Yes Foundation's Certification Program in Financial Services - Operations & Sales
Blended
215 Hours
Learn at the Academy
Course Highlights
About the Program
YES Foundation is a charitable Trust driven by a vision of an empowered and equitable India. The Foundation strives to achieve this by focusing on building innovative and inclusive ecosystems to catalyze social transformation. This program supports young people from low-income communities, to learn new skills and improve their chances of getting a job or starting their own business.
As part of this program, EduBridge is offering placement-oriented training programs focused on the BFSI & NBFC sectors. Our aim is to empower youth from low-income communities to be a part of the booming BFSI & NBFC industries in India.
Our commitment to innovation is reflected in our learning approach, which incorporates the latest educational thinking and digital tools to prepare disadvantaged youth to join tomorrow’s workforce.
As part of this program, EduBridge offers placement-oriented training programs focused on the BFSI & ITeS sector. Our aim is to empower youth from low-income communities to be a part of the booming BFSI & ITeS industry in India.
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 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!
Yes Foundation's Certification Program in Financial Services - Operations & Sales course Minimum Eligibility
This module will help you to understand the objective of this training which is an initiative of Yes Foundation's and EduBridge.
Slideshow: Yes Foundation's Certification Program in Financial Services - Operations & Sales
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
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: 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.
Slideshow: Indian Banking Structure (LA)
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: Structure of Indian Banking and Types of Banks (LA)
In this module, learner will gain knowledge on types of deposits, Deposit Insurance & Credit Guarantee Corporation (Dicgc), Remittance of Funds etc.
Slideshow: Various Deposit Schemes and other Services (LA)
Skill India Digital Hub is specially designed and developed to skill, reskill and upskill Indian individuals through an online training platform, API-based trusted skill credentials, payment and discovery layers for jobs and entrepreneurial opportunities. The improved version of the platform has Udyam, e-Shram, NCS and ASEEM portals interlinked for G2C, B2C and B2B services. It will act as a bridge between the employees and employers and allow educational institutes to create/modify curricula as per industry demands.
Slideshow: Skill India Digital Hub
This module aims at learning about the monetary policy of RBI and different rates applicable by Reserve Bank of India.
Slideshow: Monetary Policy - RBI (LA)
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 (LA)
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: Business Correspondent and Business Facilitator (LA)
In this module, learner will gain knowledge on What is Risk, Risk Management, Process of Risk Management, Types of Bank Risks, Fraud Strategies etc.,
Slideshow: Risk and Fraud Management (LA)
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.,
Slideshow: Account Opening, on-Boarding Process, KYC Mechanism and Operations (LA)
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 (LA)
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.
Slideshow: Principles of Lending (LA)
This module aims at familiarizing you with different types of customer segmentation on credit decision basis.
Slideshow: Customer Segmentation and Management (LA)
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.
Slideshow: Grievance Redressal Mechanism in Banks and Banking Ombudsman Scheme (LA)
"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 (LA)
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.
Slideshow: Introduction to Personality
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.
Slideshow: 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.
Slideshow: 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.
Slideshow: 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.
Slideshow: 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.
Slideshow: 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.
Slideshow: Team Work makes the Dream work!
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.
Slideshow: Finance & Operations (LA)
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.
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.
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.
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.
Slideshow: Your Feedback Matters 1
In this session, the trainers will help the learners to create their resumes and optimize their LinkedIn profiles.
Slideshow: Resume and LinkedIn Profile Optimization Session
In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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."
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.
Slideshow: Sharing and Delivering a Presentation
In this module, you will find a list of practice tasks to enhance your PowerPoint presentation skills.
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.
Slideshow: Introduction - Email Etiquette
Learn to create an email account in outlook as well as other free sources.
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.
Slideshow: Anatomy of an Email
Quiz Time
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.
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.
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.
Slideshow: Dos and Don'ts
Quiz Time
Slideshow: Quiz 2 - The Perfect Email: Learn effective Email etiquette writing
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
There are several products and services a bank offers. This module explains the different services and what kind of customers they target.
Slideshow: Banking Services: What They Are and Who Uses Them
The main source of income of a commercial bank is the difference between rates which they charge to borrowers and pay to depositors. This module will aim at helping you to understand the functions and features of banks and how they make money.
Slideshow: How Banks Generate Returns & Profits
In this module, you will learn different types of Banking career paths available in the economy.
Slideshow: Banking Career Path
In this module, you will learn about various Government financial schemes which will be a financial guide for safe investment and long term results-oriented.
Slideshow: Introduction to Government Financial Schemes
Final Assessment - Stop here and review...!! This module will help you to practice existing knowledge covered in the previous modules and stimulate interest in further learning.
Slideshow: Final Quiz - Government Financial Scheme Final Assessment
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 helps you to evaluate yourself by working on the project given to you. This project is based on the topics covered in this training.
Slideshow: Project Work (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.
Enrollment Benefits
- Training by Experts and constant support through out the program.
- 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
- 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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