Business Correspondent/Facilitator
Program Overview
The Business Correspondent/Facilitator course is designed to equip individuals with the skills and knowledge needed to serve as an intermediary between banks and customers, facilitating access to banking services in rural or underserved areas. This online course covers a wide range of responsibilities that Business Correspondents (BCs) and Facilitators undertake, including sourcing customers, assisting with banking applications, and performing daily banking transactions.
Over a 3-month period (330 hours), learners will gain practical knowledge on banking products and services, customer engagement, and the administrative tasks required to support customers in accessing financial services. The course also includes employability skills to enhance job readiness for roles in marketing and sales of banking products.
Prospective Occupation Post-Training Completion:
Upon successful completion of this course, participants will be well-prepared for roles such as Executive or Senior Executive in Marketing and Sales for Banking Products. Graduates will be equipped to assist banks in expanding their customer base, managing banking operations, and promoting a range of financial products such as savings accounts, loans, and insurance. They will be able to handle customer queries, facilitate transactions, and drive banking services in both urban and rural areas.
Key Modules:
a) Overview of the banking and financial services sector.
b) The role and responsibilities of Business Correspondents and Facilitators in the banking ecosystem.
c) Understanding the importance of BCs in promoting financial inclusion and delivering banking services to remote areas.
b) The role and responsibilities of Business Correspondents and Facilitators in the banking ecosystem.
c) Understanding the importance of BCs in promoting financial inclusion and delivering banking services to remote areas.
a) Techniques for identifying and sourcing potential customers for various banking products and services.
b) Building a customer base and understanding the needs of different demographics.
c) Strategies for promoting banking services in underserved areas.
b) Building a customer base and understanding the needs of different demographics.
c) Strategies for promoting banking services in underserved areas.
a) Step-by-step guidance on assisting customers with account opening, loan applications, and other banking services.
b) Helping customers understand the documentation and eligibility requirements.
c) Ensuring compliance with regulatory and bank-specific guidelines during the
application process.
b) Helping customers understand the documentation and eligibility requirements.
c) Ensuring compliance with regulatory and bank-specific guidelines during the
application process.
a) Understanding and facilitating routine banking transactions such as deposits, withdrawals, fund transfers, and bill payments.
b) Use of banking technology and systems to process transactions accurately.
c) Providing transaction receipts and maintaining customer records.
b) Use of banking technology and systems to process transactions accurately.
c) Providing transaction receipts and maintaining customer records.
a) Handling administrative duties such as maintaining customer databases, tracking transactions, and ensuring proper documentation.
b)Managing schedules, appointments, and other tasks to streamline the banking service process.
c) Supporting the bank in meeting service-level agreements (SLAs) and operational targets.
b)Managing schedules, appointments, and other tasks to streamline the banking service process.
c) Supporting the bank in meeting service-level agreements (SLAs) and operational targets.
a) Development of key employability skills such as communication, customer service, problem-solving, and time management.
b) Professional conduct and ethical behavior in the workplace.
c) Resume building, job interview preparation, and career growth in the banking sector.
b) Professional conduct and ethical behavior in the workplace.
c) Resume building, job interview preparation, and career growth in the banking sector.