Non-IT careerBusiness & finance
Banking & financial services
Banking concepts, products, KYC, regulation, customer service and sales skills.
Who it’s for: Graduates preparing for bank, NBFC, insurance and BFSI operations roles.
Roadmap
What you’ll learn
Follow the modules in order. Finish a small project at the end of each one.
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01
Banking basics
2 weeks- Deposits and CASA
- Loans and NPAs
- Payment systems: NEFT, RTGS, IMPS, UPI
- Role of the RBI
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02
Products & sales
2 weeks- Savings, FD, RD
- Loans and cards
- Insurance and investment basics
- Needs-based selling
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03
Compliance
2 weeks- KYC and AML
- Fraud awareness
- Customer grievance process
- Data privacy
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04
Customer service
2 weeks- Handling complaints
- Communication
- Targets and ethics
- Digital banking support
Tools
Tools & skills to learn
- Core banking basics
- MS Excel
- CRM tools
Certifications
Useful certifications
- IIBF certificatesCourses for bank staff and aspirants
- NISM Series certificationsFor securities/mutual-fund roles
- IRDAI licence (insurance)Required to sell insurance
Certificates support your profile — interviewers still ask what you built. Check current fees and rules on the official site.
Practice
Projects to build
Put these on your resume — they give you real stories for interviews.
- 1Product comparison sheet for 5 savings accounts
- 2KYC checklist for account opening
- 3Customer FAQ for digital banking
Next steps
Interview & jobs
Practise interview questionsSample answers for banking & financial services and HR rounds.Open questions →
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