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IBFSA

IBF Skills Academy

Begin your Banking Career


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IBFSA


Curriculum


Course Content


A : Introduction to Banking

  • Role of Banks, Important principles of Bank.
  • Banking a business of trust. Products of Bank
  • RBI & Banking Regulations.


B : Liability Products

  • Current Accounts- Introduction to Current Account, CA variants
  • Saving Accounts, Benefits and features, Variants of Saving accounts.
  • Importance of bank Deposits for economy and banks, Major Liability products

C : Asset Products
  • Secured Assets-Home loan, Auto loan, Jewel loan, case studies
  • Unsecured Assets- Credit cards, Personal Loan & Education Loan


D : Banking Sales & Relationship Management

  • Banking Sales - Acquisitions, Prospecting, Customer Profiling
  • Selling & Negotiation Skills - Lead Generation, Cross Selling & Up-Selling
  • Documentation requirement in case of Pvt Ltd, Partnership firms and LLP
  • Lead Generation
  • Sales Funnel
  • Market Scoping and importance of Area Mapping
  • Cold calling and appointment Fixing Scripts
  • Importance of OSV
  • Field Verification
  • FTR Concepts in sales
  • Relationship Management
  • Customer Service, Customer Service Skills & Complaint Handling
  • Fraud and Forgery
  • Money Laundering & Anti Money Laundering
E : Audit and Compliance
  • Regulatory compliance & Audit, Banking Ombudsman Scheme, Benefits of RBIO scheme
  • Banking Code of conduct, RBI clean note policy, Security features of currency notes
  • KYC Guidelines for SB A/C ,Adherence to Process. AML frame work.
  • Why KYC? Re KYC. EDD Key indicators for suspicious activities.
  • Money laundering, Suspicious Transactions, Key Indicators, EDD
  • Customer due diligence Case studies Sourcing due diligence

F : Digital Banking and Fintech
  • Soft Skills & Personality Development
  • Digital banking trends and innovations .
  • Role of fintech in retail banking.
  • Mobile banking and payment system.

G : Professional Excellence
  • Business Etiquettes, E-maiI Writing, Handling Inbound & Outbound Calls
  • Group Discussions
  • Role Plays
  • Resume Writing
  • Mock Interview
    Ibfsa

    Important Links

    Contact Details

    +91 9970114143, 18008904626
    info@ibfsaedu.com
    3rd Floor, Rainbow Square, Nr. Mahajan Furniture, Indira Shankar Nagri, Paud Road, Kothrud, Pune-411038.
    903-905, Aaryan Workspace-2, Near Vasundhara BRTS Stop, Gulbai Tekra, Ambawadi, Ahmedabad-380006
    2nd Floor, Jyotirmaya, Nr. HDFC Bank, Rajarampuri 13 Lane, E - Ward, Kolhapur-416008.
    22, MADHAV BUNGLOWS-2, NR. MAITRI SOC., MOTERA ROAD, SABARMATI, Sabarmati, SABARMATI POLICE STATION, Ahmadabad City, Ahmedabad- 380005, Gujarat, India
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