Post graduation certification in Banking and Finance | Expertrons

India’s Leading PG Certification Program in Banking & Financial Services (BFSI)

India’s Leading PG Certification Program in Banking & Financial Services (BFSI)
100% Placement Assured Program for a successful career in BFSI
• Master domain skills in Banking & Financial Services (BFSI)
• Earn a PG Certification in Banking & Financial Services (BFSI)
• Land your dream job (Avg. Salary: 3 LPA)
Price:   ₹78,000   ₹60,000+10% CTC
• Master domain skills in Banking
    & Financial Services (BFSI)
• Earn a PG Certification in Banking
   & Financial Services (BFSI)
• Land your dream job (Avg. Salary: 3 LPA)
Make a dream entry in India's Top Financial Companies
Group 116342
Group 116335
Group 116340
Group 116329
Group 116323
Download Brochure
Brochure + Detailed Curriculum
Make a dream entry in India's Top Financial Companies
Group 116342
Group 116335
Group 116340
Group 116329
Group 116323
Download Brochure
Brochure + Detailed Curriculum
Download for detailed curriculum
Limited (15) Seats only!
 Book your seat now






*T&C Apply
Program Duration:

6 months

Eligibility:

Graduates & Final Year
Pursuing Graduates

CTC:

Avg. 3 LPA

Program Duration:
6 months
Eligibility:
Graduates & Final Year
Pursuing Graduates
CTC:
Avg. 3 LPA
Here's your Enrollment Process
Start your paycheck journey with an Avg. Salary of 3 LPA at India's Leading Companies
Take your
Assessment Test
Complete your
Enrollment
Begin your
Training
Interview Lineups at Top Companies
Take your Assessment Test
Complete your Enrollment
Begin your Training
Interview Lineups at Top 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 & Financial Services (BFSI).
Union
Motilal
Kotak
What will I learn in this program?

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

  1. 1. Financial Systems Defined
  2. 2. Understanding Equity and Debt Capital Markets in India
  3. 3. Primary Markets, Secondary Markets- (NSE & BSE)
  4. 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. 5. MCQ Based Quiz

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

  1. 1. Secured Loans & Unsecured Loans
  2. 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. 3. Quiz

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

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

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

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

  1. 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
    (vii)Quiz
  2. 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
    (x)Quiz

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

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

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

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

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

  1. 1. Game based Refresher- Banking Products
  2. 2. Game based Refresher- Mutual Funds
  3. 3. Game based Refresher- Insurance
  4. 4. Game based Refresher- Financial Planning
  5. 5. Clarification of Doubts
See Detailed Curriculum
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 & Financial Services (BFSI)
Earn higher than the industry-standard salary
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 & Financial Services (BFSI)
Earn higher than the industry-standard salary
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.
Group 116431
Group 116410
Group 116409 (1)
Group 116429
Group 116428
Group 116432
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FAQs
What is the duration of the program?

The program duration is of 6 months.

What does the program offer?

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

What is the refund policy for this program?

Fees paid by the Aspirant are non-refundable.

Is the Expertrons Post Graduate Certification in Banking and Financial Services (BFSI) valuable in the job market?

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.

Will Expertrons provide a NISM certificate?

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.

When will the interviews happen?

Interviews will happen post-training completion.

What will be the Job Designation?

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

What will be the location of the Job?

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

FAQs
What is the duration of the program?

The program duration is of 6 months.

What does the program offer?

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

• Domain and soft skills training

• Upskilling through various capstones projects

• Expert calls

• Expert Referral reach outs

• Mock interviews

• Job portal access

What is the refund policy for
this program?

Fees paid by the Aspirant are non-refundable.

Is the Expertrons Post Graduate
Certification in Banking and
Financial Services (BFSI)
valuable in the job market?

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.

Will Expertrons provide a NISM
certificate?

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.

What will be the Job Designation?

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

What will be the location of the Job?

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

Application Deadline: 6th June, 2023
Last date to apply: 7th June, 2023
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