EduBridge

Certification Program in Banking Financial Services & Insurance

Empowering Futures: Mastering Banking, Financial Services & Insurance
Blended
176   Hours
Learn at the Academy
Free

About the Program

This course turns curious learners into job-ready banking pros. You’ll learn how frontline sales, branch operations, and risk/compliance fit together—then practice the exact workflows banks expect on day one.

 

Here’s what you’ll get:

  • Core foundations: Banking basics across deposits, payments, accounts, loans, and third-party products; how retail, corporate, and digital banking connect.
  • Hands-on operations: Account opening end-to-end (KYC/CIP), service requests, cash/cheque handling, reconciliations, and error-free documentation.
  • Sales that Serve: Prospecting, needs-based pitching, objection handling, cross-sell/upsell ethics, and portfolio hygiene (dormant/reactivation, NPS, retention).
  • Trade & Business Banking Exposure: The essentials—LCs, bills, working capital terms, and how branches support MSMEs and corporates.
  • Digital Banking Workflows: UPI/IMPS/NEFT/RTGS journeys, mobile and internet banking support, and resolving customer pain points fast.

 

This course will,

  • Help you gain in-depth knowledge and expertise in the Banking, Financial Services, and Insurance (BFSI) domain through comprehensive modules
  • Enhance your personal and professional growth with dedicated modules focused on essential life
  • Prepare you for the professional world with practical workshops and simulations designed to sharpen your skills
  • Master the art of salesmanship with specialized training modules tailored specifically for the BFSI sector

We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.

All the best!

Course Highlights

54% started a new career after completing these courses
13% got a pay increase or promotion
Digital certificate of completion
Placement Assistance with EduBridge's Job Portal

Eligibility Criteria

Understanding a product's capabilities requires a comprehensive assessment of its features, functionality, flexibility & integration.

Education Criteria
Learners must be graduate from any stream.
Learners must have a good understanding of English language for effective learning and best outcomes
Learners must be between 18-30 years of age.
Documents required
Documents supporting candidate's claims of having a family income of LESS than INR 3.2 lakh per annum
Infrastructure Requirements
Desktop/Laptop
Internet connectivity/speed with 4 MBPS and above
Webcam is compulsory

Expert Instruction

expert
Training by Experts and constant support through out the program.
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Highly interactive training modules with assignments and activities

Specialization

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Effective use of professional tools & models
A good blend of various activities such as roleplays, case studies etc to gain more in - depth knowledge of Banking and it's functions

Specialization

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Data Analytics

  • Data Analytics and Modelling
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Data Analytics

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Data Analytics

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Data Analytics

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Data Analytics

  • Data Analytics and Modelling
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Industry Recognized Certificate

EduBridge’s programs are designed to offer learners a pathway to placements and its certificate is an official credential for the learners.

On satisfying the attendance criteria requisite and by successfully clearing the assessments with a 50% score and above, learners will be awarded a Certificate of Achievement.

Learners who are unable to clear all the assessments and have scored less than 50% but fulfilled the attendance criteria will be awarded a Certificate of Completion.

certificate

Multimedia Hub: Explore, Learn, Succeed

"Every picture tells a story, and every gallery holds a universe of moments"

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We are so proud of our learners who work in some
of the top companies in India.

Capgemini
Accenture
TCS
Hindustan Unilever
HDFC
PWE
Infosys
Google
Microsoft
ICICI Bank

Frequently Asked Questions

Assessments are visible to you in the 'My Courses' section. Your Trainer will activate this post completion of the sessions. Once the Assessments are activated, you will get a notification on your 'My Calendar' option about the same.

As per EduBridge’s policy, only one attempt will be given to learners.

Elite Learner's Club is a loyalty program for our learners that will offer continuous learning through our various services. Click here for more information: https://www.edubridgeindia.com/refer-and-earn