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BFSI

                                                                                                                                              

Business Development Executive

 Banking and banking Industry

 Understanding of CASA and other Banking products

 Banking transactions and retail banking

 Understanding of Financial Services products 

 Conceptual framework for Lead Generation

 Identify prospective customers

 Manage Products and Service Sales 

 Customer lifecycle management and cross sales

 Customer service in banks and achieving customer satisfaction           

 IT literacy for productivity

 WorkPlace Readiness Skills : Soft Skills, Etiquette, Personality Development

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Accounts Executive

 Basics of Accounting
 IT Literacy
 Tally ERP
 GST : Concept / Registration / Payment
 Payables and Receivables
 Vouchers and Challan
 E Filing 
 Payroll- (including demo ERP)
 Sales Invoicing / Reconciliation
 Financial Statements and stock Verification (Handling)
 Practical Oriented Programme On Tally ERP

        Course Details

 

CASA Sales Executive

 RBI GUIDELINES / ACTS
 Current Account / Savings Account – Products and Services
 Other Banking products and Services – Insurance/ MF etc
 Know Your Customer – Requirement and Process
 Anti-Money Laundering
 Sales Call Training
 Lead Generation / Lead Closure
 Customer Relationship Management
 Customer Lifecycle Product and Services Management
 Computer Literacy and Personality Development
 Customer Service Management : Cash / Non Cash
           Course Details