Banking Financial Services and Insurance

( For Any Graduates )

Get the Best Training in Advanced Level Classes.
Learn and Practice BFSI Concepts in the Industry.
Preparation Techniques in BFSI Best Practices for Interviews.
Student Portal, Study Materials, and Top Interview Questions of MNC Lifetime Access.
Professional Trainers Describe the Best Course Curriculum.

Banking Financial Services and Insurance

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Why you should enroll our Banking Financial Services and Insurance Training program?

Industry recognized certified BFSI Training.

Get trained by real time indutry experts with 10+years of experience.

Very cost effective and 100% job assistance provided.

Learning Path

Module 1: Introduction to BFSI

Overview of the Banking, Financial Services, and Insurance (BFSI) sector
Role of BFSI in the Indian and global economy
Opportunities and growth areas in BFSI
Core functions of banks, financial institutions, and insurer

Module 2: Career Pathways in BFSI

BFSI job roles: Clerk, Probationary Officer, Manager, Specialist Officer
Responsibilities and skill requirements for each role
Growth opportunities and promotion paths
Sales, credit, operations, and customer service roles
Career planning strategies

Module 3: Regulatory Bodies in BFSI

Understanding regulatory authorities:
RBI (Reserve Bank of India)
SEBI (Securities and Exchange Board of India)
IRDAI (Insurance Regulatory and Development Authority of India)
Roles in governance, compliance, and financial stability
Consumer protection and licen
sing

Module 4: Know Your Customer (KYC) & AML

KYC process and documentation
Prevention of money laundering and fraud
Customer verification: Identity, address, and financial background
Regulatory compliance and transparency requirements

Module 5: Banking Operations and Products

Types of Banks: Commercial, Cooperative, Regional Rural, Development (EXIM, SIDBI)
Types of Accounts: Savings, Current, FD, RD – Features, benefits, and processes
Banking Products and Interest Rates
Loans and Advances: Personal, home, education, business – Eligibility, EMIs, documentation
FDs and RDs: Features, interest, comparison with savings
Credit Cards: Usage, billing, interest, risks, eligibility
Negotiable Instruments: Cheques, promissory notes, bills of exchange
Credit Creation Process & Reserve Ratio
Credit Ratings & Customer Qualification
Liability in Banking: Deposits, borrowings, balance sheet impact
Non-Performing Assets (NPA): Definition, classification, RBI norms, recovery
Core Banking Solutions (CBS) and Functions
CRM Tools in Banking
Sales Frameworks: AIDA, SPIN
, BANT, FAB

Module 6: Financial Services Beyond Banking

Non-banking financial services
Chit Funds: Features, regulation, and use in small-scale financing
Wealth Management and Financial Advisory
Mutual Funds: Types (equity, debt, hybrid), NAV, SIP, tax implications
Treasury Management
Portfolio Management and Asset Allocation
Mergers and Acquisitions
Asset Management Firms (AMCs)
Risk Management: Credit, market, operational, liquidity
Venture Capital
Equity and Debt Instruments
Stock Market Overview: NSE, BSE, trading mechanisms, IPOs
Forex Market
NISM V-A Certification Guidance
Systematic Plans: SIP, SWP, STP
Tax Deductions and Planning
Corporate Finance Fundamentals

Module 7: Insurance and Risk Management

Importance and need for insurance
Types of Insurance:
- Life Insurance, Term Insurance
- Health, Motor, Travel Insurance
- Fidelity, Reinsurance, Double Insurance
Claim settlement process
Customer and risk management in insurance
Types of risks: Financial, legal, operational
Life & Non-life insurance firms in India (e.g., LIC, New India Assurance)

Module 8: Technology in BFSI

Payment Gateways & Online Transactions
Credit Approval Systems
Lead Generation Tools
Quick Loan Approvals
Debt Collection Technology
Blockchain Applications in BFSI
Cryptocurrency Basics
Cybersecurity Measures
Customer Authentication Techniques: OTP, biometrics, passwords

Module 9: AI-assisted Sales Training

AI-based skill assessment
Customer acquisition training techniques
Upselling and cross-selling methods
Industry-specific sales role-plays using AI bot “SARA”
Judgment building for sales conversions

Module 10: AI-assisted Interview Preparation

Mock interviews using AI simulation
Role-specific interview preparation
Performance scoring and feedback using AI

Module 11: Practical Assignments & Case Studies

15-Day Activities:

Analyze 10 credit card users: Needs, repayment, fines, tax benefits
Analyze 10 FD/RD investors: Returns, risks, tax-saving methods
Analyze 10 stock/bond investors: Actual vs expected returns
Analyze 10 mutual fund investors: Returns, patterns, tax implications
Compare 10 insurance claimants vs non-claimants: Benefits vs mindset

30-Day Activities:

Study 10 individuals using credit products + stock market: Risk-return balance
Analyze 10 diversified investors: Asset allocation and risk appetite
Evaluate 10 digital BFSI users: Platforms, safety, convenience
Study 10 demat account users: Usage, challenges, costs
Study 10 international banking users: Forex cards, NRI accounts, benefits
Evaluate 10 gold investors: Safety, returns, tax, methods of investing

Frequently Asked Questions

What is the BFSI (Banking Financial Services and Insurance) Course ?

A BFSI course is a professional training program designed to provide individuals with the knowledge and skills required to work in this sector. It prepares students for jobs in:

Banking (Retail, Corporate, Investment)
Insurance (Life, General, Health)
Financial Services (Stock Market, Mutual Funds, Wealth Management, NBFCs, etc.)

What are the key topics covered in this course?

Module 1: Introduction to BFSI
Module 2: Career Pathways in BFSI
Module 3: Regulatory Bodies in BFSI
Module 4: Know Your Customer (KYC) & AML
Module 5: Banking Operations and Products
Module 6: Financial Services Beyond Banking
Module 7: Insurance and Risk Management
Module 8: Technology in BFSI
Module 9: AI-assisted Sales Training
Module 10: AI-assisted Interview Preparation, etc………

Is this course certified?

Yes, upon successful completion, participants receive a Banking Financial Services and Insurance Course Certificate from SGD Professional IT Solutions, which is recognized by the AICTE industry.

What are the prerequisites to join this course?

There are no strict prerequisites, but basic knowledge of Commerce and business concepts will be helpful. No prior experience in finance or accounting is required.

What career opportunities are available after completing this course?

Top Career Opportunities After BFSI Course

🏦 1. Banking Sector

Bank Clerk / Officer / Probationary Officer (PO)
Relationship Manager (Retail / Corporate)
Loan Officer / Credit Analyst
Branch Operations Executive
Treasury Assistant
Customer Service Executive

Employers: HDFC Bank, ICICI Bank, SBI, Axis Bank, Kotak, RBL, IDFC, Bank of Baroda, etc.

📊 2. Financial Services

Financial Analyst / Associate
Equity / Investment Advisor
Mutual Fund Executive
Portfolio Manager (Entry-level)
NBFC Sales & Operations Executive
Fintech Executive (Payment Solutions, Lending, etc.)

Employers: Bajaj Finserv, HDB Financial Services, Paytm, Zerodha, Groww, Muthoot Finance, Mahindra Finance

🛡️ 3. Insurance Sector

Insurance Sales Advisor / Executive
Underwriter / Claims Executive
Policy Servicing Officer
Insurance Operations Executive
Actuarial Assistant (with further training)

Employers: LIC, ICICI Prudential, HDFC Life, SBI Life, New India Assurance, Star Health, etc.

💼 4. Accounting and Taxation Roles

Accounts Executive
GST Assistant / Consultant
TDS & Compliance Executive
Billing / Back-office Accountant

Employers: CA Firms, SMEs, Corporates, BFSI BPOs

📈 5. Stock Market & Investment Roles

Stock Market Dealer
Trading Executive (Equity, F&O, Commodities)
Client Relationship Executive for Demat Services
NISM/NSE Certified Investment Executive

Employers: Angel One, Motilal Oswal, ICICI Securities, HDFC Securities, Zerodha, Sharekhan

🧑‍💼 6. Other Opportunities

Financial Product Sales (Credit Cards, Loans, Insurance, etc.)
Customer Support Executive – BFSI Process (BPO/KPO)
Data Entry / MIS Executive (Financial Data)
Wealth Management Trainee

6. Will I get placement assistance after the course?

Yes, SGD Professional IT Solutions provides 100% Guarantee Placement Support, including resume-building assistance, interview preparation, and job referrals with partner companies.

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SGD Professional Training Features

Get Trained By Real Time Industry Experts

The Participants will get an opportunity to get trained from real time industry experts in specific domains having more than 10 yrs of experience.

24/7 Access to our e-learning platform

The participants will get 24/7 access to our creative and vast extensively designed study materials and videos along with countless no.of information regarding career opportunities as per the industry standards

24/7 Technical support for participants

SGD Professional IT Solutions is committed to provide 24/7 quality technical support services to all our participants with no compromise.

Lifetime free 100% job assistance and on job support

Our dedicated HR consultants work 24/7 to maintain healthy relationship with various top job portal companies and job consulting services to place our participants in more than 500+ startup companies and MNC’s.

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