Program
Retail Banking Specialist
Customer service, liabilities, branch operations and cross-sell readiness.
Eligibility
Graduates, final-year students, and early-career professionals seeking BFSI roles.
Curriculum
1. BFSI workplace context
2. Product and customer fundamentals
3. Sales practice and documentation
4. Compliance, ethics and assessments
5. Placement readiness
Certification
Digital certificate issued after course completion and assessment clearance.
Placement Support
Resume review, mock interview practice, sales simulations and hiring partner alignment.
Career Opportunities
Branch banking, sales, relationship management, operations and customer acquisition roles.
Curriculum
Orientation and BFSI Context
Demo module for retail banking specialist.
Orientation and BFSI Context Chapter
Orientation and BFSI Context - Lesson 1 (youtube)
11 min
Orientation and BFSI Context - Lesson 2 (youtube)
13 min
Orientation and BFSI Context - Lesson 3 (pdf)
15 min
Orientation and BFSI Context - Lesson 4 (youtube)
17 min
Orientation and BFSI Context - Lesson 5 (external link)
19 min
Retail Banking Product Fundamentals
Demo module for retail banking specialist.
Retail Banking Product Fundamentals Chapter
Retail Banking Product Fundamentals - Lesson 1 (youtube)
11 min
Retail Banking Product Fundamentals - Lesson 2 (youtube)
13 min
Retail Banking Product Fundamentals - Lesson 3 (pdf)
15 min
Retail Banking Product Fundamentals - Lesson 4 (youtube)
17 min
Retail Banking Product Fundamentals - Lesson 5 (external link)
19 min
Customer Conversation Practice
Demo module for retail banking specialist.
Customer Conversation Practice Chapter
Customer Conversation Practice - Lesson 1 (youtube)
11 min
Customer Conversation Practice - Lesson 2 (youtube)
13 min
Customer Conversation Practice - Lesson 3 (pdf)
15 min
Customer Conversation Practice - Lesson 4 (youtube)
17 min
Customer Conversation Practice - Lesson 5 (external link)
19 min
Documentation and Compliance
Demo module for retail banking specialist.
Documentation and Compliance Chapter
Documentation and Compliance - Lesson 1 (youtube)
11 min
Documentation and Compliance - Lesson 2 (youtube)
13 min
Documentation and Compliance - Lesson 3 (pdf)
15 min
Documentation and Compliance - Lesson 4 (youtube)
17 min
Documentation and Compliance - Lesson 5 (external link)
19 min
Assessment and Placement Readiness
Demo module for retail banking specialist.
Assessment and Placement Readiness Chapter
Assessment and Placement Readiness - Lesson 1 (youtube)
11 min
Assessment and Placement Readiness - Lesson 2 (youtube)
13 min
Assessment and Placement Readiness - Lesson 3 (pdf)
15 min
Assessment and Placement Readiness - Lesson 4 (youtube)
17 min
Assessment and Placement Readiness - Lesson 5 (external link)
19 min