Corporate Trainer – Personal Finance

1 Finance; Mumbai; On-site; INR 1,200,000 - 1,900,000; Full time

Job summary

1 Finance in Mumbai is seeking a full-time Corporate Trainer – Personal Finance to design and deliver training programs on budgeting, investments, tax planning, and debt management. The role focuses on creating structured content, presentations, and learning materials for internal teams and external audiences.

The trainer will assess learner needs, update content for regulatory changes, and work with subject matter experts to ensure learner engagement aligns with 1 Finance’s human-first,

Qualifications

• Strong knowledge of personal Finance and Financial Planning and ability to translate concepts into practical guidance.
• Proven experience in Training and Teaching, preferably in corporate or adult-learning environments.
• Excellent communication, presentation, and facilitation skills with ability to engage diverse audiences.
• Ability to design training curricula, develop content, and use modern learning tools and methodologies.

Responsibilities

• Design structured training content, presentations, and learning materials.
• Deliver training sessions in classroom or workshop style to internal teams and external audiences.
• Assess learner needs and evaluate training effectiveness; update content to reflect regulatory and market changes.
• Collaborate with subject matter experts and leadership to align training with business goals.

Skills

Corporate training

Training delivery

Curriculum design

Presentation skills

Communication

Education

Bachelor’s degree in Finance or related field

Job description

Company Description

1 Finance is a new-age personal finance institution focused on helping individuals achieve financial peace of mind through truly people-centric advice. The company combines data, behavioral insights, and human context to deliver hyper-personalized, zero-commission financial guidance across areas such as investments and tax. As a registered SEBI investment advisor (RIA), 1 Finance brings multiple financial services together under one roof to support overall financial well-being. Through 1 Finance P2P, it is also reimagining lending by directly connecting borrowers and lenders via a transparent, data-driven platform that looks beyond traditional credit scores to restore trust and access in lending.

Role Description

This is a full-time, on-site Corporate Trainer – Personal Finance role based in Mumbai. The Corporate Trainer will design and deliver training programs on personal finance topics, including budgeting, savings, investments, tax planning, and debt management, for internal teams and external audiences. Responsibilities include creating structured training content, presentations, and learning materials; conducting classroom and workshop-style sessions; and simplifying complex financial concepts into practical, relatable guidance. The role also involves assessing learner needs, evaluating training effectiveness, updating content to reflect regulatory and market changes, and collaborating with subject matter experts and leadership to align training with business goals. The trainer is expected to maintain high standards of learner engagement and ensure that training supports 1 Finance’s human-first, hyper-personalized approach to financial well-being.

Qualifications

• Strong knowledge of personal Finance and Financial Planning, with the ability to translate concepts into practical guidance.
• Proven experience in Training and Teaching, preferably in corporate or adult-learning environments
• Excellent communication, presentation, and facilitation skills, with the ability to engage diverse audiences.
• Ability to design training curricula, develop content, and use modern learning tools and methodologies.
• Strong analytical and problem-solving skills, with attention to detail and an aptitude for data-driven insights.
• Bachelor’s degree in Finance, Commerce, Economics, Education, Business, or a related field; professional certifications in financial planning or training are an advantage.
• Comfort working in a fast-paced environment, with a learner-centric mindset and commitment to ethical, zero-commission financial guidance.