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Retail & Priority Banking Course for BFSI Industry

A premiere course for Banking & Financial services industry.

₹129800.00 ₹129800.00

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Course Overview

This is a premier course for Retail Banking & Financial Services Industry.

This will prepare you for the jobs like Relationship Manaher, Personal Banker, Welcome Desk, Cashier , Customer Service officer, Virtual Relationship Manger etc.

This course will give tecah you how to do these roles in the most effective fashion.

Within 16 weeks,  you will get transformed completely.

Course is divided into 19 modules.

Each module   has 

- Videos in English and Hindi

- Key Learning Points

- Assignments 

- Tests

We also have  Practical projects , so that you can learn actually how to do the job. 

Towards the end of the course, our experts will prepare you for the interview so that you can succeed with flying colours.

The main topics covered are:

Soft Skills

Selling Skills

Banking Products- CASA, Loand, Cards

KYC

Laws

Queries

Customer Service

Investments

Mutual Fund

Insurance

How to do Relationship Management

Customer Portfolio Management

Planning 

Preapring for Interviews


You will be  best placed  ro perform the job if you do this course in right earnest. It is much better and comperehensive than any training program,.

All the best ! 








Schedule of Classes

Course Curriculum

1 Subject

Retail & Priority Banking Course

31 Exercises220 Learning Materials

Introduction

Introduction to the Course

PDF

Course Introduction -Eng

Video
00:13:45

Course Introduction- Hindi

Video
00:15:12

Important Instructions

PDF

Skyll Me You Tube

External Link

About Banking Industry

Understanding Banking P1- Eng

Video
00:06:33

Understanding Banking P1- Hindi

Video
00:12:34

Understanding Banking P2- Eng

Video
00:11:07

Understanding Banking P2- Hindi

Video
00:10:58

Sales Process

Sales Process Part 1- English

Video
00:06:57

Sales Process Part 1- Hindi

Video
00:08:33

Key Points - Sales Process Part 1

PDF

Sales Process Part 1 Quiz

Exercise

Assignment Part 1

PDF

Sales Process Part 2- Eng

Video
00:10:26

Sales Process Part 2- Hindi

Video
00:12:01

Key Points Sales Process Part 2

PDF

Sales Process Part 2 Quiz

Exercise

Assignment Part 2

PDF

Sales Process Part 3- Eng

Video
00:11:33

Sales Process Part 3- Hindi

Video
00:12:43

Key Points Sales Process Part 3

PDF

Quiz Part 3

Exercise

Assignment Part 3

PDF

Sales Process Part 4 - Eng

Video
00:11:17

Sales Process Part 4 - Hindi

Video
00:10:21

Key Points Sales Process Part 4

PDF

Quiz Part 4

Exercise

Assignment Part 4

PDF

Sales Process Part 5- Eng

Video
00:10:52

Sales Process Part 5- Hindi

Video
00:10:51

Key Points Sales Process Part 5

PDF

Quiz Part 5

Exercise

Assignment Part 5

PDF

Sales Process Part 6 - Eng

Video
00:10:41

Sales Process Part 6 - Hindi

Video
00:12:03

Key Points Sales Process Part 6

PDF

Quiz Part 6

Exercise

Assignment Part 6

PDF

Soft Skills

Introduction- Eng

Video
00:06:29

Introduction- Hindi

Video
00:09:00

Time Management Eng

Video
00:14:59

Time Management - Hindi

Video
00:15:24

Key Points- Time Management

PDF

Quiz- Time Management

Exercise

Assignment Time Management

PDF

Communication- Eng

Video
00:15:25

Communication- Hindi

Video
00:17:22

Key Points- Communication

PDF

Quiz- Communication

Exercise

Assignment Communication

PDF

Business Etiquettes Eng

Video
00:14:25

Business Etiquettes -Hindi

Video
00:14:46

Key Points - Business Etiquettes

PDF

Quiz Business Etiquettes

Exercise

Assignment Business Etiquettes

PDF

Team Work - Eng

Video
00:08:31

Team Work- Hindi

Video
00:07:24

Key Points- Team Work

PDF

Quiz- Team Work

Exercise

Ethics- Eng

Video
00:11:33

Ethics- Hindi

Video
00:11:11

Key Points- Ethics

PDF

Quiz Ethics

Exercise

Savings Account

Types of Savings Account - Part 1 Eng

Video
00:08:32

Types of Savings Account- Part 1 Hindi

Video
00:08:58

Key Points - Types of SA -1

PDF

Quiz Types of SA 1

Exercise

Assignment - Types of SA 1

PDF

Types of Savings Account Part 2 - Eng

Video
00:07:37

Types of Savings Account Part 2 Hindi

Video
00:08:38

Key Points- Types of SA- 2

PDF

Types of SA-2

Exercise

Assignment - Types of SA 2

PDF

Power of Savings Account- Eng

Video
00:08:37

Power of Savings Account- Hindi

Video
00:09:13

Key Points- Power of SA

PDF

Quiz- Power of SA

Exercise

Assignment- Power of SA

PDF

Selling a Saings Account Part 1 Eng

Video
00:09:40

Selling a Savings Accoount Part 1- Hindi

Video
00:09:15

Key Points- Selling SA 1

PDF

Quiz- Selling a SA 1

Exercise

Assignment - Selling a SA- 1

PDF

Selling a Savings Account Part 2 - Eng

Video
00:14:01

Selling a Savings Account Part 2- Hindi

Video
00:10:40

Key Points - Selling SA 2

PDF

Selling SA- Part 2

Exercise

Assignment - Selling a SA-2

PDF

Key Points- Account Opening Process

PDF

Assignment- Basics of Account Opening

PDF

Current Acount

Importance of Current Account- Eng

Video
00:10:57

Importance of Current Account- Hindi

Video
00:10:46

Main Points - Importance of CA

PDF

Quiz- Importance of CA

Exercise

CA Types & Features P1- Eng

Video
00:10:29

CA Types & Features P1 - Hindi

Video
00:10:59

CA Types & Features P2 Eng

Video
00:10:54

CA Types & Features P2 Hindi

Video
00:12:00

CA Types & Features P3 -Eng

Video
00:09:53

CA Types & Features Part 3 - Hindi

Video
00:09:11

Main Points - Types of CA

PDF

Selling a Current Account P1 Eng

Video
00:06:24

Selling a Current Account P1 -Hindi

Video
00:08:34

Selling a Cuurent Account P2 - Eng

Video
00:11:43

Selling a Currrent Account P2- Hindi

Video
00:11:57

Main Points- Selling a CA

PDF

Quiz- Selling CA

Exercise

KYC

KYC- English

Video
00:04:54

KYC- Hindi

Video
00:05:15

KYC- Case Studies

PDF

Digital Banking

Net Banking- Eng

Video
00:11:14

Net Banking - Hindi

Video
00:11:04

Mobile Banking- Eng

Video
00:09:57

Mibile Banking- Hindi

Video
00:09:18

Key Points

PDF

Quiz

Exercise

Banking Laws and Queries

Banking Laws & Practices P1 -Eng

Video
00:05:10

Banking Laws & Practices P1 - Hindi

Video
00:06:28

Banking Laws & Practices P2- Eng

Video
00:09:00

Banking Laws & Practices P2- Hindi

Video
00:09:42

Key Points Banking Laws 1

PDF

Key Points Banking Laws 2

PDF

Quiz - Banking Laws

Exercise

Common Banking Queries- Eng

Video
00:14:20

Common Banking Queries- Hindi

Video
00:17:06

Key Points Banking Queries- 1

PDF

Key Points- Banking Queries 2

PDF

Quiz- Banking Queries

Exercise

Banking Laws & Practices P3- Eng

Video
00:10:15

Banking Laws & Practices P3- Hindi

Video
00:09:58

Consumer Loans

Consumer Loans- Eng

Video
00:12:54

Cosnumer Loand - Hindi

Video
00:12:46

Credit card - Eng

Video
00:12:58

Credit card- Hindi

Video
00:17:48

Customer Service

Giving Great Customer Service P1 Eng

Video
00:09:45

Giving Great Customer Service P1- Hindi

Video
00:09:59

Key Points- Giving Great Customer Service

PDF

Quiz - Customer Service 1

Exercise

Assignment- Giving Great Service- 1

PDF

Giving Great Customer Service P2 Eng

Video
00:08:45

Giving Great Customer Service P2 Hindi

Video
00:09:28

Key Points- Giving Great Customer Service -2

PDF

Quiz- Customer Service 2

Exercise

Assignment- Giving Great Service 2

PDF

Role of an RM

Role of an RM P1- Eng

Video
00:11:22

Role of an RM P1- Hindi

Video
00:11:27

Key Points Part 1

PDF

Role of an RM P2- Eng

Video
00:11:40

Role of an RM P2- Hindi

Video
00:11:17

Key Points Part 2

PDF

Role of an RM P3- Eng

Video
00:12:00

Role of an RM P3- Hindi

Video
00:11:37

Key Points Part 3

PDF

Role of an RM P4- Eng

Video
00:07:51

Role of an RM P4- Hindi

Video
00:11:09

Key Points P4

PDF

Quiz- Role of an RM

Exercise

Relationship Management

Philosophy of Relationship Management - Eng

Video
00:05:01

Philosophy of Relationship Management- Hindi

Video
00:06:12

Key Points- Philosophy of Relationship Management

PDF

Quiz Philosophy of Relationship Management

Exercise

Assignment - Philosophy of Relationship Management

PDF

Art of Relationship Management P1- Eng

Video
00:08:26

Art of Relationship Management P1 - Hindi

Video
00:09:04

Art of Relationship Management P2 Eng

Video
00:06:51

Art of Relationship Management Part 2- Hindi

Video
00:06:42

Quiz Art of Relationship Management

Exercise

Science of Relationship Management P1 Eng

Video
00:10:02

Science of Relationship Management Part 1 Hindi

Video
00:09:04

Science of Relationship Management P2 Eng

Video
00:09:55

Science of Relationship Management P2 Hindi

Video
00:11:12

Quiz- Science of Relationship Management

Exercise

Customer Portfolio Management

Customer Onboarding- Eng

Video
00:11:50

Customer Onboarding- Hindi

Video
00:12:58

Key Points- Customer Onboarding

PDF

Family Banking - Eng

Video
00:12:07

Family Banking Hindi

Video
00:12:01

Key Points- Family Banking

PDF

Assignment- Family Banking

PDF

Product Holding - Eng

Video
00:12:26

Product Holding- Hindi

Video
00:13:33

Key Points- Product Holding

PDF

Health of Portfolio - Eng

Video
00:10:27

Health of Portfolio- Hindi

Video
00:10:58

Key Points- Health of Portfolio

PDF

Assignment- Product Holding

PDF

Quiz

Exercise

Basics of Investment

Time Value of Money- Eng

Video
00:07:30

Time Value of Money- Hindi

Video
00:08:33

Key Points- Time Value of Money

PDF

Quiz - Time Value of Money

Exercise

Risk Return - Eng

Video
00:08:20

Risk Return -Hindi

Video
00:09:16

Key Points- Risk Return

PDF

Risk Profiling 1 - Eng

Video
00:09:19

Risk Profiling 1- Hindi

Video
00:10:09

Risk Profiling 2- Eng

Video
00:09:02

Risk Profiling 2- Hindi

Video
00:09:34

Key Points- Risk Profiling

PDF

Quiz- Risk Profiling

Exercise

Quiz- Asset Class

Exercise

Understanding Asset Class- Eng

Video
00:11:25

Understanding Asset Class - Hindi

Video
00:12:43

Key Points- Asset Class

PDF

Assignment Risk and Return

PDF

Assignment Risk Profiling

PDF

Assignment Time Value of Money

PDF

Assignment Asset Class

PDF

Mutual Fund

Mutual Funds Introduction- Eng

Video
00:09:02

Mutual Funds Introduction- Hindi

Video
00:10:24

Types of MF- Eng

Video
00:11:57

Types of MF- Hindi

Video
00:10:40

Important Concepts of MF- Eng

Video
00:14:41

Important Concepts of MF- Hindi

Video
00:14:50

Advantages of Investing in MF- Eng

Video
00:12:32

Advantages of Investing in MF- Hindi

Video
00:12:54

How to Sell MF- Eng

Video
00:12:11

How to Sell MF- Hindi

Video
00:12:38

Insurance

Concept of Insurance- Eng

Video
00:10:01

Concept of Insurance- Hindi

Video
00:10:57

Life Insurance Concepts- Eng

Video
00:12:43

Life Insurance Concepts- Hindi

Video
00:12:19

Selling Life Insurance- Eng

Video
00:11:34

Selling Life Insurance- Hindi

Video
00:13:18

General Insurance- Hindi

Video
00:11:50

Planning for Success

Planning for Success 1- Eng

Video
00:04:17

Planning for Success 1- Hindi

Video
00:04:37

Monthly Plan - Eng

Video
00:08:22

Monthly Plan - Hindi

Video
00:08:53

Day Plan - Eng

Video
00:10:21

Day Plan Hindi

Video
00:10:22

Call Plan 1- Eng

Video
00:08:42

Call Plan 1- Hindi

Video
00:08:06

Call Plan 2- Eng

Video
00:10:14

Call Plan 2- Hindi

Video
00:10:28

Preparing for Interview

Preparing for Interview- Eng

Video
00:09:00

Preparing for Interview HIndi

Video
00:10:01

Facing the Panel- Eng

Video
00:12:37

Facing the Panel- Hindi

Video
00:11:17

Typical Questions- Eng

Video
00:14:05

Typical Questions- Hindi

Video
00:14:16

Creating CV 1 Eng

Video
00:11:38

Creating CV 1 Hindi

Video
00:12:52

Creating CV 2 - Eng

Video
00:14:11

Creating CV 2 - Hindi

Video
00:14:15

Banking Terminologies

PDF

8 Common Questions

PDF

Tell me about Yourself

PDF

Interview Q & A Part 1

PDF

Interview Q & A Part 2

PDF

Importance of Current Account

Course Instructor