BFSI Training Module Overview
Key Components of BFSI Training
• Banking Fundamentals
- Structure of Indian banking sector
- Banking products & services
- KYC norms and RBI guidelines
- Digital banking & cybersecurity
• Insurance Essentials
- Structure of insurance sector in India
- Insurance products & services
- IRDA norms and documentation
- Insurance contracts and advisory roles
• Financial Services & Investments
- Capital markets and mutual funds
- Investment products and classifications
- Risk & return analysis
Treasury and international banking
• Soft Skills & Employability
- Communication and interview skills
- CV writing and problem-solving
- Role plays and situational exercises
• Technology Integration
• IT platforms used in BFSI
• Fintech applications
• Data security and compliance
CCE (Customer Care Executive) Module Overview
CCE training focuses on preparing individuals for customer-facing roles in BFSI and other service sectors.
Core Topics in CCE Training
• Customer Service Fundamentals
- Handling queries and complaints
- Building rapport and empathy
- CRM tools and ticketing systems
• Tele calling & Communication
Voice modulation and clarity
Script-based calling and objection handling
- Language proficiency and etiquette
• Sales & Lead Conversion
- Product pitching and upselling
- Lead qualification and follow-up
- Cross-selling financial products
• Compliance & Ethics
- Data privacy and customer consent
- Regulatory guidelines for communication
- Ethical selling practices
• Performance Metrics
• Call quality and resolution rates
• Customer satisfaction scores
• Feedback and continuous improvement Integration Ideas for MSME/SME ContextsTraining Modules
• Module 1: BFSI Basics for MSMEs
• Module 2: Customer Engagement & Tele calling
• Module 3: Financial Product Sales & Advisory
• Module 4: CRM & Digital Tools
• Module 5: Compliance, Ethics & Soft Skills