Qualifications/Job Roles

This course helps you to understand how to maintain records of receipts, payments and provisions, compile periodic bank reconciliation statement and depreciation schedules and present any other defined report to senior(s).

This course helps you to understand carrying out back-office operations and coordinating with other departments as per the company's requirement.

This course helps you to understand the role of a Bancassurance Relationsgip Associate which is facilitating the sales of insurance products along with maintaining relationships with the bank employees as well as the customers as per the company's requirement.

This course helps you to understand sourcing prospective customers, introducing banking products to the unbanked market segment, and facilitating business transactions for the existing customers. It also helps you understand selling banking products and services, opening accounts, and assisting the bank in collecting receivables including bad debt.

This course helps you to understand checking and verifying eligibility of the loan application, preparing the credit appraisal memorandum and forwarding the loan application form for sanction to the sanctioning officer.

This course helps you to understand how to provide effective customer service by focusing on the individual needs and issues of each customer and recommending appropriate resolutions or services as per the organizational standards.

This course helps you to understand performing pre-recovery activities like understanding the legal aspects of contract, collecting all the required details, informing the debtors on the type of loan taken and guiding them accordingly, etc. and handling the recovery cases as per organizational standards.

This course helps you to understand the systematic planning strategy for Statutory e-filings. It discusses the collection and verification of documents and provides guidelines to maintain regulatory compliance properly.

This course helps you to understand managing one's money, budgeting, saving, investing, and planning for the future to achieve financial goals and security. It encompasses various aspects such as income management, expense tracking, debt management, insurance coverage, retirement planning, and estate planning. Effective personal finance requires understanding financial principles, making informed decisions, and adopting responsible financial habits to attain financial stability and well-being.

This course helps you to understand how to maintain records of accounts for the purpose of making preparing periodic reports around GST from time to time. It also teaches to perform functions relating to filling returns by the applicable due dates.

This course helps you to understand sourcing of the customers, assisting customers in filling application form and providing pre-issuance services and post-sale services to customers.

This course helps you to understand selling variety of financial services related to loans, savings, insurance and remittances. It also helps you how to identify and source the potential customers, assist them with microfinance application and loan disbursement process, and collect fees and installments from them as per organizational procedures.

This course helps you to understand how to gather, assimilate, evaluate, analyze, and process an organization's data to produce meaningful and useful information based on which the management can take decisions to ensure future growth of the organization.

This course helps you to understand conducting research on mutual funds, facilitating the customers in selecting and buying mutual funds as per their financial goals, and providing post-sales services.

This course helps you to understand the role of a Sales Associate, which is to generate the leads for sales, manage sales operations and ensure effective customer service.