visual merchandising, inventory management, billing and point-of-sale operations.
  
• Develop learners’ communication, workplace etiquette, digital literacy and employability skills.
  
• Use role plays, case studies, demonstrations, group activities and practical exercises to make sessions engaging and job-relevant.
  
• Deliver classroom and online training sessions in Banking, Financial Services, and Insurance (BFSI) domain.
  
• Prepare session plans, training materials, assessments, and practical activities as per curriculum guidelines.
  
• Train students on banking operations, insurance products, financial services, customer handling, sales, and digital banking concepts.
  
• Conduct interactive learning sessions including role plays, case studies, mock interviews, and presentations.
  
• Ensure student attendance, participation, discipline, and learning outcomes.
  
• Conduct pre-assessments and post-assessments to track student progress.
  
• Provide career guidance, interview preparation, and placement readiness support to students.
  
• Maintain attendance records, MIS reports, assessments, feedback forms, and training documentation.
  
• Coordinate with placement and mobilization teams for student enrollment and job opportunities.
  
• Support field activities, community outreach, mobilization drives, counselling sessions, and awareness campaigns for student enrollment.
  
• Support center activities and parent counseling whenever required.
  

Requirements

• Strong knowledge of Banking, Financial Services, and Insurance sector.
  
• Good understanding of banking products, insurance, KYC, customer service, and sales processes.
  
• Ability to motivate and mentor youth for employment opportunities.
  
• Knowledge of BFSI certifications like NISM/NCFM will be an added advantage.
  
• Candidates with strong retail-industry experience and an appropriate diploma may also be considered.
  
• Two to five years of relevant experience in retail operations, sales, customer service or retail training.
  
• At least one year of classroom, vocational or workplace training experience is preferred.
  
• Ability to work collaboratively with training, mobilisation, placement and project teams.