UWB Certified Business Correspondent & Business Facilitator
Blended
220 Hours
Learn at the Academy
Course Highlights
About the Program
Skills to Succeed program, a CSR program by Wadhwani Foundation, will aim at building a skilled workforce in the BFSI and IT/ITes sectors. The program will impart relevant skills and also help in providing livelihood opportunities to youth from the underserved communities of India. The main aim of the program will be to support unemployed youth in the age group 18+ years looking for employment/livelihood opportunities. The focus of the program will be to bridge the gap in the supply and demand ecosystem by providing skilled and job-ready manpower to the BFSI and IT/ITES industry, thus contributing towards the Skill India Mission.
This course will give you exposure to the Banking and Financial Sector in India. Through this program, you will be able to understand the role of a bank representative who acts as an agent and provides banking services in various locations where the banks do not have a presence to push money inclusion.
You will also learn about the various banking products and policies and how to acquire the skills that are required to sell these products to the customers, through the activities and theory sessions conducted by our Master Trainers. This program will enhance your confidence and knowledge and help you in preparing yourself for the job.
This course will,
- Help you learn the concepts of general banking including deposits, savings and know your customer(KYC)
- Make you understand the principles of lending with special reference to rural and retail lending.
- Take you through the job roles & responsibilities of a Financial Inclusion Officer
- Enable you to identify and apply the skill sets that are required by a Financial Inclusion Officer to function effectively
We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.
All the best!
UWB Certified Business Correspondent & Business Facilitator course Minimum Eligibility
This module will help you to understand the objective of this training which is an initiative of UWB.
Slideshow: UWB Certified Business Correspondent & Business Facilitator
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 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
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 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
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.
Slideshow: Indian Banking and Financial Services
Financial system in India is regulated by independent regulators in the field of banking, insurance, capital market, commodities market, and pension funds. This module will aim at helping you to know the regulatory bodies of Indian Banking and their role in each sector of financial market.
Slideshow: Know about Regulatory Bodies
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.
Slideshow: Role of Business Correspondent/ Facilitator
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.
Slideshow: Understanding Financial Inclusion
Bank has laid down Customer Identification Procedure to be carried out at different stages i.e. while establishing a banking relationship; carrying out a financial transaction or when the bank has a doubt about the authenticity/veracity or the adequacy of the previously obtained customer identification data. This module will aim at helping you to know about Know your customer and Anti- Money Laundering and its importance in banking.
Slideshow: Know your Customer and Anti- Money Laundering
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
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.
Slideshow: Sales Through Service
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 aims at learning about the monetary policy of RBI and different rates applicable by Reserve Bank of India.
Slideshow: Monetary Policy - RBI
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 (1.1)
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 by Experts and constant support through out the program.
- 180+ hrs of Master lead and 30+ hrs of Self Study interactive training program
- Many mock online assessments at frequent stages of training
- Free recorded modules by our experts
- Our learning modules are designed to enhance workplace readiness
- Main focus on the job roles & responsibilities of a Financial Inclusion Officer
- Effective use of professional tools & models
- A good blend of various activities such as roleplays, case studies etc to gain more in - depth knowledge of Banking and it's functions
- Job placement assurance /opportunity
- Careers in BFSI: Clerks, Data entry Operators, Clerk-cum-Cashiers, Agricultural Clerks, Bank Tellers, Probationary Officers, Loan Officers, Relationship Managers, Customer Service Officers
- Relationship Officer, Process Associates, Client Responsibility Officer, Jr. Relationship Executives, Field Officer,
- Branch Relationship Executive , Business Correspondent, Financial Inclusion Officer, Rural Bank Officer
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