EXL Certified Finance & Database Process Associate
Blended
315 Hours
Learn at the Academy
Course Highlights
About the Program
EXL Services through its CSR initiative has partnered with EduBridge to bring this course for you with the aim of creating a skilled workforce in the Finance, BPO and KPO sectors. This Certification Program facilitates you to acquire skills that make you capable of handling the relationships between planning, people, processes, and performance. This course also helps you to develop the readiness to apply learning “on the job” immediately.
With this training programme, you will get exposure to Banking, Insurance and Financial Accounting. This course will impart knowledge about types of banking and financial institutions in India, how they differ in the types of products and services provided to their customers. You will also learn about the various insurance products like life and non-life insurance and policies and how to acquire the skills that are required to sell these products to the customers, through the activities and theory sessions.
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 do's and don'ts of telephone etiquette, body language, words, and techniques to deal with difficult calls.
At the end of the course, you will have a clear understanding of what to connect with and serve customers in a BFSI and BPO/KPO environment. Master Trainer led and self-study learning videos will turbocharge your career prospects like never before, as you will be an expert in communicating and building a strong confident personality.
This course will,
- Identify financial transactions, events and transactions by opening accounts in the ledger books.
- Help you learn the concepts of general banking including savings, deposits, life insurance and general insurance
- 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
- Train you on effective customer service skills for customer retention
We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.
All the best!
EXL Certified Finance & Database Process Associate course Minimum Eligibility
This module will help you to understand the objective of this training which is an initiative of EXL.
Slideshow: EXL Certified Finance & Database Process Associate
This module will help you to understand the process of Refer, Earn with ELC. Now you can earn while you learn. Experience the power of Loyalty with EduBridge's Elite Learners Club and don't miss the opportunity to the join the exclusive VIP Club today and start earning.
Slideshow: Refer, Earn with ELC Session 1 (LA)
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.
Slideshow: Secure Your Salary
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 aim at making you understand the importance of etiquette for better growth prospects.
Slideshow: Personality and Professionalism (AL)
This module enhances your understanding of the purpose of professional interviews.
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.
Slideshow: Workplace Readiness- Introduction to the understanding of job
Major industries and smaller businesses are relying more and more heavily on computers. If your job is office based they look for people who can create spreadsheets, produce documentation, and put together presentations This module will aim at making you understand the basic components of computer and its functionality.
Slideshow: Introduction to Basics of Computer
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.
Slideshow: Your Feedback Matters 1
This module will enhance your understanding of the importance of using proper etiquette that is essential when you do business on the telephone.
Slideshow: Aspects of Telephone Etiquette
In this module, you will learn about the basic and general concepts of accounting like money measurement concept, business entity concept and more to boost your foundation concepts of accounting.
Slideshow: Basic concepts of Accounting (EXL)
In this module, you will learn the basic accounting equations like - assets, liability, owners equity and many more concept to boost your accounting knowledge.
Slideshow: Introduction to Accounting Equation (EXL)
In this module, you will learn about different types of accounting transactions like cash and credit transaction. You will also learn about various source documents used in accounting transactions.
Slideshow: Introduction to Transactions (EXL)
In this module, you will learn about the process of recording and analyzing transactions in accounting along with hands on practical examples
Slideshow: Understanding, Recording and Analyzing Transaction(EXL)
The primary function of accounting is to make records of all the activities that the firm enters into. Accepting what qualifies as a transaction and making a record of the same is called bookkeeping. In this module, you will learn the 360 degree of bookkeeping and record keeping accounts with the help of day to day practical examples and practicals.
Slideshow: Book Keeping/ Record Keeping in Accounts (EXL)
Adjusting entries journal entries used to recognize income or expenses that occurred but are not accurately displayed in your records. In this module, you will learn about the various components of adjusting entries and different types of income and expenses with practical examples.
Slideshow: Adjusting Entries (EXL)
In this module, you will learn about the basic and important definition used in accountancy
Slideshow: Important definition in accounting (EXL)
In this module, you will learn about the basic and important account convention like personal account, real account, nominal account and many more concepts to upgrade your accounting skills
Slideshow: Introduction to Accounting Convention (EXL)
In this module, you will learn the concept of accounting entry system along with the concepts of capital, debit and credit, drawings and income with practical hands on examples
Slideshow: Double Entry Accounting System (EXL)
In this module, you will learn the concepts of journal entries, accounting cycle and source of documents like payment voucher, challan, delivery challan and credit note in the 'T' accounting format with practical examples.
Slideshow: The Accounting Cycle (EXL)
In this module, you will learn different users of financial statements like trial balance, income statement, owners equity statement and balance sheet with hands on practical examples.
Slideshow: Introduction to Financial Reports (EXL)
In this module, you will learn the concepts of accounts payable and accounts receivable with hands on practical examples.
Slideshow: Accounts Payable and Receivables (EXL)
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.
Slideshow: Indian Banking & Types of Banks (EXL)
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.
Slideshow: Banking Products and Services (EXL)
Sales is a recognized business profession, and ranges from a shoe salesman to an investment banker who manages company stock with billions of Rupees at stake. This module will aim at helping you to know about Sales Process.
Slideshow: Introduction To Sales Process (EXL)
A sales funnel, also called a purchase funnel, is the visual representation of the customer journey, depicting the sales process from awareness to action. The definition of the sales funnel (also known as a revenue funnel or sales process) refers to the buying process that companies lead customers through when purchasing products. This module will aim at helping you to know about Sales Funnel.
Slideshow: Understanding the Sales Funnel (EXL)
This module will aim at helping you to understand the IT/ ITES industry and its growth in India. It will also explain how BPO/ BPM is connected to IT/ ITES industry to serve the growing customers of technology.
Slideshow: Overview of IT/ ITES Industry -BPO/KPO
In this module, you will learn everything about the BPO & KPO. You will understand the concept of outsourcing; why and how it is done.
Slideshow: Introduction to BPO/KPO & Outsourcing
This module will help in understanding the services offered by BPO. These services have become an integral part of various industries as they provide cost-effective solutions for optimizing various business operations.
Slideshow: Services offered by BPO/KPO
This module ‘Data Entry and Form Filling’ we have specially designed for participants who are new to the fundamentals of typing. Learning about types of forms filling in It/ITeS Sector and having a good typing speed are important pre-requisites to perform the job of an Associate Customer Care and this module will cover the basics of typing.
Slideshow: Data Entry and Form Filling BPO/KPO
As a Customer Service Management Executive, you have certain responsibilities towards company and custmer. To render the services efficiently you need to have the right skill-set. In this module you will be able to know the kinds of skills that are required, depending on teh nature of the job within BPO.
Slideshow: You Role & Your Skills - BPO/KPO
This module will cover about the techniques of enhancing your communication skills and interpersonal skills to handle the office staff and the customer effectively.
Slideshow: Communication & Interpersonal skills in BPO/KPO
This module will explain the importance of reading and writing skills for a BPO professional, as they have to refer the system and provide the information to the customers accordingly.
Slideshow: Importance of Reading and writing Skills in BPO/KPO
This module will explain the important tools and systems used in BPO. Tools like CRM helps to retrieve customer’s information.
Slideshow: Knowledge of IT Applications in BPO/KPO
This module will explain the common terms used in BPO. These terms are used by the entire organization in the day to day conversation.
Slideshow: BPO Terminologies in BPO/KPO
This module will help you to understand the meaning of QRC and how to handle QRC as a Voice/ Non-Voice professionals.
Slideshow: Introduction to QRC - BPO/KPO
This module will explain the reports that are maintained by the organization to rate the employees performance. And the parameters and the calculation of gauging the performance of the employees
Slideshow: Documentation & Review - BPO/KPO
Customer service is the support offered to the customers, both before and after they buy the product and that helps them have an easy and enjoyable experience with you. More than just providing answers; it’s an important part of the promise the brand makes to its customers. This module will aim at helping you in know the importance of customer service and the communicative tools in IT- ITES Industry.
Slideshow: Great Customer Service - BPO/KPO
This module will help to understand the techniques of selling on call and highlights the importance of proactive selling on call aligned with customer's needs.
Slideshow: Introduction to Telephonic Selling skills -BPO/KPO
This module will aim at helping you in understanding the customers buying behavior and different types of customers.
Slideshow: Know to handle Customers -BPO/KPO
This module will help you understand how to handle customer complaints and retain the customer.
Slideshow: Complaint Handling - BPO/KPO
In this module, the participants will understand the basic rules of email etiquettes and will also learn how to frame structured emails.
Slideshow: Email Etiquette -BPO/KPO
This module will help you understand the basics of managing queries and sales over chat, which is an important pre-requisite to perform the job of an Associate Customer Care.
Slideshow: Handling Queries/ Marketing and Appreciation Over Email -BPO/KPO
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.
Slideshow: Your Feedback Matters 2
This module will help you understand the importance of chat etiquettes and implement them while interacting with internal and external customers.
Slideshow: Chat Etiquettes - BPO/KPO
This module will help you understand the basics of managing queries and sales over chat, which is an important pre-requisite to perform the job of an Associate Customer Care.
Slideshow: Handling Queries or Sales over Chat -BPO/KPO
This module will help you to understand the process of Refer, Earn with ELC. Now you can earn while you learn. Experience the power of Loyalty with EduBridge's Elite Learners Club and don't miss the opportunity to the join the exclusive VIP Club today and start earning.
Slideshow: Refer, Earn with ELC Session 2 (LA)
In this module, you will learn what is Resume Builder feature and how to create customized resume.
Slideshow: Resume Builder (LA)
This module enhances your understanding of the purpose of professional interviews.
Slideshow: Mock Interview Practice (1.2)
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.
Enrollment Benefits
- Training led by our expert Master Trainers
- 200+ hours of Master Trainer lead and 60+ hours self study learning modules are designed to enhance workplace effectiveness.
- Training is conducted only in the English language
- Highly interactive training modules with assignments and activities
- Mock online Assessments at frequent intervals during the ongoing training
- Experiential Learning
- Effective use of professional tools & models
- Hands-on practice to improve customer service and sales skills
- Job placement assurance /opportunity
- Learn skills that can get you a job in any of BFSI and IT/ITES industry in the role of Data entry Operators, Customer Service Executives, Account Services Executives, Back Office Executives.
- Manager-Service Delivery, Operations Manager, Process Trainers/Associates,Team Leaders, Quality Assurance Executives, Quality Assurance Manager, Technical Support Executives (Voice)
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