Job ID: 302981

SEBI-Certified SMART Trainers

SANMAT (Sri Someshwar Nath Mahadev Trust)

Location: Jharkhand

Apply by: 15 Sep 2026

Relevant Sectors

Administration, HR, Management, Accounting/Finance

Capacity Building, Training, Advocacy

Empanelment of the SEBI-Certified SMART Trainers
To Conduct Financial Awareness Programs under the Investor Protection Fund of the Securities and Exchange Board of India
1. About SANMAT
SANMAT (Sri Someshwar Nath Mahadev Trust) is an Indian non-profit organisation founded in 2007, dedicated to bridging governance and implementation gaps in public welfare programs. Focusing on marginalised communities across states such as Bihar, Jharkhand, and Uttar Pradesh, it works extensively in the sectors of primary healthcare, skill development, and education access. By collaborating directly with state governments and running vocational training centres, SANMAT empowers underprivileged youth and women with sustainable livelihoods and upward mobility.
2. About the project Objectives of the Program
The overarching objective of the “Jago Investor Jago Forum” initiative, spearheaded by the Investor Protection Fund of SEBI, is to promote a financially aware and empowered society.
Through this Request for Proposal (RFP), Jago Investor Jago Forum intends to engage competent and committed SEBI-Certified SMART Trainers to advance the following core objectives:
2.1 Enhance Awareness of Financial Products and Services
To disseminate accurate, up-to-date, and practical knowledge regarding various financial products and services available in the Indian financial market, thereby enabling citizens to understand their features, benefits, and associated risks.
2.2 Educate on Risk Mitigation and Fraud Prevention
To equip participants with essential tools and strategies to identify, assess, and mitigate financial risks. Special emphasis will be placed on educating the public about common financial frauds, scams, and misleading investment schemes, along with methods to safeguard their financial interests.
2.3 Enable Informed Financial Decision-Making
To foster financial confidence among individuals by helping them make rational, evidence- based, and informed decisions regarding personal savings, investments, insurance, credit, and other financial activities. This objective also includes raising awareness of investor rights and grievance redressal mechanisms provided by SEBI and other regulatory bodies.
2.4 Promote Financial Literacy in Underserved and Rural Areas
To extend the reach of SEBI’s investor education programs to remote, underserved, and socio-economically disadvantaged regions, ensuring that financial knowledge is inclusive and accessible. The program aims to bridge the information divide by targeting first-time investors, women, rural youth, and marginalised groups who have limited exposure to formal financial systems.
Through the achievement of these objectives, the program aspires to support SEBI’s broader mission of creating a transparent, secure, and equitable investment ecosystem in India.
3. Program Design
Particulars Details
Target Audience Citizens aged 18 years and above
Minimum Participants per Session 50
Duration of Each Session Up to 45 minutes
Program Frequency 3-4 training per day

Content Delivery By SEBI Certified SMART Trainers
Documentation Photos (5–6), 30-second video clip, and attendance sheet per session.
4. Eligible Locations
The Financial Awareness Programs under the “Jago Investor Jago Forum” initiative can be conducted all over Jharkhand.
SEBI-Certified SMART Trainers are encouraged to propose coverage in multiple districts across Jharkhand, particularly targeting rural, semi-urban, and economically weaker sections of the population.
6. Venues to be considered
Sessions must be organised in educational or vocational institutions that ensure accessibility and adequate infrastructure. Preferred types of venues include:
? Schools
? Colleges
? Industrial Training Institutes (ITIs)
? Polytechnic Institutes
? Skill Training Centres
? Other recognised educational or skilling institutions
Implementing partners are responsible for obtaining venue permissions and ensuring a conducive environment for the effective delivery of the Financial Awareness Sessions.
7. Empanelment of SEBI Certified SMART Trainers Objective
In order to ensure uniformity, quality, and regulatory compliance in the delivery of Financial Awareness Programs under the Investor Protection Fund of SEBI, Jago Investor Jago Forum (JIJF) shall maintain a centralised panel of SEBI Certified SMART Trainers.
Only empanelled trainers shall be authorised to conduct sessions under this RFP.
8. Eligibility Criteria for Trainer Empanelment
Individuals seeking empanelment as Trainers must fulfil the following criteria:
• Must have successfully qualified the NISM Series XII – Securities Markets Foundation Certification Examination
• Must possess valid and verifiable certification
• Must be 21 years or above
• Must have basic experience in training, public speaking, financial awareness, or related activities
• Must comply with SEBI’s code of conduct for investor awareness programs
9. Roles and Responsibilities of Empanelled Trainers Empanelled Trainers shall:
• Deliver sessions strictly as per SEBI-approved content and guidelines
• Ensure session duration and structure compliance (45 minutes minimum)
• Maintain professional conduct and neutrality
• Avoid promoting any specific financial product, institution, or advisory service
• Ensure accurate communication of investor grievance redressal mechanisms
• Support documentation and attendance verification
10. Applicants must submit the following:
1. Updated Curriculum Vitae (CV)
2. Educational Qualification Documents (High School onwards)
3. National Institute of Securities Market Series XII Certificate

4. KYC Documents (Aadhaar Card, PAN Card, Passport-size Photograph)
11. Mandatory Conditions:
• All documents must be self-attested.
• KYC documents and NISM Series XII Certificate must also be uploaded on DigiLocker.
• Documents must be submitted in a single compiled PDF.

12. Compensation: Rs. 2500 per session, minimum of 3 sessions per day up to a maximum of 4 sessions per day, inclusive of travel and stay if required

Job Email ID: hr(at)ssnmtrust.org and program.manager(at)sanmat.org

Job Email ID:

hr(at)ssnmtrust.org