Post-Graduation Certification in BFSI Ops & Sales
100% Placement Assurance for a successful career in BFSI
Master domain skills in Banking & Finance
Earn a PG Certification in BFSI Sector
Land your dream job with a salary of 3LPA+ incentives
Make a dream entry in India's Top Financial Companies
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    Program Duration:

    6 months


    Graduates & Final Year
    Pursuing Graduates


    Avg. 3 LPA

    Program Duration:
    6 months
    Graduates & Final Year
    Pursuing Graduates
    Avg. 3 LPA
    Here's your Enrollment Process
    Start your paycheck journey with an Avg. Salary of 3 LPA at India's Leading Companies

    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 & Finance.
    What will I learn in this program?

    1. Evolution of the Banking Industry in India
    2. MCQ Based Quiz
    3. RBI and its functions
    4. Types of Banking Institutions - Public Sector Banks, Private Sector Banks (Universal Banks & Differentiated Banks- Payment Banks, Small Finance Banks), Cooperative Banks
    5. Difference between a Bank & an NBFC
    6. MCQ Based Quiz

    1. Financial Systems Defined
    2. Understanding Equity and Debt Capital Markets in India
    3. Primary Markets, Secondary Markets- (NSE & BSE)
    4. Financial Services Industry in India - Banking Industry, Investment Advisory Services, Mutual Fund Industry, Insurance Industry & distributors ( Brokers/ Agents/ TPA), Stock Broking Industry, Treasury/Debt Instruments, Tax Consulting, Alternative Investments - PMS, AIFs, RIETs, etc.
    5. MCQ Based Quiz

    1. Type of Banking customers - Individual (Minors, Illiterate, NRIs/PIOs and incapacitated), HUF, Proprietorship, Partnership Firm, Company, LLPs, Trusts, and Societies
    2. Quiz
    3. Liability Products - Demand Deposit- CASA & Time Deposit- FD & RD
    4. Quiz

    1. Secured Loans & Unsecured Loans
    2. Examples of lending products: Working Capital Finance( Cash Credit & Term Loan), Home Loans, Gold Loans, Personal Loans and Consumer Loans, Credit Cards & KCC
    3. Quiz

    1. Other services: Demat a/cs, Forex Services, etc.
    2. Payment & settlement systems: NPCI- Paper Based ( Cheque) & Digital (UPI, IMPS, NEFT, RTGS & eNACH )
    3. Digital Banking- Net Banking & Mobile Banking
    4. Latest innovations in Banking Industry: RBI Digital Rupee, Crypto, Online Banks, etc.
    5. Quiz

    1. RBI's Customer Rights Policy
    2. Importance of Empathy in Customer Relationship Management
    3. Call and Email Etiquettes
    4. Role Plays

    1. MF Vs Direct Equity Investments
    2. MF- Advantages
    3. Types- Open-Ended & Close Ended, Equity & Debt, Direct and Regular Plans
    4. Popular Categories of Equity Mutual Funds
    5. How to Invest in MF
    6. Fact Sheets of MFs ( two examples)
    7. Quiz

    1. Steps to selling:
      - Prospecting
      - Preparation
      - Approach
      - Presentation
      - Handling objections
      - Closing
      - Follow-up
    2. Role Plays based on BFSI case lets

    1. Introduction To Insurance :
      (i) The Concept of Risk, Perils and Hazards- Classification of Risks
      (ii) Risk Assessment, Risk Transfer & Mitigation Methods
      (iii)The Concept of Insurance
      (iv) Principle of Probability and Law of Large Numbers
      (v) Pooling of Resources-Sharing of Risks
      (vi) Insurance as Security / Solidarity
    2. Basic Principles of Insurance :
      (i) Moral Hazard / Morale Hazard
      (ii) Adverse Selection
      (iii)Utmost Good Faith
      (iv) Insurable Interest : Material Facts
      (v) Proximate Cause
      (vi) Indemnity : Valued Policy
      (vii) Subrogation
      (viii) Contribution
      (ix) Legal Characteristics of Insurance Contract

    1. Types, Life & General Insurance (Motor, Health, Mediclaim, Travel) Products
    2. Policy Aggregators
    3. Role Plays

    1. Understanding customer needs
    2. Rapport building
    3. Lead engagement
    4. Role Plays

    1. Understanding Returns in investments
    2. Risk Profiling: Need to take risk, ability to take risk & willingness to take risk
    3. Financial Goals
    4. Financial Goal based investments
    5. Retirement Planning - Pension Plans, PPF, NPS, etc.
    6. Practise Exercises

    1. Basic Excel functionalities - Sum, Divide, Countif, Sumif, Average, Sort & Filter
    2. Advance Excel - Vlookup, Pivot, Data Validation

    1. Enhancing your professional image
    2. Difference between a mistake & a fraud
    3. Examples of Misspelling in BFSI
    4. Prevention of Money Laundering Act
    5. Banking Ombudsman Scheme & RBI complaint portal
    6. Insurance Ombudsman
    7. KYC & AML
    8. Disclosure norms in MF Industry
    9. Certifications in the BFSI by NISM, IRDAI & IIBF

    1. Game based Refresher- Banking Products
    2. Game based Refresher- Mutual Funds
    3. Game based Refresher- Insurance
    4. Game based Refresher- Financial Planning
    5. Clarification of Doubts
    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:
    Why choose this program?
    Perfect program for graduates looking to land a job in the BFSI sector
    You will make a dream entry into the world of Sales at India's leading company with a CTC of 3 LPA
    You will earn a PG Certificate in Banking and Financial Services (BFSI)
    Earn higher than the industry-standard salary
    In case you can't clear the interview, don't worry!
    We have a pool of 4000+ Hiring Partner Companies like Souled Store, 1441 Pizzeria, Motilal Oswal, etc, where you can get placed.
    Program Eligibility:
    Graduates & Final Year
    Pursuing Graduates
    Candidates with
    upto 30 yrs age
    0-3 yrs
    work experience
    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.

    Frequently Asked Questions

    The program duration is of 6 months.

    When you enrol for Expertrons PGCP BFSI, you will be receiving the following:

    • Domain and soft skills training

    • Upskilling through various capstones projects

    • Expert calls

    • Expert Referral reach outs

    • Mock interviews

    • Job portal access

    Fees paid by the Aspirant are non-refundable.

    Expertrons is one of the most reputed Skill-tech companies in India. We provide a best-in-class curriculum created by leading faculty and industry leaders through videos, cases and projects, assignments and live sessions. At the end of the program, you will have cutting-edge knowledge of the Banking and Financial Services (BFSI) industry to help you land your dream career with our hiring partners and across the BFSI industry.

    You become eligible to get into companies like Kotak Mahindra Bank, Union AMC, AU Small Fin Bank, Axis Bank, Motilal Oswal, etc. 

    No, Expertrons will only provide training for NISM V A certification. The fees for this program are excluded from the PGCP in BFSI program fee and are to be paid separately by the candidate on the NISM website.

    Interviews will happen post-training completion.

    Expected job designations are Relationship Officer, Relationship Manager, Executive, RL Operations, Assistant Manager, Video Banking Service Manager, and Bank Officer.

    The job location could be Pan India. So aspirants should be willing to relocate.

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