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Advanced Banking, Financial Services & Wealth Management

100% job assistance Course for Accelerated Career Growth for Graduates with 0-3 Years of Experience

₹ 89999/- 24999/-

(Inclusive of All Taxes)

  • 3 Months

  • Online (Weekdays Online Classes)

  • Expert Doubt Solving Support

  • Certification by Skilly

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100% Job Assurance

4 LPA

Average Salary

60%

Salary Hike

100+

Hiring Partners

Hassle-Free Onboarding Process

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Telephonic Counseling session

Telephonic Counseling

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Documentation, Admission & fee payment

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Why choose Advanced Banking, Financial Services & Wealth Management

  • Industry-Ready Curriculum – Tailored for careers in banking, financial services, and wealth management.

  • Comprehensive Finance Skills – Learn banking operations, investment planning, and portfolio management.

  • Wealth Management Expertise – Master client advisory, asset allocation, and financial planning.

  • Risk & Compliance Knowledge – Understand global regulations and risk management strategies.

  • Hands-On Learning – Apply concepts through real-world projects and case studies.

Skilly offers the below list of Modules for this course

  1. History and Evolution of Money & Banking
  2. The Role of the Reserve Bank of India (RBI) in Banking
  3. Understanding the Banker-Customer Relationship
  4. Branch Structure, Setup, and Key Roles
  5. Rights & Responsibilities of a Banker

  1. Core Banking: Concepts & Applications
  2. Introduction to Retail Banking & Its Functions
  3. KYC, Electronic Data Capture (EDC), and Anti-Money Laundering
  4. Auditing Branch Operations & Compliance
  5. Operational Risks in Banking & Risk Management
  6. Management Information System (MIS) in Banking

  1. Savings Account: Features, Benefits & Usage
  2. Features and Importance of Current Accounts
  3. ATM, Phone Banking, and Mobile Banking Services
  4. Cheque Transactions and Fund Transfers
  5. Clearing Process & Its Operations
  6. Locker Services: Features & Customer Guidelines

  1. Digital Banking: Features & Importance
  2. Different Payment Channels & Their Functions
  3. Payment Systems & Their Role in Banking
  4. Security Measures in Banking, Including Social Protection
  5. Emerging Trends & Innovations in Banking Technology
  6. Impact of Social Media on Business & Customer Relations

  1. Understanding Credit Cards and Their Features
  2. Debit Cards: Features & Usage
  3. Credit Facilities & Due Diligence in Lending
  4. Loan Against Securities: Process & Benefits
  5. Personal Loans: Features, Eligibility & Process
  6. Two-Wheeler & Four-Wheeler Loan Process & Eligibility
  7. Gold Loans: Features, Process & Benefits
  8. Introduction to Mortgage and Its Basics

  1. Procedures in the Cash Department
  2. Handling Cash Transactions & Indian Currency Notes
  3. Sales Process: How to Open a Customer Call Successfully

  1. Stages of Customer Interaction & Engagement
  2. Customer Perception and Value in Banking
  3. Handling Customer Doubts & Concluding Calls Effectively
  4. Handling Service Failures & Managing Escalations
  5. Maintaining Professionalism & Workplace Etiquette
  6. Personal Grooming, Confidence & Professional Appearance

  1. Fundamentals of Insurance & Core Concepts
  2. Various Types of Life Insurance Policies
  3. Categories of General Insurance & Their Applications
  4. Term Insurance & Its Benefits
  5. Planning for Retirement & Post-Retirement Finances

  1. Understanding Business Structures & Their Functions
  2. Types of Charges in Banking & Their Applications
  3. Types of Bank Customers & Their Importance in Business
  4. Roles, Duties, and Key Responsibilities of a Banker

  1. Financial Selling & Key Sales Stages
  2. Appointment Scheduling, Customer Profiling & Detailing
  3. Scope of Financial Planning & Its Importance
  4. Fundamentals of Personal Finance Management
  5. Definition, Purpose, and Significance of Financial Planning
  6. Concept of Risk & Return in Investments
  7. Principles of Asset Allocation & Risk Assessment

  1. Effective Communication & Conversation Skills
  2. Essential Phrases for Effective Speech
  3. Extempore Speaking & Impromptu Communication
  4. Professional Email Writing Skills
  5. Developing Strong Presentation & Public Speaking Skills
  6. Sentence Formation & Structure for Clear Communication
  7. Paragraph Writing Techniques for Clear Communication
  8. Understanding the Parts of Speech for Effective Writing

  1. Fundamentals of System Maintenance Awareness
  2. Basic Excel Functions for Banking Operations
  3. Fundamentals of Microsoft Word for Banking Documentation
  4. Introduction to PowerPoint & Presentation Skills

  1. Negotiable Instruments Act: Overview & Applications
  2. Understanding the Contract Act & Its Relevance
  3. Monetary Policy: Impacts & Challenges
  4. Understanding Fiscal Policy & Its Impact on the Economy

  1. Introduction to the Indian Securities Market
  2. Basics of Depository Services & Their Functions
  3. Understanding Offer Documents & Key Scheme Information
  4. Overview of Mutual Funds & Their Classifications
  5. Tax Implications on Mutual Fund Investments
  6. Government Banking Schemes & Their Benefits

  1. Advanced Aspects of Monetary & Fiscal Policy
  2. Advanced Risk Management Strategies in Banking
  3. Advanced Credit & Lending Strategies
  4. Complex Financial Planning & Wealth Management
  5. Strategic Business & Operational Decision-Making in BFSI

Free extra bonus along with this course.

  1. Module 1 - Confidence Building
  2. Module 2 - Positive Self-Image Building
  3. Module 3 - Life Skills
  4. Module 4 - Communication in BFSI
  5. Module 5 - Time Management
  6. Module 6 - Ethics and Integrity
  7. Module 7 - Goodwill
  8. Module 8 - Daily Organization
  9. Module 9 - Working Protocols
  10. Module 10 - Working in a Team
  11. Module 11 - Dressing for Success
  12. Module 12 - Sales in BFSI

  1. Module 1: Work Readiness
  2. Module 2: Work Readiness 2.0
  3. Module 3: CV Feedback
  4. Module 4: CV and Resume Building
  5. Module 5: BFSI Interview Preparation
  6. Module 6: BFSI Interview Preparation 2.0 (Long)
  7. Module 7: Placements in Banks

Programme Highlights

100% Placement Assistance

Senior Ex - Bankers as Faculty

Self Paced

Personality Development

Interview Preparation

Communication Skills

Starting salary of upto 6 Lakhs Per Annum

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Email : Support@myskilly.com

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