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HDFC Bank CASA Officer Program

This Program is for preparing students for becoming a CASA Sales Officer in HDFC Bank.

₹12980.00

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Course Overview

This program is meant for students selceted to become  CASA Sales Officer in HDFC Bank.  The program is a short duration course for 6 days and is focussed on making one ready to go out in the market and source CASA products for HDFC Bank.

The course teaches about:

*  HDFC Bank

* Role of a CASA Officer

* CASA Products of Bank

* How to source customers?

* Sales Pitch

* KYC and AML

* Documentation

* Practical Experience

The students should be able to open an account by themselves after completing this program.

Good luck !



 

Schedule of Classes

Course Curriculum

3 Subjects

HDFC CASA Officer New

66 Learning Materials

Course Schedule

CASA Program Schedule

PDF

Participation Booklet

PDF

Introduction to Banking

Understanding Banking Industry P1 Eng

Video
00:06:33

Understanding Banking Industry P1 Hindi

Video
00:12:34

Understanding Banking Industry P2 Eng

Video
00:11:07

Understanding Banking Industry P2 Hindi

Video
00:10:58

About HDFC Bank

HDFC Bank

Video
00:09:14

Role of a CASA Sales Officer

Role of a CASA Officer- Hindi

Video
00:15:07

Importance of CASA

Importance of CASA - Hindi

Video
00:10:38

Types of Account

Types of Account P1 Hindi

Video
00:09:20

Types of Account P2- Hindi

Video
00:09:00

Soft Skills

Grooming Part 1

Video
00:08:46

Grooming Part 2

Video
00:11:36

Grooming Part 3

Video
00:07:30

Communication- Eng

Video
00:15:25

Communication- Hindi

Video
00:17:22

Ethics- Eng

Video
00:11:33

Ethics- Hindi

Video
00:11:11

Sales Process

Sales Process Part 1- Hindi

Video
00:10:13

Sales Process Part 2 - Hindi

Video
00:11:49

Sales Process Part 3- Hindi

Video
00:13:21

Sales Process Part 4- Hindi

Video
00:10:33

Sales Process Part 5- Hindi

Video
00:11:02

Appointment Taking

Appointment Taking Exercise

PDF

Savings Account Variants

Types of SA Part 1-Eng

Video
00:08:32

Types of SA Part 1- Hindi

Video
00:08:58

Types of SA Part 2- Eng

Video
00:07:37

Types of SA Part 2- Hindi

Video
00:08:38

Selling a Savings Account

Selling a SA Part 1- Hindi

Video
00:09:15

Selling a SA Part 2- Hindi

Video
00:10:40

Basics of Account Opening Form Eng

Video
00:08:23

Basics of Account Opening Form Hindi

Video
00:09:31

SA Docs and Checklist

PDF

HDFC Bank Savings Account

SA Regular

PPT

SA Max

PPT

SA- Institutional Savings Account

PPT

SA- Senior Citizen Account

PPT

SA Kids Advantage Accoumt

PPT

KYC AML

KYC English

Video
00:04:54

KYC Hindi

Video
00:05:15

KYC Case Studies

PDF

Current Account Important to Know

Current Account Improtant to Know Part 1 Eng

Video
00:09:40

CA Important to Know Part 1- Hindi

Video
00:09:11

CA Important to Know Part 2- Eng

Video
00:12:36

CA Important to Know Part 2- Hindi

Video
00:12:34

Selling a Current Account

Selling CA Part 1- Eng

Video
00:06:24

Selling CA Part 1- Hindi

Video
00:08:34

Selling CA Part 2- Eng

Video
00:11:43

Selling CA Part 2- Hindi

Video
00:11:57

HDFC Bank Current Accounts

HDFC Bank CA

PPT

CA Documentation

PDF

Digital Banking

Net Banking- Eng

Video
00:11:14

Net Banking- Hindi

Video
00:11:04

Mobile Banking Eng

Video
00:09:57

Mobile Banking - Hindi

Video
00:09:18

Important Banking Terms

Banking Terminologies

PDF

Retail Loans and Cards

Retail Loans- Eng

Video
00:12:54

Retail Loans- Hindi

Video
00:12:46

Credit Card- Eng

Video
00:12:58

Credit Card Hindi

Video
00:17:48

Banking Laws and Queries

Common Banking Laws P1 Eng

Video
00:05:10

Common Banking Laws Part1 Hindi

Video
00:06:28

Common Banking Laws P2 - Eng

Video
00:09:00

Common Banking Laws Part 2 Hindi

Video
00:09:42

Common Banking Laws P3 Eng

Video
00:10:15

Common Banking Laws P3 Hindi

Video
00:09:58

HDFC CSO Test

HDFC CASA Officer Certification Test

1 Exercises

Assessment Test

HDFC CASA Officer Test

Exercise

SkyllMe

6 Learning Materials

Course Instructor