Job ID: 289451

Manager Training

Crisil Foundation

Location: Lucknow, Uttar Pradesh

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 – Manager Training (task based)
Primary Reporting: Regional Manager – Training
This is a full-time contractual position with Crisil Foundation. The ‘Manager Training’ will work under the direct supervision of the Regional Regional Manager – Training and will undertake following duties and responsibilities

Interested Candidates may share their CVs via email with subject line:
Application for the Position of Manager Training - Moneywise CFL Project
Email Id – moneywise.cfl@crisil.com

Key Roles and Responsibilities:
Outreach –
• Ensure implementation of regional strategy for village wise achievement
• Quarterly review of the strategy with Regional Head / Head Implementation
• Ensure village wise Targets are achieved
• Develop strategy for enhancing linkages on ground
• Ensure required linkages are undertaken with proper supporting
HR –
• Ensure HR related compliances – vacancies filled up immediately, timely attendance submissions, entry and exit, F & F (within 45 days)
• Provide platform for grievance redressal
• Coordinate with HR for R & R
• Conduct appraisals of team members and provide feedback in coordination with HR
Capacity building and communication –
• Ensure capacity building of all team members
• Build capacity of District Managers and Capacity Building Officer to check monthly plan v/s actual achievement for each CFL under them
• Support planning and execution of physical training for team members
• Support execution of skill assessment for team members
• Through weekly meeting with RM training understand field team’s requirements

• Conduct monthly / quarterly review with the team – for progress and new skills
• Prepare and share mailing list for MoneyWise CFL Newsletter circulation

Monitoring and handholding –
• Plan and conduct field visits based on the data
• Backtrack data submitted for ensuring authenticity of the data
• Check excel entries and ensure that all hard copies are complete and entered in excel
• Use monitoring visits to build capacities of the team members including District Managers and Capacity Building Officers
• Submit field visits reports with Regional Head / Head Implementation and Head L & D and M & E. Share main findings and actions to be taken with timeline with CFL team.
• Ensure ATR submission from field team
• Based on the data, work out plan with team for their monitoring and handholding visits
• Check monitoring visit reports of District Managers and Capacity Building Officers to understand and map progress
Stakeholder Management –
• Map relevant stakeholders – State, district level
• Conduct regular meetings / visits with LDMs, Bank circle offices/ zonal offices/ regional offices ( as applicable) and RBI RO
• Plan stakeholder meetings on pre-defined intervals.
• Ensure ATR
• In case of any challenges with stakeholders, share the same with Regional Head / Head Implementation for further action
• Support Regional Head / Head Implementation and Head L & D , and M & E, to organise regional level stakeholder meetings to ensure visibility of CRISIL Foundation and gain insights on FL/ FI landscape of the region.
Data and MIS
• Ensure uniform data formats are used
• Ensure each hard copy is complete and the data is entered in excel sheet.
• Back track data on sample basis
• With support from MIS Manager / MIS Officer prepare monthly presentation and monthly progress reports to be submitted to Regional Head / Head Implementation.
• Ensure data is shared with M & E team for Dhwani upload
• Ensure regular data entry in ADEPT portal
• Ensure correct data is shared with National Manager MIS for upload on Dhwani
• Ensure submission of visit reports in pre – defined formats

Job Email ID:

moneywise.cfl(at)crisil.com