Description


Advanced Banking, Financial Services & Wealth Management equips you with industry-ready skills in banking, investment, wealth management, and risk compliance through practical, real-world learning.

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

  • Negotiable Instruments Act: Overview & Applications 43 min
  • Understanding the Contract Act & Its Relevance 1 hr
  • Monetary Policy: Impacts & Challenges 1 hr
  • Understanding Fiscal Policy & Its Impact on the Economy 57 min

  • Introduction to the Indian Securities Market 52 min
  • Basics of Depository Services & Their Functions 43 min
  • Understanding Offer Documents & Key Scheme Information 45 min
  • Overview of Mutual Funds & Their Classifications 49 min
  • Tax Implications on Mutual Fund Investments 50 min
  • Government Banking Schemes & Their Benefits 46 min

  • Advanced Aspects of Monetary & Fiscal Policy 54 min
  • Advanced Risk Management Strategies in Banking 42 min
  • Advanced Credit & Lending Strategies 40 min
  • Complex Financial Planning & Wealth Management 40 min
  • Strategic Business & Operational Decision-Making in BFSI 44

What you'll learn


  • Banking Operations
  • Investment Planning

Requirements


Applicants should be graduates, preferably with a background in finance or commerce, and possess strong analytical skills along with a basic understanding of finance. An interest in banking, financial services, and wealth management is essential. The program is open to both freshers and working professionals seeking to build or advance their careers in the finance domain.

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