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Retail Banker Course

This course prepares one for frontline customer facing roles in Retail Banking & other BFSI companies.

Course Instructor: Anupam Kumar

₹11800.00 ₹17700.00 33% OFF

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Course Overview

By an estimate, there are 9-10 Lakhs jobs to be created in Banking & Financial Services Industry (BFSI) in next 4-5 years. 

Retail Bankers are much in demand these days.  Banks like HDFC Bank, ICICI Bank, Axis Bank, Kotak bank etc are hiring people for multiple roles in Retail Banking. In fact, most of the banks are struggling to find good people for such roles.  

Various roles in Retail banking  are realted to Business Development, Customer Service , Relationshop Management etc. 

This course gives an insight into the skills and knowledge required to get started in Retail Banking.

The course gives details about:

* Retail BFSI Opportunities

* Soft skills required for Retail Banking

* Sales Process

* Banking Products like Savings Account, Current Account,  Digital Banking, Loans etc.

* Basic Banking Laws and Queries

* KYC

* Customer Service

* Interview Preparation & Important Questions

* Banking Terminologies 


Our unique methodology gives lots of practical assignments and tasks for  proper learning. We have also suggested practical activities to gain actual feel of the job. 

Above all, You are not alone while doing this course. Our Mentors are available to help and guide you through the program. 

After the course, you will have to take an assessment test to get certified. 

All c ertified students will become a part of our "Alumni Database" which we share with relevant companies from time to time for placement assistance. 

Best wishes for making a very important decision in your life !





 

Schedule of Classes

Total Classes

1 Classes

Course Curriculum

11 Subjects

Soft Skills

6 Exercises24 Learning Materials

Introduction

Introduction- Eng

Video
00:06:29
FREE

Introduction- Hindi

Video
00:09:00

Time Management

Time Management Eng

Video
00:14:59

Time Management- Hindi

Video
00:15:24

Main Points

PDF

Assignment

PDF

Time Management

Exercise

Communication

Communication Eng

Video
00:15:25

Communication - Hindi

Video
00:17:22

Main Points

PDF

Assignment

PDF

Communication

Exercise

Business Etiquettes

Business Etiquettes- Eng

Video
00:14:25

Business Etiquettes- Hindi

Video
00:14:46

Main Points

PDF

Assignment

PDF

Interesting Videos

External Link

Business Etiquettes

Exercise

Team Work

Team Work Eng

Video
00:08:31

Team Work Hindi

Video
00:07:24

Main Point

PDF

Team Work

Exercise

Time Management Eng

Video
00:14:59

Time Management- Hindi

Video
00:15:24

Main Points

PDF

Time Management

Exercise

Ethics

Ethics- Eng

Video
00:11:33

Ethics- Hindi

Video
00:11:11

Main Points

PDF

Ethics

Exercise

Sales Process

6 Exercises26 Learning Materials

Identifying Customers

Process Part 2 English

Video
00:10:26

Process Part 2 Hindi

Video
00:12:01

Main Points

PDF

Assignment

PDF

Identifying Customers

Exercise

Definining Sales Process

Process Part 1 English

Video
00:06:57

Process Part 1 Hindi

Video
00:08:33

Main Points

PDF

Assignment

PDF

Defining Sales Process

Exercise

Taking Appointments

Process Part 3 Eng

Video
00:11:33

Process Part 3 Hindi

Video
00:12:43

Main Points

PDF

Assignment

PDF

Taking Appointments

Exercise

Taking Appointments- Micro Video

External Link

Appointment Taking- Case Studies

External Link

Pitching

Process Part 4 Eng

Video
00:11:17

Process Part 4 Hindi

Video
00:10:21

Main Points

PDF

Assignment

PDF

Pitching

Exercise

Closing

Process Part 5 Eng

Video
00:10:52

Process Part 5 Hindi

Video
00:10:51

Main Point

PDF

Assignment

PDF

Closing

Exercise

Follow Up and Reporting

Process Part 6 Eng

Video
00:10:41

Process Part 6 Hindi

Video
00:12:03

Main Point

PDF

Assignment

PDF

Follow Up & Reporting

Exercise

Savings Account

7 Exercises30 Learning Materials

Types of Savings Account

SA Types Part 1 Eng

Video
00:08:32

SA Types Part 1- Hindi

Video
00:08:58

Types of Savings Account Part 1

Exercise

SA Types Part 2- Eng

Video
00:07:37

SA Types Part 2- Hindi

Video
00:08:38

Types of SA- Part 2

Exercise

Main Points SA Types Part 1

PDF

Main Points SA Types- Part 2

PDF

Assignment Types of SA Part 1

PDF

Assignment Types of SA Part 2

PDF

Power of Savings Account

Power of SA- Eng

Video
00:08:37

Power of SA- Hindi

Video
00:09:13

Main Points Power of SA

PDF

Assignment Power of SA

PDF

Power of Savings Account

Exercise

Selling Savings Account

Selling a Savings Account Part1 -Eng

Video
00:09:40

Selling SA- Part 1 Hindi

Video
00:09:15

Main Points Selling a SA Part 1

PDF

Assignment Part 1

PDF

Selling SA- Part 1

Exercise

Selling SA Part 2- Hindi

Video
00:10:40

Main Points Selling a SA Part 2

PDF

Assignment Part 2

PDF

Selling SA- Part 2

Exercise

Selling SA Part 2- Eng

Video
00:14:01

Selling SA- Micro Video- English

External Link

Selling SA- Micro Video-Hindi

External Link

Mastering SA Opening Process

SA AC opening Process Part 1-Hindi

Video
00:10:10

SA Account Opening Process Part2- Hindi

Video
00:11:16

Mastering Account Opening Process

Exercise

Basics of Account Opening Form

Account Opening Form- Eng

Video
00:08:23

Account Opening Form- Hindi

Video
00:09:31

Basics of Account Opening Form

Exercise

Assignment

PDF

Main Points

PDF

Interesting Videos

HDFC Bank Savings Max

External Link

Yes Bank 6 %

External Link

Digital Banking

1 Exercises10 Learning Materials

Mobile Banking

Mobile Banking Eng

Video
00:09:57

Mobile Banking HIndi

Video
00:09:18

Internet Banking

Netbanking Eng

Video
00:11:14

Netbanking Hindi

Video
00:11:04

Main Points- Digital Banking

PDF

Test

Digital Banking

Exercise

Interesting Videos

Axis Bank Mobile Banking

External Link

HDFC Bank Mobile Banking

External Link

HDFC Bank Chhupa Rustom

External Link

HDFC Bank Net Banking

External Link

ICICI Bank Net Banking

External Link

KYC

5 Learning Materials

Know Your Customer

KYC - Eng

Video
00:04:54

KYC - Hindi

Video
00:05:15

Case Studies- KYC

PDF

KYC- Micro Video

External Link

Interesting Videos

KYC Video

External Link

Banking Laws & Common Queries

2 Exercises14 Learning Materials

Common Banking Laws & Practices

Banking Laws & Practices Part1- Eng

Video
00:05:10

Banking Laws & Practices Part 1-Hindi

Video
00:06:28

Main Points Part 1

PDF

Banking Laws & Practices Part 2- Eng

Video
00:09:00

Banking Laws & Practices Part 2- Hindi

Video
00:09:42

Main Points Part 2

PDF

Banking Laws & Practices Part 3- Eng

Video
00:10:15

Banking Laws & Practices Part 3- Hindi

Video
00:09:58

Quiz Banking Laws

Exercise

Common Banking Queries

Common Queries Part 1- Eng

Video
00:09:39

Common Queries Part 1-Hindi

Video
00:09:39

Main Points Part 1

PDF

Common Queries Part 2- Eng

Video
00:04:41

Common Queries Part 2- Hindi

Video
00:07:27

Main Points Part 2

PDF

Quiz Banking Queries

Exercise

Customer Service

8 Exercises32 Learning Materials

Meaning of Customer Service Part 1

Customer Service Part 1 Eng

Video
00:09:19

Customer Service Part 1 Hindi

Video
00:09:56

Main Points

PDF

Assignment

PDF

Quiz Customer Service Part 1

Exercise

Meaning of Customer Service Part 2

Customer Service Part 2 Eng

Video
00:10:21

Customer Service Part 2 Hindi

Video
00:09:52

Main Points

PDF

Assignment

PDF

Quiz Meaning of Customer Service 2

Exercise

Meaning of Customer Service Part 3

Customer Service Part 3 Eng

Video
00:09:31

Customer Service Part 3 Hindi

Video
00:09:34

Main Points

PDF

Assignment

PDF

Quiz Meaning of Customer Service 3

Exercise

Giving Great Customer Service Part 1

Giving Great Service Part 1-Eng

Video
00:09:45

Great Customer Service Part 1-Hindi

Video
00:09:59

Main Points

PDF

Assignment

PDF

Giving Great Service 1

Exercise

Giving Great Customer Service Part 2

Great Customer Service Part 2- Eng

Video
00:08:45

Great Customer Service Part 2- HIndi

Video
00:09:28

Main Points

PDF

Assignment

PDF

Giving Great Service- 2

Exercise

Skills Required for Customer Service Part 1

Skills Required- Eng

Video
00:05:20

Skills Required- Hindi

Video
00:06:22

Assignment

PDF

Main Points

PDF

Skills Required-1

Exercise

Skills Required for Customer Service Part 2

Skills Required Part 2 Eng

Video
00:06:16

Skills Required Part 2- Hindi

Video
00:06:47

Main Points

PDF

Assignment

PDF

Quiz Skills Required 2

Exercise

Skills Required for Customer Service Part 3

Skills Required Part 3 Eng

Video
00:07:10

Skills Required Part 3 Hindi

Video
00:07:34

Main Points

PDF

Assignment

PDF

Skills Required 3

Exercise

Preparing for Interview

20 Learning Materials

Important Videos

Common Interview Q & A

External Link

Best Interview Ever

External Link

Pursuit of Happyness Interview

External Link

CV Making

CV Making Part 1 - Eng

Video
00:11:38

CV Making Part 1- Hindi

Video
00:12:52

CV Making Part 2- Eng

Video
00:14:11

CV Making Part 2- Hindi

Video
00:14:15

Preparing for Interview

Preparing for Interview - Eng

Video
00:09:00

Preparing for Interview- Hindi

Video
00:10:01

Facing the Interview Panel

Facing the Panel- Eng

Video
00:12:37

Facing the Panel- Hindi

Video
00:11:17

Important Questions

Interview Questions Eng

Video
00:14:05

Interview Questions Hindi

Video
00:14:16

Opening Question

Opening Question Eng

Video
00:12:05

Opening Question Hindi

Video
00:11:59

Sample Q & A

Banking Terminologies

PDF

Tell me about Yourself

PDF

8 Common Questions

PDF

Banking Interview Q & A - Part 1

PDF

Banking Interview Q&A Part 2

PDF

Retail BFSI Introduction

3 Learning Materials

Important Information

Important Information

PDF

Program Schedule

Retail BFSI Schedule

PDF

Program Booklet

Program Booklet

PDF

Retail Banker Introduction

5 Learning Materials

Important Information

Important Information

PDF

Retail Banker Course Schedule

Learning Schedule

PDF

Course Introduction

Retail Banker Course Introduction Eng

Video
00:13:45

Retail Banker Course Introduction Hindi

Video
00:15:12

Program Booklet

Program Booklet

PDF

Current Account

4 Exercises19 Learning Materials

Importance of Currrent Account

Importance of Current Account- English

Video
00:10:57

Importance of Current Account- Hindi

Video
00:10:46

Main Points Importance of CA

PDF

Importance of Current Account

Exercise

Types and Features

Types & Features Part 1 Eng

Video
00:10:29

Types and Features Part 1 Hindi

Video
00:10:59

Types and Features Part 2 Eng

Video
00:10:54

Types & Features Part 2 Hindi

Video
00:12:00

Types and Features Part 3 Eng

Video
00:09:53

Types and Features Part 3 Hindi

Video
00:09:11

Main Points

PDF

Types of CA

Exercise

Selling 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

Main Points

PDF

Selling a Current Account

Exercise

Important Concepts

Important Concepts Part 1 Eng

Video
00:09:40

Important Concepts Part 1 Hindi

Video
00:09:11

Important Concepts Part 2 Eng

Video
00:12:36

Important Concepts Part 2 Hindi

Video
00:12:34

CA- Important Terminologies

Exercise

Course Instructor

tutor image

Anupam Kumar

45 Courses   •   1741 Students