Certified Professional in Private Banking & NBFC Operations (CP-PBNO)

Course Overview

Why Choose This Course?

• Industry-aligned curriculum for Banking & NBFC roles
• Hands-on practical training & case studies
• Interview preparation & placement support
• Career-focused certification

Course Modules

Banking Fundamentals:
• Indian Banking System & RBI Structure
• Types of Banks (Private, PSU, NBFCs, SFBs)
• Roles & Responsibilities in Banking
• Banking Terminologies & Compliance

Retail Banking Operations:
• CASA Accounts (Savings & Current)
• KYC, AML & Documentation Process
• Customer Onboarding & Account Servicing
• Digital Banking & Core Banking System (CBS)

Lending & Credit Management:
• Types of Loans (Personal, Home, Auto, Business)
• Loan Origination Process
• Credit Appraisal Basics
• CIBIL Report & Credit Score Analysis

Lending & Credit Management:
• Types of Loans (Personal, Home, Auto, Business)
• Loan Origination Process
• Credit Appraisal Basics
• CIBIL Report & Credit Score Analysis

NBFC Operations:
• NBFC Business Model
• Difference between Banks & NBFCs
• Loan Processing & Disbursement
• Collection & Recovery Basics

Relationship Management & Sales:
• Relationship Officer Role
• Cross-selling Banking Products
• Customer Handling Skills
• Sales Pitch & Objection Handling

Compliance & Risk:
• RBI Guidelines
• Operational Risk
• Fraud Prevention & Banking Ethics

Career Opportunities

After completing this program, candidates can work as:
• Relationship Officer
• Banking Operations Executive
• Loan Processing Officer
• Credit Analyst (Junior Level)
• CASA Sales Officer
• NBFC Operations Executive
• Branch Banking Executive
• Tele-Relationship Officer

Hiring Sectors:
• Private Sector Banks
• NBFCs
• Housing Finance Companies
• Microfinance Institutions
• FinTech Companies