EduBridge

Certification Program in Banking & Finance - Operations & Sales

Empower your knowledge and gain a deep understanding of Microfinance to become a professional Microfinance Executive.
Blended
200   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 learn the concepts of general banking including deposits and different types of loans
  • Enable you to classify the different types of microfinance models
  • Enable you to identify the advantages/disadvantages of each Microfinance model.
  • Make you aware about various types of Risk and the roles of different internal functions in mitigating these risks
  • Enable you to evaluate microfinance trends and types of borrowers to ensure in scaling up the business

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
Recent graduates provided they are interested in & open to job roles in field sales & BD profiles
Age to be less than 28 years
Candidate should have scored atleast 50% in their graduation
Learners should not have more than one year of gap between their 10th & Graduation
Age should be between 18-28 years
Documents required
Certificate of Completion (for highest relevant education qualification)
Address Proof
Learners household income should be less than 4 lakh for learners from Mumbai, Delhi, Bengaluru & Chennai (either learner or family is residing in one of the locations).
Learners household income should be less than 3 lakh for learners from other locations.
Infrastructure Requirements
Desktop/Laptop (Mobile phones are not allowed)
Internet connectivity/speed with 4 MBPS and above
Webcam is compulsory

Expert Instruction

Training by Experts and constant support through out the program.
100+ hours of Master Trainer lead and 40+ hours of self-study learning videos could turbocharge your career prospects like never before.
Mock online Assessments at frequent intervals during the ongoing training
Highly interactive training modules with assignments and activities

Specialization

Main focus on the job roles & responsibilities of a Financial Inclusion Officer
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

Job Opportunities Available For You

Job placement assurance /opportunity
Careers: Microfinance Expert, Relationship Manager, Clerk, Sales Officer, MFI Officer - Microfinance Sales, Field Officer, Field Welfare Officer Operations

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

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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

The deadline is pre-set for 3 days from the time of notification. You need to complete your Assessments within 3 days failing which it will become inactive.

Select the course >> Click on Enroll Now >> Click on Proceed to pay >> Choose the Mode of payment

Please inform your Trainer immediately and get the issue resolved. Else, please feel free to raise a ticket using the Help Desk.

Please inform your Trainer immediately and get the issue resolved. Else, please feel free to raise a Ticket using the Help Desk.

This issue could be due to several reasons. Try the below options : - Check the format of your document: Should be PDF/PPT/Doc/JPG and nothing else - Check the file size: Should not exceed 5MB - Refresh the page - Clear the Cache and Cookies from the web browser (to know the steps for clear cache and cookies, check the troubleshoot FAQs)

We do not provide recorded sessions for any class since our key differentiator is the experience that you get with our Master Trainer. However, you will be able to get access to several content related videos subscribing to our YouTube Channel “Learn Online with EduBridge".

You can raise a Ticket from the Login Page by clicking on the “Help” option.