Post Graduate Certification in Banking and Financial Services (BFSI)
Start your career as an Assistant Manager: Gold Loan Officer at Kotak Mahindra Bank
100% Placement Assistance with Guaranteed Interview Line-ups | High-Growth Roles | Curriculum powered by Leading Financial Banks

Placement Starts in

45 days

Mode of Learning

Online

Avg. CTC:

3 LPA

Eligibility

Graduates & Final Year Pursuing Graduates

Program rating

4.6/5

Post Graduate Certification in Banking and Financial Services (BFSI)
Start your career as an Assistant Manager: Gold Loan Officer at Kotak Mahindra Bank
100% Placement Assistance with Guaranteed Interview Line-ups| High-Growth Roles | Curriculum powered by Leading Financial Banks

Placement Starts in

45 days

Mode of Learning

Online

Program rating

4.6/5

Avg. CTC:

3 LPA

Eligibility

Graduates & Final Year Pursuing Graduates

Price

Price: ₹78,000  ₹60,000+10% CTC

Why this program?
All the In-demand Industry skills, 1/10th the fee. Wherever you are, wherever you need.
100% Placement Assistance with Guaranteed Interview Line-ups
Extensive Domain-Skills Training
Industry-Renowned PG Certification
E&ICT NIT Patna Certification
Learn from Experienced Industry Professionals
Here's your Enrollment Process
Start your paycheck journey at India's Leading Companies
What will I learn in this program?

Reserve Bank of India : Evolution, Function & latest initiatives

Risk Regulations in Banking Industry: Basel Norms

Indian Banking Structure

Non-Banking Financial Companies

Important Institutions: NABARD, NPCI etc.

Activity: Banking Structure

– To check attentiveness in a virtual Class

Various Banking Customers

Money Laundering

Obligations under PMLA

Obligations under International Agreements- FATF, FATCA & CRS

Activity: Identifying client risk

Important Deposits Terminologies (AMB/AQB, Home Branch/Non-Home Branch, Simple/ compound interest, ATM/ Debit Card, HNI Programs etc.)

Demand Deposits (CASA)

Time Deposits (FD & RD)

NRE, NRO & FCNR a/cs

Operational Aspects of Deposit Accounts: Joint Accounts, Nomination Facility, Inoperative Accounts & Unclaimed Deposits

Insurance of Bank Deposits

Case let based Role Play (Pitching of deposit a/c)

Asset verticals in a Bank

Important Retail Assets Terminologies ( LTV, Credit Burrous, NPA, Amortization Schedule, Fixed Rates, Floating rates etc.)

Retail Assets Products: Home Loans, LAP, Gold Loans, LAP, Personal Loans and Consumer Loans, Credit Cards

Case let based Role Play (Pitching of Retail Asset Product)

Principles of Lending

Working Capital and term loans

Methods of Assessment of Loans

Credit Management

Credit Monitoring

Forex Services in Banking

Payment Systems in India

Online Banking

Cash Management Services

Safe Deposit Lockers

Merchant Banking

Government Business

Primary Markets

Secondary Markets

Structure and Participants of Stock Markets

Trade Cycle

Settlement Calendar

Market Indices

Important Equity Market indicators

Equity Analysis

 

Features of a Debt Instrument

Risks in Debt Instruments

Types of Bonds

Principles of Bond Valuation

Duration & Modified Duration,

Debt Markets and Instruments

Developments in Indian Bond Markets

 

MFs- Meaning

MF Vs Direct Equity Investments

MF- Advantages

Types- Open-Ended & Close Ended, Equity & Debt, Direct and Regular Plans.

How to Invest in MF

Case let based Role Play ( Open a Call for a MF)

SEBI Classification of MFs

Evaluation of an Equity Fund Scheme

Evaluation of a Debt Fund Scheme

Factsheets

Case let based Role Play (Fund Recommendation MF)

The Concept of Risk, Perils and Hazards- Classification of Risks

Risk Assessment, Risk Transfer & Mitigation Methods

The Concept of Insurance

Principle of Probability and Law of Large Numbers

Pooling of Resources-Sharing of Risks

Insurance as Security / Solidarity

Moral Hazard / Morale Hazard

Adverse Selection

Utmost Good Faith

Insurable Interest – Material Facts

Proximate Cause

Indemnity –Valued Policy

Subrogation

Legal Characteristics of Insurance Contract

Types, Life & General Insurance (Motor, Health, Mediclaim, Travel) Products,

Case let based Role Play (Pitching of Insurance Products)

Introduction to Derivatives

Forwards & Futures

Options Terminology

ITM, ATM and OTM Options

Pay-off: Call and Put Options

Hedging and Speculation with derivatives

Derivative Markets in India

Alternate Investments : Commodities trading, PMS, RIETS, AIFs etc.

Risk, Return and Asset Allocation

Planning for financial Goals

Ethics in BFSI

Difference between a mistake & a fraud

Examples of Miss-selling in BFSI

Money Laundering

Obligations under PMLA

Obligations under International Agreements- FATF, FATCA & CRS

Activity: Identifying client risk

Post Graduate Certification
Earn an Industry-recognized
PG-Certificate by Expertrons
Complete your Training and get a certificate powered by Expertrons and India’s leading BFSI companies. This program's completion certificate will help you acquire the right skills to make the perfect entry into the world of Banking & Financial Services (BFSI).
We help you in enhancing the quality of sales, distribution, and related support services in the Mutual Fund industry. Become equipped with the ins and outs of Mutual Funds to help you crack the NISM-Series-V-A Mutual Fund Distributors Certification Examination.
Your journey after this PG Certification Program goes like this:
Due to heavy demand, we are here with a new batch to train even more aspirants, and get them placed in their dream companies.
Kickstart your career at India’s Leading Companies
Due to heavy demand, we are here with a new batch to train even more aspirants, and get them placed in their dream companies.
Kickstart your career at India’s Leading Company
Real People. Real Results.
Skills, Tools & Tactics every Banker should know about
Take the first step of your BFSI career with our FREE webinar
Session everyday
10am | 35mins
Meet your speaker
Richa Maheshwari
Founder of Envision Training
Richa Maheshwari, Founder of Envision Training ,is a highly accomplished professional in the field of communication and leadership.
Empowering & transforming & inspiring individuals and organizations to achieve their goals through her powerful speeches and coaching sessions & a renowned motivational speaker and public speaking coach who has been making a significant impact in the corporate world.
Her exceptional skills in communication and leadership have earned her numerous accolades, including being awarded as one of the Top 10 Women Corporate Trainers of 2022.
Add-on offerings to multiply your learning
Corporate Readiness Module
Introduction to Job Readiness Course
Resume Building
LinkedIn
Self-introduction
Company Research
Naukri
Job Hunt
Google workspace
Expertrons Essentials
    Professional content from a network of 7500 Industry
        Experts
Professional content from a network of 7500 Industry Experts
Soft Skill Capstone Project worth INR 10,000
5 Referral reach-outs from Industry Experts
200 credits of 1:1 consultation with an Industry expert
Access to 10 Experts’ Resumes from Top Companies
1 Career Guidance call with Expert Career Counselors
Batch starts soon!
Limited Seats Available