NSQF Entrepreneurship Digital Hours /

S.No SSC Job Role/QP Name QP Code Theory Practical

Level and Soft skills Literacy day

Business Correspondence &

1 BFSI BSC/Q0301 3 30 120 40 20 8
Facilitator

Accounts Executive - Accounts

2 BFSI BSC/Q0901 4 30 120 40 20 8
Payable and Receivable
3 BFSI Mutual Fund Agent BSC/Q0601 4 40 160 40 20 8
4 BFSI Life Insurance Agent BSC/Q0101 4 50 175 40 20 8
5 BFSI Debt Recovery Agent BSC/Q0701 4 30 130 40 20 8
6 BFSI Equity Dealer BSC/Q0201 4 30 130 40 20 8

BUSINESS CORRESPONDANT & FACILITATOR

CURRICULUM / SYLLABUS

This program is aimed at training candidates for the job of a “Business Correspondent,” in the “BFSI”
Sector/Industry and aims at building the following key competencies amongst the learner

Program Name: Business Correspondent / Business Facilitator

Qualification Pack Name & Reference ID: ID BSC / Q 0301 Version No. 1.0 Version Update Date 22 – 12 –
2015

Pre-requisites to Training Minimum qualification: Class X Maximum qualification – Graduate in any field

Training Outcomes:
After completing this programme, participants will be able to:
 Educate prospective clients about various banking products and services
 Initiate application process for various types of accounts on behalf of clients
 Initiate application process for various types of loans on behalf of clients
 Conduct KYC verification and collect documents to support the verification
 Follow up with the bank’s staff on processing of applications for various accounts and loans
 Resolve queries that clients may have regarding various products, status of their applications / loans,
interest computations and so on
 Assist clients in executing payments / transfers
 Assist clients in availing other banking services as required from time to time
 Update the bank’s MIS with daily / weekly status reports

*This course encompasses 4 out of 4 National Occupational Standards (NOS) of “Business Correspondent”
Qualification Pack issued by “The BFSI Sector Skill Council of India.”

ACCOUNTS EXECUTIVE (Accounts Payable and Receivable)

CURRICULUM / SYLLABUS

This program is aimed at training candidates for the job of an “Accounts Executive (Accounts Payable and
Receivable)”, in the “BFSI” Sector/Industry and aims at building the following key competencies amongst the learner

Program Name: Accounts Executive (Accounts Payable and Receivable)

Qualification Pack Name & Reference ID: ID BSC / Q0901 Version No. 1.0 Version Update Date 22 – 12 – 2015

Pre-requisites to Training Minimum qualification: Graduation in commerce or allied subjects/Diploma in commercial

Practice

Training Outcomes:
After completing this programme, participants will be able to:
 Comprehend the details about the purchase journal, the contents thereof, and supplier category and payment
particulars.
 Describe the customer purchase order, sales journal, and documents such as the delivery challan.
 Recognize relevant terminologies and documents related to the purchase booking process such as purchase
order, purchase journal, invoice, material receipt report etc., and book the credit purchase in the books of
accounts after having authorized by the senior / manager.
 Recognize relevant terminologies and documents related to the sales booking process such as sales order, sales
journal, invoice, etc., book the credit sale in the books of accounts after having authorized by the senior/
manager.
 Recognize relevant terminologies and documents related to the credit sales/purchases booking process. The
person has to verify the documents those are in his record, with that of the trigger documents, analyze, verify
and validate the correctness of these documents before processing the relevant transaction to be recorded into
the books of accounts.
 Prepare the payment voucher by verifying and validating supplier information, creating transactional
documents in the correct supplier’s name, determine the mode of payment and authorization from the senior/
manager regarding the same.
 Ascertain the mode of payment (whether cash/cheque or NEFT transaction), prepare the mode of payment by
ascertaining the amount payable to the supplier and get the payment voucher authorized by the senior/
Manager.
 Obtain the authorized payment details from the concerned person and update the voucher with payment
details, like, cheque no./ NEFT transaction no. .
 Prepare the receipt voucher by referring to the invoice raised on the customer, the value on the invoice, and
the mode of receipt of money (cash/ bank instruments/ NEFT), generate transactional documents, and get it
authorized by the senior/ Manager.
 Have thorough understanding of the accounting software used by the company.
 Comprehend the relevance of documents, file all the documents for seamless retrieval, to maintain documents
according to the accounting period, to maintain supplier/customer details and prepare statements as is needed
by the organization/senior/Manager.

This course encompasses 11 out of 11 National Occupational Standards (NOS) of “Accounts Executive (Accounts
Payable and Receivable)” Qualification Pack issued by “BFSI Sector Skill Council of India.”

MUTUAL FUND AGENT

CURRICULUM / SYLLABUS

This program is aimed at training candidates for the job of a “Mutual Fund Agent”, in the “BFSI” Sector/Industry and
aims at building the following key competencies amongst the learner

Program Name: Mutual Fund Agent

Qualification Pack Name & Reference ID: ID BSC/Q0601 Version No. 1.0 Version Update Date 18 – 12 – 2015

Pre-requisites to Training Minimum qualification: Class XII

Training Outcomes:
After completing this programme, participants will be able to:
 Conduct research on mutual funds
  Keep up to date on the mutual fund market
 Approach and market various mutual funds schemes to prospective customer identified
 Assist customer with determining most suitable mutual fund scheme according to needs
 Receive approval for initiating purchase process
 Assist customer with the application process for purchasing the mutual fund
 Collect and ensure payments are processed at the bank/organization
 Deliver proof of purchase and plan follow-up sessions
 Develop long-term relationships with customers
 Respond to customer queries and clarifications and advise the customers on existing product and new
schemes
 Assist in termination of investment

This course encompasses 4 out of 4 National Occupational Standards (NOS) of “Mutual Fund Agent” Qualification Pack
issued by “BFSI Sector Skill Council of India.”

LIFE INSURANCE AGENT

CURRICULUM / SYLLABUS

This program is aimed at training candidates for the job of a “Life Insurance Agent”, in the “BFSI” Sector/Industry and
aims at building the following key competencies amongst the learner

Program Name: Life Insurance Agent

Qualification Pack Name & Reference ID: ID BSC/Q0101 Version No. 1.0 Version Update Date 15–01– 2016

Pre-requisites to Training Minimum qualification: Class XII

Training Outcomes:
After completing this programme, participants will be able to:
 Identify and quantify client needs and determine appropriate Life Insurance Product
 Sell life insurance policies to individuals.
 Determine policy premium, charges, collect all requisite documents and receive payment as token of sale.
 Respond to any queries/ requirements.
 Assess client investment and suggest changes if applicable.
 Provide service while ensuring that the business relationship is sustained without a lapse until the policy
results into a claim upon death or when a policy matures.

This course encompasses 4 out of 4 National Occupational Standards (NOS) of “Life Insurance Agent” Qualification
Pack issued by “BFSI Sector Skill Council of India.”

DEBT RECOVERY AGENT

CURRICULUM / SYLLABUS

This program is aimed at training candidates for the job of a “Debt Recovery Agent”, in the “BFSI” Sector/Industry and
aims at building the following key competencies amongst the learner

Program Name: Debt Recovery Agent

Qualification Pack Name & Reference ID: ID BSC / Q 0701 Version No. 1.0 Version Update Date 22 – 12 – 2015

Pre-requisites to Training Minimum qualification: Class 10+2 Maximum qualification – Any Graduate (Commerce
graduate preferred)/Post-graduation

Training Outcomes:
After completing this programme, participants will be able to:
 Educate clients about various banking products and services
 Help clients in the application process for various types of accounts on behalf of clients
 Explain to clients the status of their loans
 Conduct KYC verification and collect documents to support the verification
 Follow up with the bank’s staff on processing of applications for various accounts and loans
 Resolve queries that clients may have regarding various products, status of their applications / loans, interest
computations and so on
 Help clients with interest calculations and understanding terms in the loan documents
 Interpret internal bank reports on collection of dues from clients
 Interpret the classification of bank loan assets
 Help clients in executing payments / transfers
 Explain to clients the situation of collection / lapse in payment of dues at the right time
 Persuade clients to pay their dues if they have exceeded the due date
 Negotiate with clients on the due amount and timing of payment
 Provide assistance to clients during the recovery process
 Update the bank’s MIS with daily / weekly status reports

This course encompasses 4 out of 4 National Occupational Standards (NOS) of “Debt Recovery Agent” Qualification
Pack issued by “The BFSI Sector Skill Council of India.”

EQUITY DEALER
CURRICULUM / SYLLABUS

This program is aimed at training candidates for the job of a “Equity Dealer”, in the “BFSI” Sector/Industry and aims at
building the following key competencies amongst the learner

Program Name: Mutual Fund Agent

Qualification Pack Name & Reference ID: ID BSC/Q0201 Version No. 1.0 Version Update Date 22 – 12 – 2015

Pre-requisites to Training Minimum qualification: Class XII

Training Outcomes:
After completing this programme, participants will be able to:
 Buy and sell investment and financial instruments on behalf of their clients.
 Provide market insights and investment advice to potential and existing clients as per the organizational
standards and procedures

This course encompasses 2 out of 2 National Occupational Standards (NOS) of “Equity Dealer” Qualification Pack issued
by “BFSI Sector Skill Council of India.”