Course Highlights




About the Program
Capgemini through its CSR initiative has established Leap Digital Academies to transform and impact the lives of youth across the country by building their skill sets and mind-sets for a long and sustainable career. A large number of Youth from the low-income households would get access to very respectable jobs in one of the fastest growing sectors with a huge potential for growth. This would potentially result in transforming the lives of the entire household for generations to come. The trained youth become role models and influence the remaining society towards employment and building a career. This contributes to economic prosperity of the community and hence higher living standards for the community. The program works towards bridging the gap in the supply demand ecosystem by providing skilled and job-ready manpower, thus contributing to the Skill India Mission.
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!
Certification Program in Financial Services course Minimum Eligibility


















This module will help you to understand the objective of this training which is an initiative of Capgemini and EduBridge.
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.
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.
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.
This module aims at learning about the meaning of NBFC and types of different NBFCs available in Indian Financial Market. It will also describe difference between NBFC and Bank and different serviced offered by NBFCs.
This module will equip you with the knowledge and analytical skills needed to understand and evaluate central bank policies and their impacts on the financial world.
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.
In this module, we will explore the different types of deposit products that banks offer to help you save and manage your money. We will also cover a range of financial services designed to meet various personal and business needs. By the end of this module, you will have a solid understanding of these products and services, enabling you to choose the best options for your financial goals.
This module is designed to provide you with comprehensive knowledge about the various banking services and products available to customers. Additionally, it will cover the processes involved in opening and closing bank accounts.
Led by industry expert Sujaya Deb, this session delved into the multifaceted world of banking, shedding light on various banking segments including Personal Banking, Wholesale Banking, Investment Banking, and NRI Banking. Participants gained valuable insights into the responsibilities associated with these roles, gleaned from real experiences shared by our seasoned experts.
This module is designed to provide you with a comprehensive understanding of financial inclusion, its importance, and the various strategies and policies that promote it. By the end of this module, you will have a deeper appreciation of how financial inclusion can drive economic growth and reduce poverty.
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.
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.,
This module is designed to equip you with the knowledge and skills needed to navigate the ever-evolving landscape of KYC regulations and best practices. Explore how they work together to prevent money laundering, terrorist financing, and other financial crimes.
In this session, the trainers will help the learners to create their resumes and optimize their LinkedIn profiles.
This course is designed to provide you with a comprehensive understanding of the fundamental concepts and practices involved in the lending process. Whether you are a new entrant to the financial services industry or looking to enhance your knowledge, this module will equip you with the essential principles, strategies, and risk management techniques used in lending.
In this module, learner will gain knowledge on What is Risk, Risk Management, Process of Risk Management, Types of Bank Risks, Fraud Strategies etc.,
This module aims at familiarizing you with different types of customer segmentation on credit decision basis.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Are you looking to optimize your LinkedIn profile for professional success? Look no further than this masterclass from Dhairya Gangwani, Founder of Dhairya Decodes. In this informative and engaging session, Dhairya will guide you through the steps to create a LinkedIn profile that stands out to recruiters, hiring managers, and potential clients.
This module will help in understanding the services offered by BPO as BPO firms provides an extensive range of back office and front office services to various industries like Retail or e-Retail, Insurance, Mortgage, Banking, Healthcare, Telecommunications, Technology, Travel and Hospitality.
This module will cover the topics on the roles and responsibilities in BPO in each vertical. This will give more clarity on the role that you would be and how you can grow in different verticals of the BPO industry.
This class is designed for anyone who wants to make the most of Excel's powerful features and take their productivity to new heights. Whether you're a beginner or an experienced user, you'll learn essential tools and techniques that will transform the way you work with Excel.
As a Customer service representative, you will have well-defined roles and functions. There are certain responsibilities that you will have towards your company and customers. To discharge your responsibilities, you need to develop the right skill sets. Each division in a BPO demands different kinds of skills depending on the nature of the job. Let us learn these in this module.
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.
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. Simultaneously the associates will have even type the information for further escalation, which has to be clear and grammatically correct.
In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.
This module takes you to the different types of communication as communication takes place by exchanging your views to describe your ideas and experiences.
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.
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.
In this module, you will learn what etiquettes the business world expects from you and what you should do to meet their expectations.
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.
Stop here and review...!! This module will help you to practice existing knowledge covered in the previous modules and stimulate interest in further learning.
In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.
In this module, you will learn the diffrence between soft skills and hard skills with practical example and also its importance.
This module will explain the important tools and systems used in BPO. Learn about the vital tool CRM, which helps to retrieve customer’s information and also explain about the usage of phone and headset.
This module will walk you through an introduction to Excel and some its basic features.
This module will guide you, on how to modify a worksheet and how to create a chart in excel.
In this module, we will cover some formulas used in excel and some of its advanced functions.
This module will guide you through the Pivot table and filtering and sorting functionalities.
Let’s check what you have learned so far...
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.
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.
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.
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.
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.
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.
"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."
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.
In this module, you will find a list of practice tasks to enhance your PowerPoint presentation skills.
This module will explain the common terms used in BPO. These terms are used by the entire organization in the day to day conversation. Hence it is vital for the Voice / Non-Voice professionals to know the details of each term.
This module will help you to understand the meaning of QRC and how to handle QRC as a Voice/ Non-Voice professionals. It encompasses handling, resolving and following-up for resolutions to their concerns in a timely manner.
This module will explain the reports that are maintained by the organization to rate the employees performance. It will also explain about the parameters and the calculation of gauging the performance of the voice/ non-voice professionals. This learning will help you to understand and focus on the performing areas.
This module will enhance your understanding of the importance of using proper etiquette that is essential when you do business on the telephone.
This module will help to understand the techniques of selling on call and highlight the importance of proactive selling on call aligned with the need of customers.
You all must have received calls where someone was trying to sell you their product or service or give you some information about their business. All these are nothing but Cold Calls that businesses use as the first step in achieving their sales targets. No matter how much we hate to admit this, Cold Calling still works effectively if used in the right way. If you are a freelancer, a telemarketer, or an aspiring salesperson, then this video is for you. Our guest speaker, Ms. Aditi Sharma, shares her knowledge on how to improve Cold Calling skills and the proven methods to do so.
This module will help you understand the different types of customers, their behavior, and the methods for handling them effectively. By mastering these skills, you can improve customer satisfaction, build stronger relationships, and enhance overall service quality.
Customer Service representative should not point out the mistake of customer rather help him to understand and make him comfortable to visit next time. This module helps you to understand different types of customer and handling techniques.
In this Guest Session, the host explains various topic related to BPO Industry. 1) How to handle different type of customer. 2) Interview process in BPO. 3) Resume Building for BPO. 4) Parameters of Performance in BPO.
The module is specially designed, for Non-Voice professionals, however it is equally important for the voice professionals too, as they have to co-ordinate with their superiors on emails in some of the organisation. This module will help everyone not only in this job role but in every job role as email is the main source of communication in todays era. Learning this module, will bring awareness of usage of options in email and composing e-mails which are key requisites.
In this module, you will learn what etiquettes the business world expects from you and what you should do to meet their expectations.
Learn to create an email account in outlook as well as other free sources.
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.
Quiz Time
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.
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.
The tips in this module can help you write better emails, get better responses and create less frustration with your co-workers.
Quiz Time
This module enhances your understanding of the purpose of professional 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.
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.
This module will help everyone about the importance online chatting is the main source of business communication in today’s era as as you have to co-ordinate with your superiors on internal chat in your organisation.
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.
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.
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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