Art of Filling an Application Form

Overview of the course content:

While this module will help you to be "FIRST TIME RIGHT" increasing your productivity and efficiency as a retail loan specialist. You may wonder is it important to do this module in the digital world as the customer updates his or her data and rest of the information is fetched from online sources that is becoming a reality in the connected world.
However, as you go through the module you will be able to understand the importance of each field and how each set of data helps to understand the customer better and structure a loan as per her or his need.

Overview of the content:

What will you learn in this module?
- Importance of Application Form
- How to assist a customer in filling the Application Form
- Purpose of each column in the Application Form
- The correct way to fill an Application Form
- Legal aspects of an application form as per the laws of the country

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On successful completion of this module

1 You will be able to assist a customer in filling an application form for different types of loans provided by a lending institution.
2 You will understand and will be able to explain the purpose of collecting each column in the application form.
3 Being “First time Right” is a virtue to be aspired by a mortgage professional. It begins with submitting completely filled-in application form.
4 This will lead to faster Turnaround time (TAT) in processing an application form.
5 And finally moving towards perfection will enhance your performance and income earning potential.
   a You will have better interpersonal relationships in your workplace.
   b It will increase your productivity, earning potential and growth in career.
   c Your customers will be delighted with your services and may provide referrals for your business.

Who should enrol for this course?

This course is suitable for an individual be it a college student or a professional from wide spectrum of BFSI sector aspiring to work in a retail bank as a Sales, Operations, Credit/ Operations Risk, Collections, Legal and Technical role. This module is also suitable for professionals working in the retail banking industry with 1-15 years of work experience.
This module will be very good for students and professionals working or intending to work as an independent Certified Financial Planner, Insurance Advisors or Direct Sales Associate (DSA), Connectors, Business Associate in the domain of retail loans.
This module is also recommended to individuals having taken or proposing to take a retail loans as a customer of a Bank, NBFCs or HFCs, or Microfinance institution.

Total Time:

The module is of 92 minutes.
Total time required for this course would be nearly 92 minutes. The entire course has been divided into smaller micro learning modules. You can even complete micro modules of 05 to 20 minutes at your convenience. We recommend you allot good time to recap your learnings.

The Mode of Delivery:

To make it simple and easy to understand, the course will be delivered as video-based module with voice over in English to assist learners. We have designed this course spread over various segments followed by a knowledge test and a quiz at the end.
You will be asked to download a workbook at the beginning of the module. Do remember to download and take notes and list down your questions that you may want to ask the facilitators of the course.
To make it easy, we have two sections in every frame of the video.
The first is discussion board. It is a community of learners, where you can raise your questions that may be answered by one of the learners or by the facilitators for the course. It is possible that your questions may have been raised already by a learner and you can see trail of the discussion and concluding comments by the facilitator.
The second is a section for taking notes. This is an online space for you to take notes of your learnings or important points that you want to recall. You must remember to download or copy the same to your note pad or a word document before expiry of the course for which you may have been enrolled.

Evaluation Process:

At the end of the course, you will have an “Online Test” for being certified as proficient in the course on getting minimum of 60% and above.
You should identify yourself on the following scale.
Score of 90% plus – Maestro
Score of 70 - 90% - Expert
Score of 50 - 70% - Professional
Score of less than 50% - Try again
You will get a certificate that can be downloaded for your records. We encourage you to share your proficiency on the social media especially in LinkedIn, Instagram and Facebook to showcase your competency amongst our peer group. This will help you to build professional competency profile.

Wish you all the Best!!