Business Correspondent - Rooman

Business Correspondent


The Right time to be trained as Business Correspondent from Rooman!


Welcome to this tour of Rooman’s fast paced certification training course to become a Business Correspondent.

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”.

About the Business Correspondent role

In 2006, RBI initiated some steps to promote financial inclusion in all geographic locations within the country. It proposed the Business Correspondent (BC) Model wherein banks are permitted to use the services of third party agents as “Business Correspondents” to provide banking and financial services, such as credit and savings, to customers. This has opened up opportunities for candidates in any stream of education, to enrol and qualify as a Business Correspondent. 

There is a nation-wide opportunity, especially in semi urban and rural areas to promote ‘financial inclusion’ of patrons. This means that the role of a business correspondent widens into convincing customers to use banking services and avail the products and solutions. Banks thus gain a foothold in regions that were otherwise difficult to enter into because of the sheer marketing and sales efforts involved. Business Correspondents help bridge this last mile crunch that banks face. 

Over the years, the scope for a business correspondents has increased and they have helped banks reach out to many households, women, small home based industries and so on to avail the benefits provided by the banking sector. 

At Rooman, we have a team of expert trainers to equip you with the knowledge and information necessary to become a professional Business Correspondent.

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Have Queries? Ask us

+91 70220 20000

Our Collaboration with IT-ITES Sector Skills Council, NASSCOM – You benefit!

Rooman Technologies facilitates the training for the job of a  “Business Correspondent”, in the “BFSI” Sector/Industry 

With our Rooman training, you also get the authorized certificate From IT-ITES Sector Skills Council, NASSCOM – which you can proudly display!

Sample Certificate!

Let’s get to know you – our student, first!​

Have you completed your 10th standard?

If yes, our placement team will guide you to get the right training for you!

No experience is required.


  • 10th standard
  • Graduation

About the Business Correspondent Course

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:

After completing this programme, you will learn 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 or loans, interest computations and so on.
  • Assist clients in executing payments or transfers.
  • Assist clients in availing other banking services as required from time to time.
  • Update the bank’s MIS with daily or weekly status reports.

The table below lists the different modules that are part of this course:

Introduction to Financial Inclusion and Banking

Banking Products and Customers

KYC and Application

Transactional Tools

Risk Management

Regulatory Aspects

Basics of Selling

Accounting and Settlement

Salient Features of the Business Correspondent Course

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”. This section lists some of the key aspects of each of the modules within this course.

In this module you will learn about the fundamentals of banking and the banking structure. You will realize the need for financial inclusion. 

The course gives a walkthrough of the history and evolution of banking in India, differentiate types of banking, and recent trends in the banking sector.

Once you have gained a fair knowledge of the banking sector, the course moves on to this module on banking products and customers. In this module you will learn about:

  • Differentiate types of customers
  • Recognize bank-customer relationships
  • Learn about deposit products
  • Apply the principles of lending
  • Learn about lending products
  • Comprehend codes of operation

In this module, you will get started with learning about opening accounts in banks, apply KYC norms in account opening process, and learn nuances of PMLA 2002. 

You will learn how to perform the KYC process and verify requirements.

In this module, you will learn about payment mechanisms, interest calculation, e-wallets, negotiable instruments, mobile banking and internet fundamentals.

As part of risk management in the banking sector, you will learn about different types of risks and how to classify assets as per risk. You will also practise how to classify assets as NPA and take suitable action.

As a successful business correspondent, you must learn about the role and functions of RBI and the RBI act. This module also teaches you about some of the banking regulation acts and how to educate your clients about the regulatory aspects.

A true business correspondent also doubles up as an efficient salesman. To build up your selling skills, this module focuses on the following:

  • Basics of communication and how to be effective in communication. 
  • Various forms of communication
  • Client negotiations
  • Telephone etiquette and meeting etiquette
  • Sell various banking products and services to prospective clients using ethical and effective sales and communication skills.

The course closes leaving you with some key takeaways in accounting and settlement process. You learn how to use the MIS to check analytics and data. Apart from this, you learn how to account for loans, prepare and review documentation summary.

Course Duration

Rooman Technologies understands the value of your time. We offer many options to tailor to your schedule and ensure you complete the training with ease.

Plan 1

Course Duration

4 Hrs Daily - 30 Days

Total: 120 Hrs

Plan 2

8 Hrs Daily - 15 Days

Total: 120 Hrs

Course Details

Interested? Dive into the Course Details here:

Training Methodology

At Rooman, we have fully certified and trained instructors who will mentor and guide you throughout the course, from in-class sessions to the final placement.

Some of the key features of our training methods are:

  • Instructor Led Training (ILT)
  • Exclusive preparation for Global certification
  • Certified Trainers
  • Well-equipped lab with up-to date systems, equipment and associated software applications
  • Hands on Practicals
  • Discussions and Talks
  • Perfectly balanced trainer to trainee ratio
  • Expert talk on the subject, from experienced Mentors. 
  • Periodic Seminars/symposiums
  • Parents meet for students

Trainers at Rooman follow the strict assessment criteria outlined by the SSC and build their training and assessment plans based on this outline.

The total marks for all the four modules is 400. The minimum pass percentage to qualify is 70%.

Criteria for assessment for each Qualification Pack (QP) will be created by the Sector Skill Council (SSC). Each performance criteria (PC) will be assigned Theory and Skill/Practical marks proportional to its importance in NOS.

At Rooman, we also regularly update our knowledge bank with new problems and solutions.

  • Job Placements
  • Alumni Support for re-certification and job offers.


We conduct sessions in a real-time environment.

Our class rooms are well equipped with projectors, laptops and state-of-the art furniture.

We meet all the equipment recommendations provided by the IT-ITES Sector Skills Council, NASSCOM.

We have conference rooms and lounge areas where students can interact freely with each other and their faculty.

Where do you go from here? – your Career Prospects

The Broadband Technician training helps you in getting jobs as a technician in any networking company, mobile services companies and firms that are IT enabled and use broadband connections.

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