Training, Certification & Growth
Every Advisor and DSA who joins Sahyog goes through a structured training pack — equipping you with product mastery, compliance know-how and customer service excellence before you take the field.
Validates completion of all 7 mandatory modules
Issued upon clearing the DSA Business Development & Compliance Program
Classroom, field and digital modules combined
Financial Advisor Training
7 mandatory modules · Certification on completion
Vision, mission, business model & corporate structure of Sahyog Finance and Noble Infinity.
All 14 loan products plus Mutual Funds, SIPs, Shares & Project Finance — features, eligibility, rates.
Professional client interaction protocols, expectations management & after-sales care.
Field activities, referral systems, digital channels and the 80/20 conversion playbook.
KYC, application forms, audit trail and how to prepare an underwriting-ready file.
RBI guidelines, mis-selling prevention, code of conduct and anti-corruption practices.
Customer data protection, IT security, and the consequences of unauthorised disclosure.
DSA Business Development & Compliance Program
8 modules · Trainer signature + Branch Manager + HR sign-off
Onboarding terms, payout structures, and territorial assignments.
Detailed walkthrough of every loan product and asset-management offering.
Lead-to-customer conversion techniques and pipeline discipline.
Submission checklists, supporting documents, and quality assurance.
DSA Code of Conduct, mandatory disclosures and regulatory filings.
Information security, secure data handling and customer privacy.
Communication etiquette, complaint handling and relationship retention.
Transparency, fair dealings and our zero-tolerance policy on misrepresentation.
Evaluation & Certification
Recorded via the Attendance Register (Sr No · Name · ID · Designation · Mobile · Signature).
Knowledge, skills and compliance scored by the trainer. Reassessment scheduled if needed.
Authorised by Trainer · Branch Manager · HR. Required before any business activity.
Standard training forms & certification documents
Four official internal forms govern our training operations — used by every Branch Manager, Trainer and HR Officer across Sahyog Finance & Noble Infinity.
Training Attendance Sheet
Captures program details (name, date, venue, trainer, department, duration) plus an attendance register for up to 10 participants with ID code, designation, mobile and signature.
Download blank PDFEmployee Training Evaluation Form
Rates employees on 8 parameters (1–5 scale): Subject Knowledge · Communication · Product Understanding · Compliance Awareness · Customer Handling · Practical Application · Participation · Overall Performance. Includes trainer comments and HR sign-off.
Download blank PDFAdvisor Training Certification Form
Tracks completion of 7 mandatory modules: Company Introduction · Product Knowledge · Customer Service Standards · Lead Generation SOP · Documentation Standards · Compliance & Ethics · Data Privacy & Confidentiality.
Download blank PDFDSA Training Completion Certificate
Official certificate covering 8 areas (Company Policies, Product Knowledge, Customer Acquisition, Documentation Standards, Compliance, Data Protection, Customer Service Excellence, Ethical Business Practices) with Trainer + Branch Manager + HR signatures and company seal.
Download blank PDF