Certification Program in Banking & Finance - Operations & Sales

Empower your knowledge and gain a deep understanding of Microfinance to become a professional Microfinance Executive.
Blended
200   Hours
Learn at the Academy

Course Highlights

54% started a new career after completing these courses
13% got a pay increase or promotion
Digital certificate of completion
Placement Assistance with EduBridge's Job Portal
Free

About the Program

Hunar Shala is the CSR initiative by L&T Finance & aims to provide employability skills to youth, specifically in the BFSI sector & provide them with meaningful placements.

 

Through this program, L&T Finance is working towards the upliftment & empowerment of communities through focused training on domain & soft skills in programs created in collaboration with academia & industry. 

 

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. You will gain a better understanding of the job role of a  Banking and Non- Banking Financial Companies (NBFC) representative, which is to supply Microfinance loans in the respective locations where the bank doesn’t have a presence to push financial inclusion. 

 

With 100+ hrs of Master training program, you will learn various loan products and policies and acquire skills for selling these products to customers, through activities and exercises. By the end of this program, you will be able to achieve confidence and find success in your career aspirations.

This course will,

  • Help you learn the concepts of general banking including deposits and different types of loans
  • Enable you to classify the different types of microfinance models
  • Enable you to identify the advantages/disadvantages of each Microfinance model.
  • Make you aware about various types of Risk and the roles of different internal functions in mitigating these risks
  • Enable you to evaluate microfinance trends and types of borrowers to ensure in scaling up the business

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

All the best!

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Certification Program in Banking & Finance - Operations & Sales course Minimum Eligibility

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Syllabus

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, we will learn about banks and the regulatory bodies in this financial industry.

Study Content
Slideshow: Getting Started Slideshow: Overview of Banks

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

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

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: New to Banking

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.

Study Content
Slideshow: Getting Started Slideshow: Mastering Banking Products and KYC

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.

Study Content
Slideshow: Getting Started Slideshow: Overview of NBFCs

Financial inclusion is expected to make significant changes in the economy, especially the rural economy. This module will aim at helping you to know the importance of Financial Inclusion and the institutions supporting Financial Inclusion.

Study Content
Slideshow: Getting Started Slideshow: Overview of Financial Inclusion

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.

Study Content
Slideshow: Getting Started Slideshow: Masterclass - LinkedIn Profile Optimization

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

This module aims at learning about the meaning of microfinance, history and evaluation of microfinance, role and importance of microfinance, the activities involved in microfinance, risk associated with microfinance, features and goals of Microfinance, various microfinance channels, about self-help groups, joint liability groups and microfinance institutions (MFI’s), need for microfinance the gap between demand and supply and presenting the micro-finance products to the potential customers.

Study Content
Slideshow: Getting Started Slideshow: Basics of Micro Finance

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

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.

Study Content
Slideshow: Getting Started Slideshow: Masterclass - Parameters of Performance in BPO

This module introduces the fundamental concepts of Microfinance Institutions (MFIs) and their role in providing financial services to underserved and low-income segments. It covers the history, objectives, and operational structures of MFIs, along with the key services they offer, such as microloans, savings, and insurance. The module also explores the unique characteristics of microfinance customers, examining their financial behavior, challenges, and needs. Through case studies and interactive discussions, learners will gain insights into how MFIs support financial inclusion and sustainable development.

Study Content
Slideshow: Getting Started Slideshow: Micro Finance Institutions

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.

Study Content
Slideshow: Getting Started Slideshow: Masterclass - Boost your Excel Skills for Career growth

This module aims at learning about the Loans in detail the meaning of loan, different types of loans available with banks and NBFCs as well as products categorization as per the segments.

Study Content
Slideshow: Getting Started Slideshow: Loans

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

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

This module aims at learning about the lead generation and customer profiling at the NBFC for different loan products.

Study Content
Slideshow: Getting Started Slideshow: Lead Generation & Customer Profiling

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

This module will familiarize you with the different documents of KYC (Know your Customers) and What is Anti Money Laundering.

Study Content
Slideshow: Getting Started Slideshow: Know your Customer and Anti- Money Laundering

This module aims at familiarizing you with the loan application process & credit application process.

Study Content
Slideshow: Getting Started Slideshow: Loan & Credit Process

This module will walk you through an introduction to Excel and some its basic features.

Study Content
Slideshow: Getting Started Slideshow: Introduction to Excel

This module will guide you, on how to modify a worksheet and how to create a chart in excel.

Study Content
Slideshow: Getting Started Slideshow: Modifying Worksheets

In this module, we will cover some formulas used in excel and some of its advanced functions.

Study Content
Slideshow: Getting Started Slideshow: Functions and Formulas

This module will guide you through the Pivot table and filtering and sorting functionalities.

Study Content
Slideshow: Getting Started Slideshow: Pivot table, Filtering, and Sorting

Let’s check what you have learned so far...

Study Content
Slideshow: Getting Started Slideshow: Assessment

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

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.

Study Content
Slideshow: Getting Started Slideshow: Masterclass on Proven methods for Cold Calling

This module will enhance your understanding of the importance of using proper etiquette that is essential when you do business on the telephone.

Study Content
Slideshow: Getting Started Slideshow: Aspects of Telephone Etiquette
PDF: Telephone Etiquettes
PDF: Activity Book Telephone Etiquettes
PDF: Chat Etiquettes

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

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 2

This module aims at learning about the Loan Collection process in NBFC/Banks for microfinance as a whole,

Study Content
Slideshow: Getting Started Slideshow: Collection Process

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 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

specialisations
  • 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

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  • Job placement assurance /opportunity
  • Careers: Microfinance Expert, Relationship Manager, Clerk, Sales Officer, MFI Officer - Microfinance Sales, Field Officer, Field Welfare Officer Operations

Frequently Asked Questions

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