Certification Program in Banking and Finance - Operations and Sales

Jumpstart your banking career by mastering the core functions that drive the industry - from seamless back-office operations to impactful customer interactions
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

SAP (Systems, Applications, and Products) is a renowned German multinational software company, best known for its ERP solutions and business applications that support organizations worldwide

As part of its CSR mandate, Capgemini along with SAP 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

In collaboration with Anirban Rural Welfare Society (ARWS) - a grassroots NGO dedicated to community development, Capgemini is scaling its impact across India. 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 Digital Academy and School of Coding

Partnered with Capgemini and SAP, 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 and Sales course Minimum Eligibility

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Syllabus

This module introduces learners to the EduBridge For Employment program, a CSR initiative by Capgemini, SAP, ARWS, and EduBridge. It covers the training process, support teams, certification, and placement help. Learners will also learn how to connect with industry experts and share their success stories.

Study Content
Slideshow: Getting Started Slideshow: Certification Program in Banking and Finance - Operations and Sales

The Indian banking industry has recently witnessed the roll-out of innovative banking models like payments and small finance banks. RBI’s new measures may go a long way in helping the restructuring of the domestic banking industry. This module will aim at helping you to understand the Financial Intermediaries and Structure of the Indian Banking System.

Study Content
Slideshow: Getting Started Slideshow: Structure of Indian Banking and Types of Banks
PDF: Structure of Indian Banking and Types of Banks

This module aims at learning about the meaning of NBFC and types of different NBFCs available in Indian Financial Market. It will also describe difference between NBFC and Bank and different serviced offered by NBFCs.

Study Content
Slideshow: Getting Started Slideshow: Overview of NBFCs

This module will equip you with the knowledge and analytical skills needed to understand and evaluate central bank policies and their impacts on the financial world.

Study Content
Slideshow: Getting Started Slideshow: Monetary Policy
PDF: Monetary Policy

Skill India Digital Hub is specially designed and developed to skill, reskill and upskill Indian individuals through an online training platform, API-based trusted skill credentials, payment and discovery layers for jobs and entrepreneurial opportunities. The improved version of the platform has Udyam, e-Shram, NCS and ASEEM portals interlinked for G2C, B2C and B2B services. It will act as a bridge between the employees and employers and allow educational institutes to create/modify curricula as per industry demands.

Study Content
Slideshow: Getting Started Slideshow: Skill India Digital Hub

In this module, we will explore the different types of deposit products that banks offer to help you save and manage your money. We will also cover a range of financial services designed to meet various personal and business needs. By the end of this module, you will have a solid understanding of these products and services, enabling you to choose the best options for your financial goals.

Study Content
Slideshow: Getting Started Slideshow: Various Deposit Schemes and other Services
PDF: Various Deposit Schemes and other Services

This module is designed to provide you with comprehensive knowledge about the various banking services and products available to customers. Additionally, it will cover the processes involved in opening and closing bank accounts.

Study Content
Slideshow: Getting Started Slideshow: Banking Products and Services
PDF: Banking Products and Services

Led by industry expert Sujaya Deb, this session delved into the multifaceted world of banking, shedding light on various banking segments including Personal Banking, Wholesale Banking, Investment Banking, and NRI Banking. Participants gained valuable insights into the responsibilities associated with these roles, gleaned from real experiences shared by our seasoned experts.

Study Content
Slideshow: Getting Started Slideshow: Mastering Banking Products and KYC

This module is designed to provide you with a comprehensive understanding of financial inclusion, its importance, and the various strategies and policies that promote it. By the end of this module, you will have a deeper appreciation of how financial inclusion can drive economic growth and reduce poverty.

Study Content
Slideshow: Getting Started Slideshow: Understanding Financial Inclusion
PDF: Understanding Financial Inclusion

Reserve Bank of India (RBI) introduced a regulation in 2006 allowing banks to provide service at people’s doorstep through the use of third party services. This model is referred to as “Business Correspondents/Banking correspondents” in short BC’s. This module will aim at helping you to know the role of Banking correspondent/ Facilitator and they should know to handle the customers of the Bank.

Study Content
Slideshow: Getting Started Slideshow: Business Correspondent and Business Facilitator
PDF: Business Correspondent and Business Facilitator

In this module, learner will gain knowledge on What is a Bank Account, Documents for Current Account for Business, Snapshot of Banking related Documents,4 Key Elements of KYC by the Banks etc.,

Study Content
Slideshow: Getting Started Slideshow: Account Opening, on-Boarding Process, KYC Mechanism and Operations
PDF: Account Opening, on-Boarding Process, KYC Mechanism and Operations

This module is designed to equip you with the knowledge and skills needed to navigate the ever-evolving landscape of KYC regulations and best practices. Explore how they work together to prevent money laundering, terrorist financing, and other financial crimes.

Study Content
Slideshow: Getting Started Slideshow: Anti Money Laundering (AML) & Due Diligence

In this session, the trainers will help the learners to create their resumes and optimize their LinkedIn profiles.

Study Content
Slideshow: Getting Started Slideshow: Interview Preparation with Resume Creation

This course is designed to provide you with a comprehensive understanding of the fundamental concepts and practices involved in the lending process. Whether you are a new entrant to the financial services industry or looking to enhance your knowledge, this module will equip you with the essential principles, strategies, and risk management techniques used in lending.

Study Content
Slideshow: Getting Started Slideshow: Principles of Lending
PDF: Principles of Lending

In this module, learner will gain knowledge on What is Risk, Risk Management, Process of Risk Management, Types of Bank Risks, Fraud Strategies etc.,

Study Content
Slideshow: Getting Started Slideshow: Risk and Fraud Management
PDF: Risk and Fraud Management

This module aims at familiarizing you with different types of customer segmentation on credit decision basis.

Study Content
Slideshow: Getting Started Slideshow: Customer Segmentation and Management
PDF: Customer Segmentation and Management

In this module, learner will gain knowledge on Meaning of Grievance, What is Grievance in Banks, Principles of modern policy in grievance redressal, Customer Complaint, Present Grievance Redressal Mechanism in Banks etc.

Study Content
Slideshow: Getting Started Slideshow: Grievance Redressal Mechanism in Banks and Banking Ombudsman Scheme
PDF: Grievance Redressal Mechanism in Banks and Banking Ombudsman Scheme

Sales and customer service, though the two are very closely related there is a great difference between the two. A better customer service can always lead to a new requirement and long term relationship. This module will aim at understanding techniques of selling and customer service, which will be useful in banking while handling your customers as BC/ BF.

Study Content
Slideshow: Getting Started Slideshow: Sales Through Service
PDF: Sales Through Service

Personality Development means enhancing and grooming one’s outer and inner self to bring about a positive change to your life. Each individual has a distinct personality that can be developed, polished and refined. This module will aim at enhancing your personality to suit the requirement of the corporate sectors.

Study Content
Slideshow: Getting Started Slideshow: Introduction to Personality
PDF: Module- Introduction to Personality
PDF: Personality Development Activity Book

Appropriate grooming and hygiene is an important part of your image. In a professional atmosphere, the awareness of proper grooming and hygiene standards among employees is of utmost importance. This module will aim at making you understand the need and types of grooming for male and female in corporate sectors.

Study Content
Slideshow: Getting Started Slideshow: Grooming and Personal Hygiene
PDF: Grooming and Personal Hygiene

Body language comprises of the gestures and movements we make of the different parts of our body when communicating with people. Many a times, body language speaks more than words. This module will make you realize the importance of body language and ways to improve body language.

Study Content
Slideshow: Getting Started Slideshow: Body Language
PDF: Module - Body Language

Good business etiquette is a valuable skill-set that will make you stand out from others, enhance your chances at success and help you land that dream job. This module will explain the importance of etiquettes for better growth prospects.

Study Content
Slideshow: Getting Started Slideshow: Know about Etiquettes
PDF: Module - Know about Etiquettes

Self-confidence is extremely important in almost every aspect of our lives, yet many people struggle. Sadly, people who lack self-confidence can find it difficult to become successful. This module will focus on ten keys of confidence building, which will help you to become a confident speaker.

Study Content
Slideshow: Getting Started Slideshow: Confidence Building
PDF: Confidence Building

The Six Pillars of Character is a framework for good character. It has six ethical values (characteristics) everyone can agree upon: Trustworthiness; Respect; Responsibility; Fairness; Caring; and Citizenship. This module will make you understand the six pillars of character which is important at workplace.

Study Content
Slideshow: Getting Started Slideshow: Six Pillars of Character
PDF: Module - Six Pillars of Character

Teamwork is often a crucial part of a business, as it is often necessary for colleagues to work well together, trying their best in any circumstance. This module will develop the understanding of team building.

Study Content
Slideshow: Getting Started Slideshow: Team Work makes the Dream work!
PDF: Module - Team work
PDF: Module - Presentataion Skills
PDF: Module - Winning Personality

Critical thinking is one of the most important skills anyone can learn. This module helps you to analyze an argument, and decide whether it is likely to be correct or not.

Study Content
Slideshow: Getting Started Slideshow: Boost your critical thinking - An Introduction

Many people are taken advantage of because of their lack of critical thinking, logic and deductive reasoning. So this module will also assist you on how to spot cognitive biases and faulty logic in arguments.

Study Content
Slideshow: Getting Started Slideshow: Know your Brain

This module helps you to understand design, out-of-the-box thinking and your workplace strengths. You will be introduced to a variety of creative problem-solving techniques and approaches to use as ‘tools’ for re-interpreting problems, finding solutions and generating ideas.

Study Content
Slideshow: Getting Started Slideshow: Creative and Critical thinking

In this module, learner will gain knowledge on What is a Bank Interest, Fixed rate of interest, Equated Monthly Installment (EMI), Factors affecting EMI, Marginal Cost of Funds Based Lending Rate (MCLR) etc.

Study Content
Slideshow: Getting Started Slideshow: Finance & Operations
PDF: Finance & Operations

This module will aim at helping you to understand the IT/ ITES industry and its growth in India. It will also explain how BPO/ BPM is connected to IT/ITES industry to serve the growing customers of technology.

Study Content
Slideshow: Getting Started Slideshow: Overview of IT/ ITES Industry
PDF: Overview of IT/ ITES Industry

Are you looking to optimize your LinkedIn profile for professional success? Look no further than this masterclass from Dhairya Gangwani, Founder of Dhairya Decodes. In this informative and engaging session, Dhairya will guide you through the steps to create a LinkedIn profile that stands out to recruiters, hiring managers, and potential clients.

Study Content
Slideshow: Getting Started Slideshow: Masterclass - LinkedIn Profile Optimization

This module will help in understanding the services offered by BPO as BPO firms provides an extensive range of back office and front office services to various industries like Retail or e-Retail, Insurance, Mortgage, Banking, Healthcare, Telecommunications, Technology, Travel and Hospitality.

Study Content
Slideshow: Getting Started Slideshow: Services offered by Voice & Non Voice BPO
PDF: Services offered by Voice & Non Voice BPO

This module will cover the topics on the roles and responsibilities in BPO in each vertical. This will give more clarity on the role that you would be and how you can grow in different verticals of the BPO industry.

Study Content
Slideshow: Getting Started Slideshow: Roles & Responsibilities in BPO
PDF: Roles & Responsibilities in BPO

This class is designed for anyone who wants to make the most of Excel's powerful features and take their productivity to new heights. Whether you're a beginner or an experienced user, you'll learn essential tools and techniques that will transform the way you work with Excel.

Study Content
Slideshow: Getting Started Slideshow: Masterclass - Boost your Excel Skills for Career growth

As a Customer service representative, you will have well-defined roles and functions. There are certain responsibilities that you will have towards your company and customers. To discharge your responsibilities, you need to develop the right skill sets. Each division in a BPO demands different kinds of skills depending on the nature of the job. Let us learn these in this module.

Study Content
Slideshow: Getting Started Slideshow: Your Role and your skills
PDF: Your Role and your skills

As a learner, your feedback helps us better understand what you think about our services; in addition, it helps us identify areas where we are doing well and where we need to improve.

Study Content
Slideshow: Getting Started Slideshow: Your Feedback Matters 1

This module will explain the importance of reading and writing skills for a BPO professional, as they have to refer the system and provide the information to the customers accordingly. Simultaneously the associates will have even type the information for further escalation, which has to be clear and grammatically correct.

Study Content
Slideshow: Getting Started Slideshow: Importance of Reading & Writing Skills In BPO
PDF: Importance of Reading & Writing Skills In BPO

In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Basics of Business Communication

This module takes you to the different types of communication as communication takes place by exchanging your views to describe your ideas and experiences.

Study Content
Slideshow: Getting Started Slideshow: Improving Verbal Communication

This module will review the ins and outs of good telephone etiquette and telephone communication and provide suggestions for showing empathy and understanding to callers.

Study Content
Slideshow: Getting Started Slideshow: Telephone Etiquette

In this module, you will not only be able to enhance your personal and professional image in terms of Nonverbal Communication but also effectually read body language cues from people and respond to them appropriately.

Study Content
Slideshow: Getting Started Slideshow: Non-verbal communication

In this module, you will learn what etiquettes the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Email Etiquette in Business communication

In this module, you'll get a detailed guide of conference call etiquette to help you ensure that your next conference call will be very productive.

Study Content
Slideshow: Getting Started Slideshow: Video Conference

Stop here and review...!! This module will help you to practice existing knowledge covered in the previous modules and stimulate interest in further learning.

Study Content
Slideshow: Getting Started Slideshow: Mastering in Business communication - Quiz

In this module, you will learn what communication the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Introduction to communication

In this module, you will learn the diffrence between soft skills and hard skills with practical example and also its importance.

Study Content
Slideshow: Getting Started Slideshow: Soft Skills and Hard Skills

This module will explain the important tools and systems used in BPO. Learn about the vital tool CRM, which helps to retrieve customer’s information and also explain about the usage of phone and headset.

Study Content
Slideshow: Getting Started Slideshow: Knowledge of IT applications in BPO
PDF: Knowledge of IT applications in BPO

Master the essential principles of clear, confident, and impactful communication to build strong connections and achieve success in any setting.

Study Content
Slideshow: Getting Started Slideshow: GUIDE Principle

Strengthen your communication skills with practical, goal-oriented strategies. This module includes interactive practice questions to enhance clarity, engagement, and empathy in conversations.

Study Content
Slideshow: Getting Started Slideshow: GUIDE Principle (Practice Questions)

This module will walk you through an introduction to Excel and some its basic features.

Study Content
Slideshow: Getting Started Slideshow: Introduction to Excel

This module will guide you, on how to modify a worksheet and how to create a chart in excel.

Study Content
Slideshow: Getting Started Slideshow: Modifying Worksheets

In this module, we will cover some formulas used in excel and some of its advanced functions.

Study Content
Slideshow: Getting Started Slideshow: Functions and Formulas

This module will guide you through the Pivot table and filtering and sorting functionalities.

Study Content
Slideshow: Getting Started Slideshow: Pivot table, Filtering, and Sorting

Let’s check what you have learned so far...

Study Content
Slideshow: Getting Started Slideshow: Assessment

In this module, we will understand how to get started with Microsoft PowerPoint in simple steps. This training module will give you enough understanding on MS PowerPoint from where you can take yourself at a higher level of expertise. It would be more effective if you have a basic understanding of Computer peripherals like mouse, keyboard, monitor, screen, etc. and their basic operations.

Study Content
Slideshow: Getting Started Slideshow: PowerPoint - Getting Started

In this module, you will learn to create your PowerPoint presentation on slides by using layouts to organize the content on each slide. You will also learn how to create slides, makes changes to slides, apply a theme and run a slide show.

Study Content
Slideshow: Getting Started Slideshow: Basics of presentation

This module is the complete guide to working with text effects in PowerPoint. You will the basics of adding text to a slide, and then graduate to modifying how that text appears in your slide show.

Study Content
Slideshow: Getting Started Slideshow: Working with Text

In this module, you will learn various tips and methodologies that will help you to improve your PowerPoint presentations. You'll see a combination of features you might not know about and get PowerPoint tips on changing your slide design to make your content shine.

Study Content
Slideshow: Getting Started Slideshow: Design a Presentation

A table comes in great use, when you have information that would look best organized in rows and columns. In this module, you will learn to draw data tables that are used to display text in a grid with rows and columns.

Study Content
Slideshow: Getting Started Slideshow: Add and Format Tables

A chart is a tool you can use to communicate your data graphically. Displaying charts in PowerPoint allows your audience to see the meaning behind the numbers, and it makes showing comparisons and trends much easier. In this module, you will learn how to insert charts and modify them so they communicate information effectively.

Study Content
Slideshow: Getting Started Slideshow: Add and Format charts

"This module provides instructions for working with various types of graphics in Microsoft PowerPoint. A design ‘rule of thumb’ is to include some sort of graphic on at least every third slide to aid in keeping the audience interested and focused."

Study Content
Slideshow: Getting Started Slideshow: Working with Multimedia

In this module, you will learn to manage, share and collaborate on your PowerPoint presentations whilst remaining in full control of your content. In this module, you will learn to manage, share and collaborate on your PowerPoint presentations whilst remaining in full control of your content. You'll be walked through the process of sharing a PPT in various forms.

Study Content
Slideshow: Getting Started Slideshow: Sharing and Delivering a Presentation

In this module, you will find a list of practice tasks to enhance your PowerPoint presentation skills.

Study Content
Slideshow: Getting Started Slideshow: Practice Task

This module will explain the common terms used in BPO. These terms are used by the entire organization in the day to day conversation. Hence it is vital for the Voice / Non-Voice professionals to know the details of each term.

Study Content
Slideshow: Getting Started Slideshow: BPO Terminologies
PDF: BPO Terminologies

This module will help you to understand the meaning of QRC and how to handle QRC as a Voice/ Non-Voice professionals. It encompasses handling, resolving and following-up for resolutions to their concerns in a timely manner.

Study Content
Slideshow: Getting Started Slideshow: Introduction to QRC
PDF: Introduction to QRC

This module will explain the reports that are maintained by the organization to rate the employees performance. It will also explain about the parameters and the calculation of gauging the performance of the voice/ non-voice professionals. This learning will help you to understand and focus on the performing areas.

Study Content
Slideshow: Getting Started Slideshow: Documentation and Reports
PDF: Documentation and Reports

This module will enhance your understanding of the importance of using proper etiquette that is essential when you do business on the telephone.

Study Content
Slideshow: Getting Started Slideshow: Aspects of Telephone Etiquette
PDF: Telephone Etiquettes
PDF: Activity Book Telephone Etiquettes
PDF: Chat Etiquettes

This module will help to understand the techniques of selling on call and highlight the importance of proactive selling on call aligned with the need of customers.

Study Content
Slideshow: Getting Started Slideshow: Telephonic Selling skills
PDF: Telephonic Selling skills

You all must have received calls where someone was trying to sell you their product or service or give you some information about their business. All these are nothing but Cold Calls that businesses use as the first step in achieving their sales targets. No matter how much we hate to admit this, Cold Calling still works effectively if used in the right way. If you are a freelancer, a telemarketer, or an aspiring salesperson, then this video is for you. Our guest speaker, Ms. Aditi Sharma, shares her knowledge on how to improve Cold Calling skills and the proven methods to do so.

Study Content
Slideshow: Getting Started Slideshow: Masterclass on Proven methods for Cold Calling

This module will help you understand the different types of customers, their behavior, and the methods for handling them effectively. By mastering these skills, you can improve customer satisfaction, build stronger relationships, and enhance overall service quality.

Study Content
Slideshow: Getting Started Slideshow: Know to handle Customers

Customer Service representative should not point out the mistake of customer rather help him to understand and make him comfortable to visit next time. This module helps you to understand different types of customer and handling techniques.

Study Content
Slideshow: Getting Started Slideshow: Complaint Handling
PDF: Complaint Handling

In this Guest Session, the host explains various topic related to BPO Industry. 1) How to handle different type of customer. 2) Interview process in BPO. 3) Resume Building for BPO. 4) Parameters of Performance in BPO.

Study Content
Slideshow: Getting Started Slideshow: Masterclass - Parameters of Performance in BPO

The module is specially designed, for Non-Voice professionals, however it is equally important for the voice professionals too, as they have to co-ordinate with their superiors on emails in some of the organisation. This module will help everyone not only in this job role but in every job role as email is the main source of communication in todays era. Learning this module, will bring awareness of usage of options in email and composing e-mails which are key requisites.

Study Content
Slideshow: Getting Started Slideshow: Email Etiquette
PDF: Email Etiquette

In this module, you will learn what etiquettes the business world expects from you and what you should do to meet their expectations.

Study Content
Slideshow: Getting Started Slideshow: Introduction - Email Etiquette

Learn to create an email account in outlook as well as other free sources.

Study Content
Slideshow: Getting Started Slideshow: Creating Email Account

This module explains the vital pieces that give you the structure for communicating and that make it easy for your recipient to engage with your message.

Study Content
Slideshow: Getting Started Slideshow: Anatomy of an Email

Quiz Time

Study Content
Slideshow: Getting Started Slideshow: Quiz 1 - The Perfect Email: Learn effective Email etiquette writing

In this video, you will explore some real-life cases of poor email etiquette, and learn why it is important to follow the rules of good communication.

Study Content
Slideshow: Getting Started Slideshow: Importance of Email Etiquette

In this module, you will break down the essence of what makes the perfect email and look into how you can ensure that the emails you send out are the best they can possibly be.

Study Content
Slideshow: Getting Started Slideshow: Email - Important components and standard format

The tips in this module can help you write better emails, get better responses and create less frustration with your co-workers.

Study Content
Slideshow: Getting Started Slideshow: Dos and Don'ts

Quiz Time

Study Content
Slideshow: Getting Started Slideshow: Quiz 2 - The Perfect Email: Learn effective Email etiquette writing

This module enhances your understanding of the purpose of professional interviews.

Study Content
Slideshow: Getting Started Slideshow: Interview skills for success without Mock Interviews

In this module, you will develop your understanding about the demands of the workplace and the rights and responsibilities of both the employee and employer.

Study Content
Slideshow: Getting Started Slideshow: Workplace Readiness- Introduction to the understanding of job

This module will help everyone about the importance online chatting is the main source of business communication in today’s era as as you have to co-ordinate with your superiors on internal chat in your organisation.

Study Content
Slideshow: Getting Started Slideshow: Chat Etiquettes

This module helps you to evaluate yourself by working on the project given to you. This project is based on the topics covered in this training.

Study Content
Slideshow: Getting Started Slideshow: Project Work

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

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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.

Click on to My Jobs Section on the Learner Portal and go to My Applications. Upon getting selected in an interview, you will see the option to "Upload your Offer Letter". You can upload our Offer Letter or any other document related to your job here.

Once you register and complete your Profile, you will be prompted with the Courses that suit your interest. Visit the Course catalog to Browse our offerings. In addition to searching by Course duration and availability, you can also search by subject to ensure you find a Course that reflects your interests.

If you have any doubts or difficulties in learning, you can directly reach out to our live support, WeCare, available during daytime hours. You can also post your questions on ‘Webex Space,’ where our experts will promptly address them. Additionally, doubt-clearing sessions will be conducted on weekends (Saturdays) by Subject Matter Experts (SMEs). For immediate assistance, you can also reach out to trainers during the live sessions.

Visit our www.edubridgeindia.com → Go to Refer-n-Earn page → Click on “Start Referring Now”, fill up the form to share details of the people whom you want to refer.

• Visit our website - www.edubridgeindia.com → Go to Refer & Earn page → Click on the link and refer your friends to EduBridge by filling up the form. • Ask your friends to visit and enroll for the course of their choice at www.edubridgeindia.com (ensure that he/she is aware about the eligibility of the Course). • While enrolling, on Checkout Page, your friend must enter your 10 digit registered Mobile Number as a Referral Code. Please note, the mobile number is very important to track your referrals and for the calculation of the reward money. If they don’t use your referral code, you will not get any benefits. • Once your referred Learner is enrolled, you can claim your referral amount as per the eligibility criteria. • If you are eligible for the reward, the reward money will be deposited in your bank account within 15 working days.

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

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.

Once you complete the enrollment process, you will receive the batch schedule and link to join our live classes. This will also be available in the My Calendar section.

This could be due to several reasons. Try the below options: - Clear the Browser (Chrome/Firefox/Edge/Internet Explorer) Cookies and Cache memory. - Restart the Browser and try logging in once again.

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.

If you can't Login to your EduBridge Account: - Double-check your email address/ registered Mobile Number for any misspellings or incorrect characters. It must match exactly what you typed in when you created your Account. - If that doesn't work, try resetting your password.

If you cannot view a Course you’ve enrolled in, try clearing your browser’s Cache and Cookies. If you’re still not able to view the Course, go to the Help Section and raise a ticket. Our support team will resolve the issue for you.

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.