Job ID: 289422

Regional Manager - Training

CRISIL Foundation

Location: Guwahati, Assam

Apply by: 08 May 2026

Relevant Sectors

Capacity Building, Training, Advocacy

Private Sector, Corporate Social Responsibility

Social, Gender, Education, Youth, Child

Name of the Project & Organization - Moneywise Centre for Financial Literacy, CRISIL Foundation
Designation: Consultant ( Task Based) : Regional Manager – Training & Capacity Building
Primary Reporting: Project Implementation
Location – Guwahati
Languages known – Hindi, English, Assamee
Interested Candidates may share their CVs via email with subject line:
Application for the Position of Regional Manager Training - Moneywise CFL Project, Guwahati
Email ID: moneywise.cfl@crisil.com
Regional Manager Training will be in charge of the all the functions related to capacity building of CFL team members. S/he will be responsible for ensuring project implementation as per the implementation plan. S/he will understand training needs of team members and curate trainings accordingly. S/he will ensure skill assessment and continuum of capacity building for CFL team members. S/he will gather specific requirements from the ground and share the same with Regional Head / Head Implementation and Head L & D and M & E for developing suitable training material / capsules. S/he through Capacity Building Officers will ensure hard copy of data formats are filled up correctly and shared with DEO for daily entry. Based on on-ground feedback, S/he will modify the strategy. S/he will be responsible for monitoring the CFLs and, with support from Manager/ Capacity Building Officer, ensure that on ground trainings are held as per plan and quality maintained. S/he will closely work with RM Operations to ensure overall target achievement for State / region.
Key Roles and Responsibilities:
Outreach –
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Conduct weekly catch up with RM Operations to understand village wise achievement. Provide support wherever required
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Participate in developing strategy for completing outreach targets including enhancing linkages on ground.
Finance –
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Track budget v/s actual spends
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Ensure optimal utilization for budget – CFL wise
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Prepare training budget and share the same with finance
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Ensure all training bills are submitted on time and track payment for the same.
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Red flags if any, share with Regional Head / Head Implementation
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Ensure timely preparation of Opex by ensuring timely expense submission
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Ensure assets procurement through procurement and tracking at CFL level
2
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Along with RM Operations, track funds and ensure optimal utilization. Flag red flags if any to Head Implementation.
HR –
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Ensure HR related compliances – vacancies filled up immediately, timely attendance submissions, entry and exit, F & F (within 45 days)
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Provide platform for grievance redressal
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Coordinate with HR for R & R
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Conduct appraisals of team members and provide feedback in coordination with HR
Admin and reporting –
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Ensure monthly report submission to Banks, RBI
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Ensure monthly report submission – internal reports to CRISIL
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Ensure team submits monthly plan and achievement to LDMs, banks and RBI RO
Capacity building and communication –
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Support the Head L&D and M & E to prepare the training toolkit for CFL project including content, tools, pedagogy etc. as well as support in design, translate and print the toolkits as required in the project
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Ensure capacity building of all team members
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Planning and execution of physical training for team members
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Execute skill assessment for team members
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Ensure availability of training materials in CFLs
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Get feedback from RM Operations on field team’s requirements
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Conduct monthly / quarterly review with the team – for progress and new skills
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Ensure flow of case studies for newsletter
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Ensure required details are shared with Head L & D, M & E for social media posts along with data sharing consent
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Prepare and share mailing list for MoneyWise CFL Newsletter circulation
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Provide region specific insights for content development
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Based on field insights develop suitable training material
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Support the Head L&D to prepare the training manual, SOPs and calendar for CFL
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Report divergences, suggest corrective measures and updates
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Based on the need, identify trainers for area level, plan and monitor their trainings for building capacities of field teams.
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Check, validate and process the claims submitted by the trainers
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With inputs from Capacity Building officers, District Manager, map competencies and firm up L & D process for the team, prepare plan/ calendar and execute training
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Through Capacity Building Officer, conduct annual needs assessment of the project team mapped
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Ensure timely reports from the trainers and share the same with Head L & D
3
Monitoring and handholding –
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Plan and conduct field visits based on the data
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Share field visits reports with CFL team, Regional Head / Head Implementation and Head L & D and M & E
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Ensure ATR submission from field team
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Based on the data, work out plan with team for their monitoring and handholding visits
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Check monitoring visit reports of Capacity Building Officers to understand and map progress
Stakeholder Management –
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Along with RM Operations, plan stakeholder meetings on pre-defined intervals.
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Ensure ATR
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In case of any challenges with stakeholders, share the same with Head Implementation for further action
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Under the guidance of Head L & D , M & E, organise regional level stakeholder meetings to ensure visibility of CRISIL Foundation and gain insights on FL/ FI landscape of the region.
Data and MIS
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Ensure uniform data formats are used for capturing field level data in hard copies
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Support RM Operations wherever required to ensure data is shared with M & E team for Dhwani upload
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Support RM Operations wherever required to ensure regular data entry in ADEPT portal
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Ensure submission of visit reports in pre – defined formats
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Using checklist ensure that quality of programmes and outcomes in the field are achieved as planned
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Ensure quality of the training delivered by the trainers (for field teams – regional, area)
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Travel extensively to the field to observe, suggest corrective measures and provide handholding as per need
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Conduct and participate in regular trainings and ToTs at all levels in the project
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Gather and compile feedback from the field on the relevance and effectiveness of content, tools, pedagogy and trainings

Job Email ID:

moneywise.cfl(at)crisil.com