Retail & 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.