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Banking & Finance Professional

Customer Service Officer- Banking and Finance has following sections 1)Soft Skills, 2)Selling Skills, 3) Sales Process- 6 steps, 4) Domain Knowledge , 5) Customer Service, 6) Account opening, 8) Know your Customer, 9) Common banking laws and Queries, 10) Digital Banking 11) Data Management, 12) Resume building, 13) Interview preperation, 14) Impactful English

1. Soft Skills

It has 5 chapters:

1) Time Management

2) Basics of Communication Skills Part-1

3) Basics of Communication Skills Part-2

4) Basics of Professionalism part-1

5) Basics of professionalism part-2.

3. Selling Skills

Selling Skills- 7 chapters

1) Prepare yourself

2) Product Knowledge

3) Prospecting part-1

4) Prospecting part-2

5) Pitching

6) Closing the sales

7) After Sales service

4. Sales Process- 6 steps

These courses give you practical knowledge and step by step guidance about Sales and Selling, while making you ready to face the customer. All the course videos are in Hindi and English.

5. Customer Service

It has 3 chapters

1) Meaning of Customer Service

2) Giving great Customer Service

3) Skills required for Customer Service

These courses prepare and guide you in details about the process of Customer Serivce and help you become an expert by learning and practice. All the course videos are in Hindi and English.

6. KYC, Account Opening, Common Banking Laws and Queries etc.

These are the modules to help you understand the operational part of the basic trnsactions to be done with the customer while taking care of their questions. Don't miss out on them!

7. Data Management

Data Management- 6 chapters

1) Introdcution

2) Formatting

3) Mathematical Formulae

4) Find, Select and Remove

5) Pivot Table

6) Hour, Date and Month

These courses give you practical knowledge on how to work in Excel as required in the entry level jobs. It will help you in managing data bases, making reports, filing etc.

8. Build your Resume/ Prepare for an Interview/ Impactful English

These courses has videos and sample exercises which will help you crack the process.

These courses provide practical knowledge, tips and steps on how to make an impact and get the job you want

The Mandatory Requirements

1) It is mandatory to attempt and finish the Assessment attached to evey chapter

2) The certification happens only after you have done both the parts of the program successfully

    i) Learning

    ii) On the Job training

Basic requirements to start this course are;

1) You should be 18 years+

2) Should understand and read English

3) Fluent english speaking is not required

4) You should be studying in an undergraduate or postgraduate program

Banking and Finance Professional

For Certification

Certification will only happen after the below mentioned are completed

1) Passing the Assessment on Skill program taken

2) Tasks given during the program to be done and submitted

3) 90% attendance in the classroom workshops

7) Please read the Terms and Conditions carefully. It’s avaialble on the App and the website (

  1. Course Number

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