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IN Process Trainer (India)

Fintech Farm · All India

📅 19/08/2026
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Job Role Purpose & Objective: The Process Trainer is responsible for ensuring operations teams are process-ready, compliant, and aligned to business execution standards. The role focuses on delivering hands-on training for banking/NBFC processes, supporting floor readiness, minimizing operational errors, and ensuring adherence to regulatory and internal requirements. KEY DUTIES & RESPONSIBILITIES OF THE ROLE: - Deliver end-to-end process training for KYC operations, including onboarding, documentation, verification, regulatory checks, and exception handling. - Conduct customer support process training, covering customer interaction workflows, query resolution, service standards, escalation handling, and compliance requirements. - Deliver product, policy, and process training for new joiners and existing operations staff. Conduct refresher and change trainings for SOP updates, audit findings, regulatory changes, and process enhancements. - Provide floor-level process support, coaching, and real-time clarifications to customer-facing and backend operations teams. - Ensure process certification, knowledge checks, and readiness before floor deployment. - Maintain training records, certifications, and documentation in line with RBI and internal audit requirements. - Analyse error trends, quality findings, customer complaints, and audit observations to address execution gaps through targeted training. - Work closely with Operations, Quality, Risk, and Compliance teams to ensure uniform and compliant process execution. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS: - 4+ years of experience in banking and NBFC operations - Exposure to KYC and customer support process training or floor support. - Strong knowledge of KYC processes, customer support operations, and banking/NBFC workflows. Working knowledge of credit cards, personal loans, and retail lending operations. - Understanding of customer onboarding, lifecycle management, servicing, and regulatory controls. - Solid com .
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