Ubona Technologies & UltraCash - Certification Program in CRM

Learn BPO metrics for IT/ITES industry and give wings to your career aspiration as a Customer Service Specialist.
Blended
170   Hours
Learn at the Academy

Course Highlights

38% started a new career after completing these courses
Digital certificate of completion
Placement Assistance with EduBridge's Job Portal
Free

About the Program

Employment Linked Skill Development Program by Ubona Technologies Career Academy is an initiative to tackle inequality by promoting greater economic inclusion in our markets. This program supports young people from low-income communities to learn new skills and improve their chances of getting a job.

As part of this program, EduBridge offers placement-oriented training programs focused on the ITes  & BFSI sector. Our aim is to empower youth from low-income communities to be a part of the booming ITes  & BFSI industry in India.

This program facilitates you to acquire skills that make you understand the relationships between planning, people, processes, and performance and also helps you to develop workplace readiness.

By providing high-quality materials for training, this course takes you through the goals and values that get the customer support approach and the way to make an environment that supports coordination and cooperation. Learn the Dos and Don'ts of good telephone etiquette, body language, words, and techniques to deal with difficult calls. 

At the end of the course, you will clearly understand how to connect and serve customers in an IT/ITES BPO environment. This is a blended course with a Master Trainer and self-study learning videos to enhance your career prospects like never before, as you will be an expert in communicating and building a strong confident personality.  

 

 

This course will,

  • Take you through the proper procedures and processes needed to provide effective customer service
  • Develop a hands-on experience on the skills and knowledge of management tools, required to deal with individual customers and measure the performance
  • Enhance your understanding of service level agreement terms and quality assurance principles
  • Help you to discover the elements like conflict resolution, standards, commitments, and service in the field
  • Train you on the methods to retain customers with good customer service skills

We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.

All the best!

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Ubona Technologies & UltraCash - Certification Program in CRM course Minimum Eligibility

Previous
Next
Syllabus

This module will help you to understand the objective of this training which is an initiative of Ubona Technologies & UltraCash.

Study Content
Slideshow: Getting Started Slideshow: Ubona Technologies & UltraCash - Certification Program in CRM

Are you worried about your finances due to job loss? This module will guide you through the "Secure Your Salary with Digit Group’s Total Protect Policy" that ensures you can manage your monthly expenses until you find another job.

Study Content
Slideshow: Getting Started Slideshow: Secure Your Salary

In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Basics of Business Communication

This module takes you to the different types of communication as communication takes place by exchanging your views to describe your ideas and experiences.

Study Content
Slideshow: Getting Started Slideshow: Improving Verbal Communication

This module will review the ins and outs of good telephone etiquette and telephone communication and provide suggestions for showing empathy and understanding to callers.

Study Content
Slideshow: Getting Started Slideshow: Telephone Etiquette

In this module, you will not only be able to enhance your personal and professional image in terms of Nonverbal Communication but also effectually read body language cues from people and respond to them appropriately.

Study Content
Slideshow: Getting Started Slideshow: Non-verbal communication

In this module, you will learn what etiquettes the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Email Etiquette in Business communication

In this module, you'll get a detailed guide of conference call etiquette to help you ensure that your next conference call will be very productive.

Study Content
Slideshow: Getting Started Slideshow: Video Conference

Stop here and review...!! This module will help you to practice existing knowledge covered in the previous modules and stimulate interest in further learning.

Study Content
Slideshow: Getting Started Slideshow: Mastering in Business communication - Quiz

In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Introduction to communication

In this module, you will learn the diffrence between soft skills and hard skills with practical example and also its importance.

Study Content
Slideshow: Getting Started Slideshow: Soft Skills and Hard Skills

In this module, we will understand how to get started with Microsoft PowerPoint in simple steps. This training module will give you enough understanding on MS PowerPoint from where you can take yourself at a higher level of expertise. It would be more effective if you have a basic understanding of Computer peripherals like mouse, keyboard, monitor, screen, etc. and their basic operations.

Study Content
Slideshow: Getting Started Slideshow: PowerPoint - Getting Started

In this module, you will learn to create your PowerPoint presentation on slides by using layouts to organize the content on each slide. You will also learn how to create slides, makes changes to slides, apply a theme and run a slide show.

Study Content
Slideshow: Getting Started Slideshow: Basics of presentation

This module is the complete guide to working with text effects in PowerPoint. You will the basics of adding text to a slide, and then graduate to modifying how that text appears in your slide show.

Study Content
Slideshow: Getting Started Slideshow: Working with Text

In this module, you will learn various tips and methodologies that will help you to improve your PowerPoint presentations. You'll see a combination of features you might not know about and get PowerPoint tips on changing your slide design to make your content shine.

Study Content
Slideshow: Getting Started Slideshow: Design a Presentation

A table comes in great use, when you have information that would look best organized in rows and columns. In this module, you will learn to draw data tables that are used to display text in a grid with rows and columns.

Study Content
Slideshow: Getting Started Slideshow: Add and Format Tables

A chart is a tool you can use to communicate your data graphically. Displaying charts in PowerPoint allows your audience to see the meaning behind the numbers, and it makes showing comparisons and trends much easier. In this module, you will learn how to insert charts and modify them so they communicate information effectively.

Study Content
Slideshow: Getting Started Slideshow: Add and Format charts

"This module provides instructions for working with various types of graphics in Microsoft PowerPoint. A design ‘rule of thumb’ is to include some sort of graphic on at least every third slide to aid in keeping the audience interested and focused."

Study Content
Slideshow: Getting Started Slideshow: Working with Multimedia

In this module, you will learn to manage, share and collaborate on your PowerPoint presentations whilst remaining in full control of your content. In this module, you will learn to manage, share and collaborate on your PowerPoint presentations whilst remaining in full control of your content. You'll be walked through the process of sharing a PPT in various forms.

Study Content
Slideshow: Getting Started Slideshow: Sharing and Delivering a Presentation

In this module, you will find a list of practice tasks to enhance your PowerPoint presentation skills.

Study Content
Slideshow: Getting Started Slideshow: Practice Task

In this module, you will learn what etiquettes the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Introduction - Email Etiquette

Learn to create an email account in outlook as well as other free sources.

Study Content
Slideshow: Getting Started Slideshow: Creating Email Account

This module explains the vital pieces that give you the structure for communicating and that make it easy for your recipient to engage with your message.

Study Content
Slideshow: Getting Started Slideshow: Anatomy of an Email

Quiz Time

Study Content
Slideshow: Getting Started Slideshow: Quiz 1 - The Perfect Email: Learn effective Email etiquette writing

In this video, you will explore some real-life cases of poor email etiquette, and learn why it is important to follow the rules of good communication.

Study Content
Slideshow: Getting Started Slideshow: Importance of Email Etiquette

In this module, you will break down the essence of what makes the perfect email and look into how you can ensure that the emails you send out are the best they can possibly be.

Study Content
Slideshow: Getting Started Slideshow: Email - Important components and standard format

The tips in this module can help you write better emails, get better responses and create less frustration with your co-workers.

Study Content
Slideshow: Getting Started Slideshow: Dos and Don'ts

Quiz Time

Study Content
Slideshow: Getting Started Slideshow: Quiz 2 - The Perfect Email: Learn effective Email etiquette writing

This module enhances your understanding of the purpose of professional interviews.

Study Content
Slideshow: Getting Started Slideshow: Interview skills for success without Mock Interviews

In this module, you will develop your understanding about the demands of the workplace and the rights and responsibilities of both the employee and employer.

Study Content
Slideshow: Getting Started Slideshow: Workplace Readiness- Introduction to the understanding of job

As a learner, your feedback helps us better understand what you think about our services; in addition, it helps us identify areas where we are doing well and where we need to improve.

Study Content
Slideshow: Getting Started Slideshow: Your Feedback Matters 1

Indian banking industry has recently witnessed the roll out of innovative banking models like payments and small finance banks. RBI’s new measures may go a long way in helping the restructuring of the domestic banking industry. This module will aim at helping you to understand Financial Market, Financial Intermediaries and Structure of Financial Market.

Study Content
Slideshow: Getting Started Slideshow: Categories and Types of Financial Institutions (LA)

The banking sector is the lifeline of any modern economy. It is one of the important financial pillars of the financial sector, which plays a vital role in the functioning of an economy. This module will aim at helping you to understand Indian Banking System, Types of Bank and the difference between Schedule and Unscheduled Banks.

Study Content
Slideshow: Getting Started Slideshow: Indian Banking Structure (LA)
PDF: Structure of Indian Banking and Types of Banks

The Indian banking industry has recently witnessed the roll-out of innovative banking models like payments and small finance banks. RBI’s new measures may go a long way in helping the restructuring of the domestic banking industry. This module will aim at helping you to understand the Financial Intermediaries and Structure of the Indian Banking System.

Study Content
Slideshow: Getting Started Slideshow: Structure of Indian Banking and Types of Banks (LA)
PDF: Structure of Indian Banking and Types of Banks
PDF: Structure of Indian Banking and Types of Banks

In this module, learner will gain knowledge on types of deposits, Deposit Insurance & Credit Guarantee Corporation (Dicgc), Remittance of Funds etc.

Study Content
Slideshow: Getting Started Slideshow: Various Deposit Schemes and other Services (LA)
PDF: Various Deposit Schemes and other Services
PDF: Various Deposit Schemes and other Services

This module aims at learning about the monetary policy of RBI and different rates applicable by Reserve Bank of India.

Study Content
Slideshow: Getting Started Slideshow: Monetary Policy - RBI (LA)
PDF: Monetary Policy - RBI
PDF: Monetary Policy - RBI

Financial inclusion or inclusive financing is the delivery of financial services at affordable costs to sections of disadvantaged and low-income segments of society. Financial inclusion is expected to make significant changes in the economy, especially the rural economy. This module will give us in depth knowledge about financial inclusion.

Study Content
Slideshow: Getting Started Slideshow: Understanding Financial Inclusion (LA)
PDF: Understanding Financial Inclusion
PDF: Understanding Financial Inclusion

Reserve Bank of India (RBI) introduced a regulation in 2006 allowing banks to provide service at people’s doorstep through the use of third party services. This model is referred to as “Business Correspondents/Banking correspondents” in short BC’s. This module will aim at helping you to know the role of Banking correspondent/ Facilitator and they should know to handle the customers of the Bank.

Study Content
Slideshow: Getting Started Slideshow: Business Correspondent and Business Facilitator (LA)
PDF: Business Correspondent and Business Facilitator
PDF: Business Correspondent and Business Facilitator

In this module, learner will gain knowledge on What is Risk, Risk Management, Process of Risk Management, Types of Bank Risks, Fraud Strategies etc.,

Study Content
Slideshow: Getting Started Slideshow: Risk and Fraud Management (LA)
PDF: Risk and Fraud Management

In this module, learner will gain knowledge on What is a Bank Account, Documents for Current Account for Business, Snapshot of Banking related Documents,4 Key Elements of KYC by the Banks etc.,

Study Content
Slideshow: Getting Started Slideshow: Account Opening, on-Boarding Process, KYC Mechanism and Operations (LA)
PDF: Account Opening, on-Boarding Process, KYC
PDF: Account Opening, on-Boarding Process, KYC

There are several products and services a bank can offer its customers. This module will help you understand different products and services and which customers it targets.

Study Content
Slideshow: Getting Started Slideshow: Banking Products and Services (LA)
PDF: Banking Products and Services
PDF: Banking Products and Services

Welcome to the module Principles of Lending and Borrowing. With the help of this module, participants will be able to understand the lending and borrowing decisions of a bank and the rules followed in the process.

Study Content
Slideshow: Getting Started Slideshow: Principles of Lending (LA)
PDF: Principles of Lending
PDF: Principles of Lending

This module aims at familiarizing you with different types of customer segmentation on credit decision basis.

Study Content
Slideshow: Getting Started Slideshow: Customer Segmentation and Management (LA)
PDF: Customer Segmentation and Management
PDF: Customer Segmentation and Management

In this module, learner will gain knowledge on Meaning of Grievance, What is Grievance in Banks, Principles of modern policy in grievance redressal, Customer Complaint, Present Grievance Redressal Mechanism in Banks etc.

Study Content
Slideshow: Getting Started Slideshow: Grievance Redressal Mechanism in Banks and Banking Ombudsman Scheme (LA)
PDF: Grievance Redressal Mechanism in Banks and Banking

"Sales and customer service, though the two are very closely related there is a great difference between the two. A better customer service can always lead to a new requirement and long term relationship. This module will aim at understanding techniques of selling and customer service, which will be useful in banking while handling your customers as BC/ BF. "

Study Content
Slideshow: Getting Started Slideshow: Sales Through Service (LA)
PDF: Sales Through Service
PDF: Sales Through Service

Personality Development means enhancing and grooming one’s outer and inner self to bring about a positive change to your life. Each individual has a distinct personality that can be developed, polished and refined. This module will aim at enhancing your personality to suit the requirement of the corporate sectors.

Study Content
Slideshow: Getting Started Slideshow: Introduction to Personality
PDF: Module- Introduction to Personality
PDF: Personality Development Activity Book

Appropriate grooming and hygiene is an important part of your image. In a professional atmosphere, the awareness of proper grooming and hygiene standards among employees is of utmost importance. This module will aim at making you understand the need and types of grooming for male and female in corporate sectors.

Study Content
Slideshow: Getting Started Slideshow: Grooming and Personal Hygiene
PDF: Grooming and Personal Hygiene

Body language comprises of the gestures and movements we make of the different parts of our body when communicating with people. Many a times, body language speaks more than words. This module will make you realize the importance of body language and ways to improve body language.

Study Content
Slideshow: Getting Started Slideshow: Body Language
PDF: Module - Body Language

Good business etiquette is a valuable skill-set that will make you stand out from others, enhance your chances at success and help you land that dream job. This module will explain the importance of etiquettes for better growth prospects.

Study Content
Slideshow: Getting Started Slideshow: Know about Etiquettes
PDF: Module - Know about Etiquettes

Self-confidence is extremely important in almost every aspect of our lives, yet many people struggle. Sadly, people who lack self-confidence can find it difficult to become successful. This module will focus on ten keys of confidence building, which will help you to become a confident speaker.

Study Content
Slideshow: Getting Started Slideshow: Confidence Building
PDF: Confidence Building

The Six Pillars of Character is a framework for good character. It has six ethical values (characteristics) everyone can agree upon: Trustworthiness; Respect; Responsibility; Fairness; Caring; and Citizenship. This module will make you understand the six pillars of character which is important at workplace.

Study Content
Slideshow: Getting Started Slideshow: Six Pillars of Character
PDF: Module - Six Pillars of Character

Teamwork is often a crucial part of a business, as it is often necessary for colleagues to work well together, trying their best in any circumstance. This module will develop the understanding of team building.

Study Content
Slideshow: Getting Started Slideshow: Team Work makes the Dream work!
PDF: Module - Team work
PDF: Module - Presentataion Skills
PDF: Module - Winning Personality

In this module, learner will gain knowledge on What is a Bank Interest, Fixed rate of interest, Equated Monthly Installment (EMI), Factors affecting EMI, Marginal Cost of Funds Based Lending Rate (MCLR) etc.

Study Content
Slideshow: Getting Started Slideshow: Finance & Operations (LA)
PDF: Finance & Operations
PDF: Finance & Operations

Critical thinking is one of the most important skills anyone can learn. This module helps you to analyze an argument, and decide whether it is likely to be correct or not.

Study Content
Slideshow: Getting Started Slideshow: Boost your critical thinking - An Introduction

Many people are taken advantage of because of their lack of critical thinking, logic and deductive reasoning. So this module will also assist you on how to spot cognitive biases and faulty logic in arguments.

Study Content
Slideshow: Getting Started Slideshow: Know your Brain

This module helps you to understand design, out-of-the-box thinking and your workplace strengths. You will be introduced to a variety of creative problem-solving techniques and approaches to use as ‘tools’ for re-interpreting problems, finding solutions and generating ideas.

Study Content
Slideshow: Getting Started Slideshow: Creative and Critical thinking

As a learner, your feedback helps us better understand what you think about our services; in addition, it helps us identify areas where we are doing well and where we need to improve.

Study Content
Slideshow: Getting Started Slideshow: Your Feedback Matters 2

This module helps you to evaluate yourself by working on the project given to you. This project is based on the topics covered in this training.

Study Content
Slideshow: Getting Started Slideshow: Project Work (LA)

This module enhances your understanding of the purpose of professional interviews.

Study Content
Slideshow: Getting Started Slideshow: Mock Interview (LA)

In this module, you will learn what is Resume Builder feature and how to create customized resume.

Study Content
Slideshow: Getting Started Slideshow: Resume Builder (LA)

Industry Recognized Certificate

EduBridge’s programs are designed to offer learners a pathway to placements and its certificate is an official credential for the learners.

On satisfying the attendance criteria requisite and by successfully clearing the assessments with a 50% score and above, learners will be awarded a Certificate of Achievement.

Learners who are unable to clear all the assessments and have scored less than 50% but fulfilled the attendance criteria will be awarded a Certificate of Completion.

certificate

Enrollment Benefits

expertinstruction
  • Training led by our expert Master Trainers
  • 100+ hours of Master Trainer lead and 40+ hours of self-study learning videos could turbocharge your career prospects like never before.
  • Mock online Assessments at frequent intervals during the ongoing training
  • Highly interactive training modules with assignments and activities

specialisations
  • Experiential Learning
  • Effective use of professional tools & models
  • Hands-on practice to improve customer service skills

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  • Job placement assurance/opportunity
  • Learn skills that can get you a job in any of IT/ITES industry in the role of Data entry Operators, Customer Service Executives, Back Office Executives.

We are so proud of our learners who work in some
of the top companies in India.

Capgemini
Accenture
TCS
Hindustan Unilever
HDFC
PWE
Infosys
Google
Microsoft
ICICI Bank

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