New joiners
Freshers or career-changers need to become productive in weeks, not months.
Overview
Training
The best process or the best system still depends on people who know how to use it. Training is how improvements become habits, and how new joiners become productive faster.
Our Training practice is practical by design. Programmes are built around real tasks, real documents and real workflows, taught by practitioners, so that participants can do the work when they return to their desks.
Each engagement is scoped to a specific problem, with a named team and agreed outputs.
Other practice areas
Talk to usServices
What we do in Training
Practical, job-ready skills programmes for teams and new entrants in financial services.
What we cover
- Programmes for new entrants who need to become productive quickly
- Upskilling for existing teams on tools, processes and good practice
- Hands-on exercises and case work based on realistic documents and scenarios
- Assessment of what participants have learned, with feedback to managers
What you receive
- A programme outline and schedule
- Participant material and exercises
- Assessment results and feedback
- Recommendations for follow-up learning
Courses built around your processes, tools and compliance needs.
What we cover
- Needs analysis with your managers to define what people must be able to do
- Content built from your own procedures, tools and compliance requirements
- Delivery planning to suit your teams and calendar
- Handover of material so that you can run refreshers yourselves
What you receive
- A learning-needs summary
- Course content tailored to your business
- Trainer-led sessions
- Reusable material and a refresher plan
When to call us
Situations we are often asked to help with
New process or system
You are rolling out a change and people need to be trained on it.
Compliance refresh
Teams need a consistent understanding of what the rules require of them.
Skills gap
A review shows specific capabilities missing in a team, and you want them fixed.
Example topics
What programmes can cover
Programmes are shaped to your needs. These are typical starting points.
GST and TDS fundamentals for finance teamsCost accounting basicsProcess documentation and SOP writingSpreadsheet skills for finance and operationsIntroduction to fintech products and partner integrationsCompliance awareness for operations teams
How it runs
From first call to measurable results
Every Training engagement follows the same four steps, with a written scope agreed before work starts.
1
Diagnose
We review your numbers, processes and systems to find the real problem.
2
Propose
A written scope with deliverables, timelines and fees, agreed before work starts.
3
Deliver
Our team works alongside yours, with regular reviews against the plan.
4
Hand over
Documentation and training so your team can sustain the results.
Questions
Training: FAQs
Who are the programmes for?
Teams and new entrants in financial services businesses. Programmes can be for freshers, for existing staff who need new skills, or for managers who want a common standard.
Can you build a course around our own processes?
Yes. Custom programmes use your procedures, tools and compliance needs as the course material, so what people learn is what they will do.
How are programmes delivered?
The format and schedule are agreed with you in the written scope, based on your team size, location and calendar.
How do we know the training worked?
We agree what participants should be able to do before we start, assess against that afterwards, and share the results with you.
Related
Other practice areas
Tax and Audit
Direct and indirect tax planning, GST and TDS compliance, and cost audit support under Section 148 of the Companies Act, 2013.
ExploreOperations
Find where money leaks, remove handoffs, and get more from the software and infrastructure you already pay for.
ExploreTechnology and Fintech
Platform choices, vendor selection, implementation oversight, and product and go-to-market advice for fintech businesses.
ExploreTell us what you need
Share a few details and a member of our team will get back to you within two working days.