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Fundamentals of Banking, Insurance and Finance management

100% Job Assistance Course for Accelerated Career Growth for Graduates with 0-3 Years of Experience

₹ 74999/- 9999 /-

(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+

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Hassle-Free Onboarding Process

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Telephonic Counseling session

Telephonic Counseling

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Why choose Fundamentals of Banking,Insurance and Finance management

  • Industry-Relevant Knowledge – Strong foundation in banking, insurance & finance.

  • Career-Oriented Curriculum – Prepares for roles in banks, insurance firms & finance.

  • Financial Markets Insight – Learn about stock markets, risk & regulations.

  • Practical Learning – Case studies & real-world applications.

  • Diverse Career Paths – Opportunities in banking, insurance, wealth management & more.

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 Policiesg
  3. Categories of General Insurance & Their Applications
  4. Term Insurance & Its Benefits
  5. Maintaining Professionalism & Workplace Etiquette
  6. 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

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 : Info@myskilly.com

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Email : Support@myskilly.com

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Email : franchise@myskilly.com

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