Certification Program in Banking and Finance - Operations & Sales

Kickstart your career in banking with the core functions that power the industry and gain the skills employers look for – from back-office efficiency to frontline customer engagement
Blended
220   Hours
Learn at the Academy

Course Highlights

Receive industry-recognized certification
Job-ready skills for BFSI careers
Average monthly salary between INR 14,000 - 20,000 for entry level jobs like operations associate
Career advancement opportunities in roles like relationship manager, and assistant branch manager
₹  1,000

About the Program

Capgemini, a global leader in consulting, technology services, and digital transformation, is committed to enabling inclusive growth and sustainable development through its Corporate Social Responsibility (CSR) initiatives. Headquartered in Paris and operating in over 50 countries, Capgemini helps organizations embrace the power of technology to meet their business goals, with a strong focus on innovation, sustainability, and social impact.

As part of its CSR mandate, Capgemini, along with Amazon Web Services (AWS), is transforming lives through its flagship skilling initiatives focused on preparing underserved youth for in-demand roles across three critical domains that are Tech, Semi-Tech, and BFSI by empowering communities through digital inclusion, education, and employability-focused programs

Capgemini is scaling its impact across India in collaboration with Anirban Rural Welfare Society (ARWS) - a grassroots NGO dedicated to community development. Established in 2000, ARWS is known for its people-centered approach, with a team of professionals including educators, doctors, social workers, and domain experts who guide marginalized youth toward education and economic independence through initiatives like SahiCareer and Capgemini Digital Academy.

Partnered with Capgemini and AWS, Edubridge has designed a comprehensive training program that goes beyond theoretical knowledge. It equips learners with a deep understanding of core banking and financial processes while developing essential skills in operations, customer engagement, communication, and digital literacy. This holistic approach ensures that learners gain the confidence and competence required to thrive in a professional environment.

The training center offers a dynamic learning environment with instructor-led sessions enriched by practical case studies and real-life scenarios. Learners actively participate in daily assessments, roleplays, and interactive workshops to reinforce their understanding. Guest lectures by industry experts provide valuable industry insights, while dedicated sessions on resume writing and mock interviews ensure learners are fully prepared for job placements.

This course will,

  • This program is specially crafted for graduates aiming to build careers in banking and financial services with a focus on customer-centricity, ethical practices, and sustainable growth
  • Covers retail and corporate banking, KYC & AML, digital banking, wealth management, trade finance, and investment banking
  • Structured testing at every stage: Entry-Level (ELAT), Mid-Level (MLAT), and Exit-Level (EXLAT)
  • Real-time role plays, mock interviews, and case studies to simulate actual job environments
  • Resume building, aptitude prep, and personalized interview coaching.

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

All the best!

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Certification Program in Banking and Finance - Operations & Sales course Minimum Eligibility

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Enrollment Benefits

expertinstruction
  • Prioritize consistent learning - Every session builds on the previous one
  • Actively participate in instructor-led sessions - Clarify doubts immediately. Asking questions is a sign of active learning
  • Focus on industry application - Connect concepts with real-world banking processes like account handling, KYC, sales communication, and service operations
  • Build your employability from the start - Begin working on your resume and LinkedIn profile early in the program
  • Track your progress and take ownership - Complete assessments and quizzes honestly as they are checkpoints to measure your learning

specialisations
  • Gain hands-on experience in essential back-office functions such as account opening, cheque processing, and loan application handling—crucial for operational roles in banks
  • Participate in live simulations that mirror real-world field sales situations, including customer objection handling. Engage in role-plays for KYC documentation and in-branch customer verification
  • Develop your understanding of creditworthiness assessment and related documentation—skills highly sought after in entry-level BFSI roles
  • Receive targeted guidance on professional client interaction standards, tailored for both field agents and in-branch banking associates
  • Step into the shoes of a junior banking analyst through mock exercises that simulate real-time decision-making, offering valuable hands-on learning experience

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  • Banking services – Customer Service Executive, Bank Teller/ Cashier, Corporate Banking Associate
  • Banking services – KYC Compliance Officer, Branch Operations Manager, Loan Processing Officer
  • Financial services - Financial Risk Consultant, Financial Advisor, Credit Analyst, Treasury Analyst, Branch Relations Manager
  • Fintech & digital banking – Relationship Executives, Risk Management Consultant
  • Fintech & digital banking – Fintech Product Manager, Payment Solutions Analyst
  • Investment banking & wealth management – Investment Operations Associate, Investment Banking Associate, Investment Banking Analyst, Portfolio Manager
  • Government & regulatory bodies (RBI, SEBI, IRDA, etc.) – Regulatory Compliance Officer, Monetary Policy Analyst, Financial Examiner.

Uncover the top skills taught in our comprehensive course

01
Financial literacy
02
Manage customer relationship
03
Digital banking proficiency
04
Communications skills
05
Negotiation skills
06
Problem-solving ability
07
Time Management skills
08
Organizational skills
09
Analytical skills
10
Attention to detail

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

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The online live classes are of 3 hours. However, there are no mandatory daily timelines for the learn-by-yourself modules. You can dedicate as many hours as possible to those sections.

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There is a lot of demand for individuals with this skill set in the job market. Instead of hiring separate Front-end and Back-end Developers, companies are finding it easier and economical to hire Full Stack Developers. Google, Facebook, IBM, HP, Oracle, and Accenture are the top companies that require Java Full Stack Developers.

You get 90 days to complete any self-learning Course.

Please inform your trainer and send an email to wecare@edubridgeindia.com. Once you have enrolled, we do not have the option to undo your enrollment. We follow a No Refund - No Transfer Policy - No Exchange Policy.

We constantly aim for the prosperity of each and every learner. This especially differentiates us from the rest of our competitors. We don’t believe in just making money through learning, rather we love to share it and create a better life chance for our learners. We go to great steps to ensure the completeness of your learning resources. For example, investment banking training includes case studies and projects that would be real and relevant.

Participants may have access to online materials, industry experts, and a support system to help them navigate the coursework and projects.