Program on Customer Education & Protection: Evolving Trends, Role and Responsibilities

Friday, October 6, 2023
Rendezvous, Hotel Taj Mahal Tower, Colaba, Mumbai


The operations of regulated financial sector entities have become increasingly complex while their technological capabilities have enabled them to offer a wide range of products and services. It also becomes incumbent on banks and NBFCs to create greater awareness of various products and services that would aid in building a more assured and protected customer base. In order to do so, regulated entities should have robust institutional & technological framework, well-defined policies and response mechanism, customer service culture and a zeal to create greater awareness of the appropriate financial products and services. This could also include enhancing customer experiences with requisite Customer Relationship Management systems, AI-powered chatbots, and data analytics tools to gain insights into customer preferences and behaviors.


The program will focus on the need to ensure high standards of customer service, besides enabling participants to become well conversant with the institutional and technological framework required for enhanced customer service, customer protection and grievance redressal. The program will provide opportunities to develop a better perspective on addressing the challenges arising from complexities of products & services and technological issues that may often result in deficiency of services to customers.

Program Highlights:

The program will deal with the following topics:

  • Regulatory perspective on Customer Service and Consumer Protection - Expectation from Regulated Entities
  • Institutional framework for strengthening Grievance Redressal
  • Financial Education – Strategy and Approach
  • Technology tools for enhanced Customer Service & safeguards
  • Issues and Challenges in Customer Service in the Changing Paradigm of Financial Services

Participants Profile

• Board Members of Banks and NBFCs • Heads of Customer Service of Banks & NBFCs and their team members

Rs. 20000/- + @18% GST
Program Description

Nomination Form

Details of the organisation

(Country Code-STD Code-Phone Number e.g. 0091-22-XXXXXXXX)

Details of the participant

(Country Code-STD Code-Phone Number e.g. 0091-22-XXXXXXXX)


Program Conditions

a) Program fee is payable before the program.
b) Nomination may be cancelled up to five working days before the conference.
c) Banks may depute another senior officer if the nominated officer cannot attend the program.
d) Last date for filing nomination September 29, 2023.

Contact Details

Jyoti Kumar Pandey

Senior Program Director
+91-22-6897 0603/+91-88792 87444 


For nominations related query, please contact program officer


Pushpalata Nadar
Program Officer
+91-22-6897 0608/+91-7709575481

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