Retail Banking Specialist | BFSI Academy | BFSI Academy
BFSI Academy Program

Retail Banking Specialist

Crucial entry point for Retail Banking career in India. Liabilities, Customer service and Sales.

Duration
40 Hours
💻
Mode
Classroom / Online
📍
Location
PAN Maharashtra
🎯
Target
Retail Banking Sales Roles
Program Overview

About This Program

1. Shaping Young minds as Banking professionals.
2. Creating basic knowledge set.
3. Customer Interactions, Lead generation techniques.
4. Team Management.
5. Third party products and Cross Sell etc
6. Communication training
7. Interview Practice
What Sets This Apart
  • Deep-dive into CASA product knowledge
  • Real sales scripts and call simulations
  • Branch banking operations included
  • Objection handling for banking prospects
  • Cross-sell techniques — FD, RD, Loans
  • Bank hiring-aligned curriculum
  • Personality Developement.
  • Communication improvement
How to Join

Admission Process

01
Submit Enquiry

02
Fill the form to express your interest.

03
Counselling Call

04
We'll understand your background and confirm fit.

05
Enrolment

06
Complete documentation and secure your seat.

07
40-Hour Training

08
Live sessions with role-plays along with Industry Veterans, case studies and assignments.

09
Certificate + Placement

10
Graduate with certificate and placement support.

What You'll Learn

Course Curriculum

1. CASA Product - Key Importance
  • Types of Savings Accounts
  • Current Account Features
  • NRI Accounts & NRE/NRO
  • Zero Balance vs Premium Accounts
  • Account Opening Process & KYC
  • 2. Retail Banking Sales
  • Prospecting for CASA
  • Sales Pitch Framework
  • Lead generation techniques
  • Handling Common Objections
  • Branch Walk-in Conversions
  • Digital Onboarding Process
  • 3. Cross-Sell & Up-Sell
  • Fixed Deposits — Sales Approach
  • Recurring Deposits
  • Debit/Credit Card Pitching
  • Net Banking Activation
  • Personal Loan Cross-Sell
  • 4. Banking Compliance
  • KYC Guidelines
  • AML / PMLA Basics
  • RBI Directives for Retail
  • Data Privacy in Banking
  • Mis-selling — What to Avoid
  • 5. Sales Communication
  • Opening Conversations
  • Active Listening Skills
  • Building Trust with Customers
  • Closing Techniques
  • Follow-up Strategies
Who Should Apply

Eligibility

Graduate in any discipline
Good verbal communication skills
Willingness to work in a sales-facing role
Basic smartphone and computer proficiency
After Graduation

Where This Can Take You

🎯 Relationship Manager/Officer — Retail Banking
🎯 Branch Sales Officer
🎯 Personal Banker
🎯 Acquisition Manager- Liabilities
🎯 Sales Manager
🎯 Operations Manager
What You Earn

Certifications

🏅 Certification Program in Basic Retail Banking
Get In Touch

Apply for Retail Banking Specialist

Our counselling team will contact you within 24 hours.

Program Fee
Rs. 15000 (Inclusive of taxes)
Common Questions

FAQs

No. This program is designed for beginners who want to enter retail banking sales.

Our placement support covers leading private banks, co-operative banks and NBFCs in Nashik and nearby regions.

Yes — a short assessment to validate your learning. Passing earns your certificate.

Most graduates attend interviews within 2–4 weeks of course completion.
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