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Retail & Priority Banking Course for BFSI

This course will enable you to acquire knowledge and skills to be eligible for a Priority / Personal Banker or Relationship Manager role in a bank depending upon your experience, capabilities and learning.

₹82600.00

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Course Overview

Priority Bankers / Relationship Bankers / Personal Bankers are the most important roles in a Bank, Wealth Management Companies & Broking Firms. They deal with the high value customers and thus it is very important that they are able to provide excellent experience to them and generate revenues for their respective companies. They get high salaries, incentives and have a faster growth path.

Simlarly, there are many other roles in Retail Banking and BFSI like Welcome Desk, Customer Service Officer, Phone Banker, Sales Officer, Banc Assurance Officer,  etc . There roles offer good career opportunities to young graduates especially Freshers. 

BFSI Industry (Banking, Financial Services & Insurance) is one of the faster growing industry in the country. The penetration of banking products is on the lower side in our country compared to developed nations. So it is expected that this industry will continue to grow at a good rate in the foreseeable future.

This industry also happens to be a large employer of skilled manpower. As the industry continues to grow, so is the requirement of manpower. As an estimate, India will need almost 6 L people in this industry in next 5 years. It presents a good opportunity for freshers as well as people with 2-4 years of experience to prepare themselves and take an entry into this Industry.

This course will enable you to learn about the intricacies of these roles and similar roles. This will help you position your candidature in the most effective manner in the selection interview. 

Schedule of Classes

Course Curriculum

18 Subjects

Priority Banking Course Introduction

8 Learning Materials

Introduction

Introduction

PDF

Instructions

Important Instructions

PDF

Program Booklet

Program Booklet

PDF

Program Schedule

Schedule of Classes and Learning

PDF

Banking Industry Introduction

Introduction 1 Eng

Video
00:06:33

Introduction 1 Hindi

Video
00:12:34

Introduction 2 Eng

Video
00:11:07

Introduction 2 Hindi

Video
00:10:58

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

Soft Skills

6 Exercises24 Learning Materials

Introduction

Introduction- Eng

Video
00:06:29

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

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

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

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

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

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

Consumer Loans

14 Learning Materials

Introduction

Introduction - Eng

Video
00:12:54

Introduction- Hindi

Video
00:12:46

Selling Consumer Loans

Selling Consumer Loans Part 1- Eng

Video
00:11:42

Selling Consumer Loans Part 1-Hindi

Video
00:13:26

Selling Consumer Loans Part 2- Eng

Video
00:10:56

Selling Consumer Loans Part 2- Hindi

Video
00:11:34

Products

Home Loan- Eng

Video
00:07:36

Auto Loan- Eng

Video
00:06:19

Auto Loan- Hindi

Video
00:06:38

Business Loan- Hindi

Video
00:16:12

Credit Card- Hindi

Video
00:17:48

Credit Card - Eng

Video
00:12:58

Business Loan- Eng

Video
00:09:16

Interesting Videos

HDFC Bank Personal Loan

External Link

Relationship Management

20 Learning Materials

Role of an RM

RM Role Part 1- Eng

Video
00:11:22

RM Role- Part 1 Hindi

Video
00:11:27

RM Role Part 2- Eng

Video
00:11:40

RM Role Part 2 -Hindi

Video
00:11:17

RM Role Part 3- Eng

Video
00:12:00

RM Role Part 3 -Hindi

Video
00:11:37

RM Role Part 4- Eng

Video
00:07:51

RM Role Part 4- Hindi

Video
00:11:09

Important Task

Feedback- Type F1 in FB Messenger after clicking on the link.

External Link

Philosophy of Relationship Management

Philosophy- Eng

Video
00:05:01

Philosophy- Hindi

Video
00:06:12

Art of Relationship Management

Art of Relationship Part 1 Eng

Video
00:08:26

Art of Relationship Part 1 Hindi

Video
00:09:04

Art of Relationship Part 2 Eng

Video
00:06:51

Art of Relationship Part 2 Hindi

Video
00:06:42

Science of Relationship Management

Science of Relationship Part 1 Eng

Video
00:10:02

Science of Relationship Part 1 Hindi

Video
00:09:04

Science of Relationship Part 2 Eng

Video
00:09:55

Science of Relationship Part 2 Hindi

Video
00:11:12

Interesting Videos

Axis Bank Priority Banking

External Link

Customer Portfolio Management

1 Exercises14 Learning Materials

Onboarding

Onboarding Eng

Video
00:11:50

Onboarding Hindi

Video
00:12:58

Main Points

PDF

Family Banking

Family Banking Eng

Video
00:12:07

Family Banking Hindi

Video
00:12:01

Main Points

PDF

Assignment

PDF

Product Holding

Product Holding Eng

Video
00:12:26

Product Holding Hindi

Video
00:13:33

Main Points

PDF

Assignment

PDF

Health of Portfolio

Health of Portfolio Eng

Video
00:10:27

Health of Portfolio Hindi

Video
00:13:33

Main Points

PDF

Test

Portfolio Management

Exercise

Basics of Investments

12 Learning Materials

Time Value of Money

Time Value- Eng

Video
00:07:30

Time Value- Hindi

Video
00:08:33

Risk & Return

Risk Return- Eng

Video
00:08:20

Risk Return - Hindi

Video
00:09:16

Risk Profiling

Risk Profiling Part 1 Eng

Video
00:09:19

Risk Profiling Part 1 -Hindi

Video
00:10:09

Risk Profiling Part 2 Eng

Video
00:09:02

Risk Profiling Part 2 Hindi

Video
00:09:34

Financial Goal Planning

Goal Planning Part 1 - Eng

Video
00:10:33

Goal Planning Part 1- Hindi

Video
00:11:37

Goal Planning Part 2- Eng

Video
00:10:59

Goal Planning Part 2- Hindi

Video
00:12:32

Mutual Fund

24 Learning Materials

MF Introduction

Introduction- Eng

Video
00:09:02

Introduction- Hindi

Video
00:10:24

Main Points

PDF

Assignment

PDF

Types of MF

MF Types- Eng

Video
00:11:57

MF Types- Hindi

Video
00:10:40

Main Points

PDF

Assignment

PDF

Important Concepts of MF

Important Concepts- Eng

Video
00:14:41

Important Concepts- Hindi

Video
00:14:50

Main Points

PDF

Assignment

PDF

Advantages of MF

Advantages of investing in MF- Eng

Video
00:12:32

Advantages of Investin g in MF- Hindi

Video
00:12:54

Main Points

PDF

Assignment

PDF

Selling MF

Selling MF- Eng

Video
00:12:11

Selling MF- Hindi

Video
00:12:38

Main Points

PDF

Assignment

PDF

Investment Process

Investment Process- Eng

Video
00:10:18

Investment Process- Hindi

Video
00:12:39

Main Points

PDF

Assignment

PDF

Insurance

27 Learning Materials

Concept of Insurance

Concept - Eng

Video
00:10:01

Concept- Hindi

Video
00:10:57

Principles of Insurance- Hindi

Video
00:09:36

Main Points

PDF

Assignment

PDF

Insurance Concept (Eng)

External Link

Insurance Concept (Hindi)

External Link

Learning Life Insurance

Life Insurance Concepts- Eng

Video
00:12:43

Life Insurance Concpets- Hindi

Video
00:12:19

Types of Life Insurance

External Link

Main Points

PDF

Assignment

PDF

Selling Life Insurance

Selling L.I. - Eng

Video
00:11:34

Selling L.I. - Hindi

Video
00:13:18

Term Insurance Guide

External Link

ULIP Guide

External Link

Pension Plan Guide

External Link

Main Points

PDF

General Insurance

General Insurance- Hindi

Video
00:11:50

Main Points

PDF

Types of Genral Insurance

External Link

What is Covered in General Insurance ?

External Link

Tax Benefit- Health Insurance

External Link

Insurance Industry In India

Insurance Industry In India- Eng

Video
00:13:11

Insurance Indistry In India- Hindi

Video
00:11:45

Interesting Videos

HDFC pension Plan

External Link

Health Insurance

External Link

Planning Your Work

1 Exercises19 Learning Materials

Introduction

Introduction- Eng

Video
00:04:17

Introduction- Hindi

Video
00:04:37

Monthly Plan

Monthly Plan- Eng

Video
00:08:22

Monthly Plan- Hindi

Video
00:08:53

Main Points

PDF

Assignment

PDF

Day Plan

Day Plan- Eng

Video
00:10:21

Day Plan- Hindi

Video
00:10:22

Main Points

PDF

Call Plan

Call Plan Part 1- Eng

Video
00:08:42

Call Plan Part1 - Hindi

Video
00:08:06

Call Plan Part 2- Eng

Video
00:10:14

Call Plan Part 2- Hindi

Video
00:10:28

Main Points

PDF

Assignment

PDF

Overachieving Target

Overachieving Target Part 1 - Eng

Video
00:06:57

Overachieving Target Part1 -Hindi

Video
00:08:01

Overachieving Target Part 2- Eng

Video
00:10:14

Overachieving Target Part 2- Hindi

Video
00:10:30

Planning Test

Planning for Success

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

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

Retail Branch Operations

10 Exercises90 Learning Materials

Course Instructor