Description


The Fundamentals of Banking, Insurance & Finance Management program builds a strong foundation in financial systems, risk management, and market operations, preparing learners for diverse career opportunities in the banking and financial services sector.

Course Content


  • History-and-Evolution-of-Money-and-Banking 48:29
  • The Role of the Reserve Bank of India (RBI) in Banking 41 min
  • Understanding the Banker-Customer Relationship 43 min
  • Branch Structure, Setup, and Key Roles 42 min
  • Rights & Responsibilities of a Banker 33 min
  • Locker Services: Features & Customer Guidelines 42 min
  • History-and-Evolution-of-Money-and-Banking 48:29
  • The Role of the Reserve Bank of India (RBI) in Banking 41 min
  • Understanding the Banker-Customer Relationship 43 min
  • Branch Structure, Setup, and Key Roles 42 min
  • Rights & Responsibilities of a Banker 33 min
  • Locker Services: Features & Customer Guidelines 42 min

  • Core Banking: Concepts & Applications 40 min
  • Introduction to Retail Banking & Its Functions 42 min
  • Auditing Branch Operations & Compliance 40 min
  • Operational Risks in Banking & Risk Management 42 min
  • Management Information System (MIS) in Banking 41
  • Core Banking: Concepts & Applications 40 min
  • Introduction to Retail Banking & Its Functions 42 min
  • Auditing Branch Operations & Compliance 40 min
  • Operational Risks in Banking & Risk Management 42 min
  • Management Information System (MIS) in Banking 41
  • KYC, Electronic Data Capture (EDC), and Anti-Money Laundering 43 min
  • KYC, Electronic Data Capture (EDC), and Anti-Money Laundering 43 min

  • Savings Account: Features, Benefits & Usage 41 min
  • Features and Importance of Current Accounts 42
  • ATM, Phone Banking, and Mobile Banking Services 38 min
  • Cheque Transactions and Fund Transfers 42
  • Clearing Process & Its Operations 43 min
  • Savings Account: Features, Benefits & Usage 41 min
  • Features and Importance of Current Accounts 42
  • ATM, Phone Banking, and Mobile Banking Services 38 min
  • Cheque Transactions and Fund Transfers 42
  • Clearing Process & Its Operations 43 min

  • Digital Banking: Features & Importance 40 min
  • Different Payment Channels & Their Functions 36 min
  • Payment Systems & Their Role in Banking 40 min
  • Security Measures in Banking, Including Social Protection 42 min
  • Emerging Trends & Innovations in Banking Technology 44 min
  • Impact of Social Media on Business & Customer Relations 39 min
  • Digital Banking: Features & Importance 40 min
  • Different Payment Channels & Their Functions 36 min
  • Payment Systems & Their Role in Banking 40 min
  • Security Measures in Banking, Including Social Protection 42 min
  • Emerging Trends & Innovations in Banking Technology 44 min
  • Impact of Social Media on Business & Customer Relations 39 min

  • Understanding Credit Cards and Their Features 38 min
  • Debit Cards: Features & Usage 37
  • Credit Facilities & Due Diligence in Lending 35 min
  • Loan Against Securities: Process & Benefits 29 min
  • Personal Loans: Features, Eligibility & Process 41 min
  • Two-Wheeler & Four-Wheeler Loan Process & Eligibility 41 min
  • Gold Loans: Features, Process & Benefits 41 min
  • Introduction to Mortgage and Its Basics 49 min
  • Understanding Credit Cards and Their Features 38 min
  • Debit Cards: Features & Usage 37
  • Credit Facilities & Due Diligence in Lending 35 min
  • Loan Against Securities: Process & Benefits 29 min
  • Personal Loans: Features, Eligibility & Process 41 min
  • Two-Wheeler & Four-Wheeler Loan Process & Eligibility 41 min
  • Gold Loans: Features, Process & Benefits 41 min
  • Introduction to Mortgage and Its Basics 49 min

  • Procedures in the Cash Department 41 min
  • Handling Cash Transactions & Indian Currency Notes 44 min
  • Sales Process: How to Open a Customer Call Successfully 49 min
  • Procedures in the Cash Department 41 min
  • Handling Cash Transactions & Indian Currency Notes 44 min
  • Sales Process: How to Open a Customer Call Successfully 49 min

  • Stages of Customer Interaction & Engagement 39 min
  • Customer Perception and Value in Banking 38 min
  • Handling Customer Doubts & Concluding Calls Effectively 41 min
  • Handling Service Failures & Managing Escalations 42 min
  • Maintaining Professionalism & Workplace Etiquette 12 min
  • Personal Grooming, Confidence & Professional Appearance 41 min
  • Stages of Customer Interaction & Engagement 39 min
  • Customer Perception and Value in Banking 38 min
  • Handling Customer Doubts & Concluding Calls Effectively 41 min
  • Handling Service Failures & Managing Escalations 42 min
  • Maintaining Professionalism & Workplace Etiquette 12 min
  • Personal Grooming, Confidence & Professional Appearance 41 min

  • Fundamentals of Insurance & Core Concepts 40 min
  • Various Types of Life Insurance Policiesg 42 min
  • Categories of General Insurance & Their Applications 42 min
  • Term Insurance & Its Benefits 40 min
  • Maintaining Professionalism & Workplace Etiquette (Part 1) 30 min
  • Maintaining-Professionalism-and-Workplace-Etiquette (Part 2) 12 min
  • Planning for Retirement & Post-Retirement Finances 40 min
  • Fundamentals of Insurance & Core Concepts 40 min
  • Various Types of Life Insurance Policiesg 42 min
  • Categories of General Insurance & Their Applications 42 min
  • Term Insurance & Its Benefits 40 min
  • Maintaining Professionalism & Workplace Etiquette (Part 1) 30 min
  • Maintaining-Professionalism-and-Workplace-Etiquette (Part 2) 12 min
  • Planning for Retirement & Post-Retirement Finances 40 min

  • Understanding Business Structures & Their Functions 41 min
  • Types of Charges in Banking & Their Applications 42 min
  • Types of Bank Customers & Their Importance in Business 40 min
  • Roles, Duties, and Key Responsibilities of a Banker 53
  • Understanding Business Structures & Their Functions 41 min
  • Types of Charges in Banking & Their Applications 42 min
  • Types of Bank Customers & Their Importance in Business 40 min
  • Roles, Duties, and Key Responsibilities of a Banker 53

  • Financial Selling & Key Sales Stages 42 min
  • Appointment Scheduling, Customer Profiling & Detailing 40 min
  • Scope of Financial Planning & Its Importance 41 min
  • Fundamentals of Personal Finance Management 41 min
  • Definition, Purpose, and Significance of Financial Planning 41 min
  • Concept of Risk & Return in Investments 42 min
  • Principles of Asset Allocation & Risk Assessment 45 min
  • Financial Selling & Key Sales Stages 42 min
  • Appointment Scheduling, Customer Profiling & Detailing 40 min
  • Scope of Financial Planning & Its Importance 41 min
  • Fundamentals of Personal Finance Management 41 min
  • Definition, Purpose, and Significance of Financial Planning 41 min
  • Concept of Risk & Return in Investments 42 min
  • Principles of Asset Allocation & Risk Assessment 45 min

  • Effective Communication & Conversation Skills 53 min
  • Essential Phrases for Effective Speech 52 min
  • Extempore Speaking & Impromptu Communication 40 min
  • Professional Email Writing Skills 44 min
  • Developing Strong Presentation & Public Speaking Skills 39 min
  • Sentence Formation & Structure for Clear Communication 48 min
  • Paragraph Writing Techniques for Clear Communication 44 min
  • Understanding the Parts of Speech for Effective Writing 42 min
  • Effective Communication & Conversation Skills 53 min
  • Essential Phrases for Effective Speech 52 min
  • Extempore Speaking & Impromptu Communication 40 min
  • Professional Email Writing Skills 44 min
  • Developing Strong Presentation & Public Speaking Skills 39 min
  • Sentence Formation & Structure for Clear Communication 48 min
  • Paragraph Writing Techniques for Clear Communication 44 min
  • Understanding the Parts of Speech for Effective Writing 42 min

  • Module 1 - Confidence Building 46 min
  • Module 2 - Positive Self-Image Building 45 min
  • Module 3 - Life Skills 42 min
  • Module 4 - Communication in BFSI 1hr
  • Module 5 - Time Management 42min
  • Module 6 - Ethics and Integrity 37min
  • Module 7 - Goodwill 40 min
  • Module 8 - Daily Organization 40 min
  • Module 9 - Working Protocols 30 min
  • Module 10 - Working in a Team 44 min
  • Module 11 - Dressing for Success 41 min
  • Module 12 - Sales in BFSI 44 min
  • Module 1 - Confidence Building 46 min
  • Module 2 - Positive Self-Image Building 45 min
  • Module 3 - Life Skills 42 min
  • Module 4 - Communication in BFSI 1hr
  • Module 5 - Time Management 42min
  • Module 6 - Ethics and Integrity 37min
  • Module 7 - Goodwill 40 min
  • Module 8 - Daily Organization 40 min
  • Module 9 - Working Protocols 30 min
  • Module 10 - Working in a Team 44 min
  • Module 11 - Dressing for Success 41 min
  • Module 12 - Sales in BFSI 44 min

  • Module 1: Work Readiness 47 min
  • Module 2: Work Readiness 2.0 57 min
  • Module 3: CV Feedback 47 min
  • Module 4: CV and Resume Building 41 min
  • Module 5: BFSI Interview Preparation 1 h
  • Module 6: BFSI Interview Preparation 2.0 (Long) 40 min
  • Module 7: Placements in Banks 36 min
  • Module 1: Work Readiness 47 min
  • Module 2: Work Readiness 2.0 57 min
  • Module 3: CV Feedback 47 min
  • Module 4: CV and Resume Building 41 min
  • Module 5: BFSI Interview Preparation 1 h
  • Module 6: BFSI Interview Preparation 2.0 (Long) 40 min
  • Module 7: Placements in Banks 36 min

What you'll learn


  • Industry-Aligned Curriculum
  • Career-Focused Program Design

Requirements


  • Interest in banking, insurance, and financial services

  • Basic numerical and analytical skills

  • Willingness to learn financial concepts, regulations, and market operations

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