Target Audience: All the CPAs supporting the Credit Underwriting Process

Training Mode & Duration: Classroom; 3 days

Unique features

• Building on the Client’s zero-error First Time Right (FTR) with suggestions of incorporating the concept into the program.
• Module to enable internal Credit Underwriters to provide program support, quick tips and guidelines.
• Well-structured program with case studies of live cases to resolved during the training.
• Adaptability to local cases, exercises to ensure relevance of content.

TC delivery

• Training content inclusive of PPT, Trainer’s Guide, Participant’s Guide, case studies in the form of financials  (for individual, companies and SEP/SENP customers)
• Train-the-Trainer workshop for Credit Underwriters and CPA Managers from across the country (Dec, 2016, Mumbai).

Roadmap going forward

• Project taken under Lean Six Sigma initiative in the company for its potential to increase operational efficiency in operations.
• Roll-out of the program with initial roll-outs expected in two western states.
• FTR ratio has increased from 74% to 95% as in Mar, 2017. The organization targets to reach 97% in Jun, 2017.[1]  

Testimonial
The advantage of domain knowledge and innovative design that TrainingCentral brings to the table was evident in this project. The team worked closely with RCF and RHF teams for content and process elements, to structure a training program which we took up as a key operational initiative to improve productivity. The project was adopted under our Lean Six Sigma project and the effective implementation saw the increase of the First Time Right (FTR) parameter in loan processing from 74% to 95% in a matter of 6 months. We appreciate and recommend TrainingCentral for their skill at domain training in BFSI.  – Mr. Agnelo Joseph – Head – L&D and Employee Engagement, Reliance Commercial and Reliance Home Finance Ltd.   First Time Right (FTR) increased from 74% as measured in Nov, 2016 to 95% as measured in Mar, 2017. This is a strong indicator that the training program was effective and well-structured. – Mr. Sanjay Talukdar, Practice Lead