Certificate Program in Banking Operations & Customer Handling

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

Week 1: Banking Basics
• Introduction to Banking & Financial System
• Types of Banks & NBFCs
• Roles in Private Banks
• Banking Terminologies

Week 2: Banking Operations
• Savings & Current Accounts
• Account Opening Process
• KYC, AML & Documentation
• Core Banking System (CBS) Overview

Week 3: Customer Handling & Service
• Customer Interaction Skills
• Front Desk Operations
• Complaint Handling
• Professional Communication

Week 4: Loan Basics
• Types of Loans (PL, HL, Auto, Business)
• Loan Processing Steps
• Basic Credit Evaluation
• Introduction to CIBIL

Week 5: Sales & Relationship Role
• Relationship Officer Role
• CASA Sales Basics
• Cross-Selling Banking Products
• Target Handling Techniques

Week 6: Career Readiness
• Resume Preparation (Banking Format)
• Interview Questions & Mock Interviews
• HR & Operational Interview Preparation
• Job Orientation & Role Expectations

Career Opportunities

Candidates can apply for:
• Banking Operations Executive
• Relationship Officer (RO)
• Customer Service Executive
• CASA Sales Officer
• Tele Relationship Executive
• NBFC Operations Assistant