Introduction to agent training Risk management for agents Regulatory compliance for agents Customer service and relationship management Introduction to training portal Issues related to technology and devices Digital transactions Modes of authentication and 2FA Account opening and KYC process Various types of insurance products Various types of insurance products Needs and benefits of marketing Overview of various systems and devices Grievance redressal mechanism - advanced Basic services provided by an ABC Recordkeeping and time management Practical skills required by a sucessfull ABC. Moral values & ethical practices Marketing material and branding Introduction to PMJJBY its features and claim process Introduction to PMJDY and its features Introduction to pension and 'Atal Pension Yojna' Credit and various loan products Introduction to insurance and PMSBY Insurance products for economically weaker section Handling customer complaints and introduction to GRM Financial counselling for customers Benefits and usage of BHIM Basics of banking Introduction to advanced digital payment products and their methods
