Free employee training deck template
A ready-to-run training session on data privacy: objectives, the key rules, do and don’t, scenario quiz questions and a recap. Sample company included.
What's in this template
Slide 1: Protecting customer data
- Kaveri Finance · Privacy training · 45 min
Slide 2: By the end you will know how to handle customer data
- Know what counts as personal data at Kaveri
- Follow the four rules for handling it
- Spot and report a data breach within 1 hour
Slide 3: Why this matters to every one of us
- 12 lakh Customer records we hold
- ₹250 cr Maximum DPDP Act penalty
- 74% Of breaches start with a person
Slide 4: The rules
- Four things to do every day
Slide 5: Four rules cover almost every situation
- Only open the records you need for the task
- Lock your screen every time you leave your desk
- Never email customer data outside Kaveri
- Report anything odd to [email protected]
Slide 6: Do and don’t
- Do
- Check the caller with the two security questions
- Share files through the secure portal
- Mask account numbers in screenshots
- Don’t
- Send customer files to your personal email
- Discuss customer cases on WhatsApp
- Leave loan files on your desk overnight
Slide 7: Scenario 1: a “branch manager” calls for a PAN number
- The caller says it is urgent and names your manager
- They ask you to read out a customer’s PAN
- What do you do? Discuss, then reveal the answer
Slide 8: Scenario 2: you emailed a file to the wrong person
- A loan statement went to a customer with the same name
- You notice it 20 minutes later
- What do you do first? Discuss, then reveal the answer
Slide 9: The habit we want
- Treat every customer’s data as if it were your own family’s.
Slide 10: Recap: three things to remember
- Personal data is anything that identifies a customer
- Follow the four rules, every day
- Report a breach within 1 hour, no blame
Slide 11: Take the 10-question quiz by Friday
- Questions: [email protected] · ext. 4410