Advanced Diploma in Banking Sales Representative
Course Name: Advanced Diploma in Banking Sales Representative
About the Course:(Advanced Diploma in Banking Sales Representative)
The Advanced Diploma in Banking Sales Representative is a professionally curated program designed to equip aspiring professionals with in-depth knowledge, skills, and competencies required to thrive in the competitive world of banking and financial sales. This course emphasizes customer acquisition, product promotion, client relationship management, regulatory compliance, and the use of modern financial tools. By combining theoretical grounding with practical applications, students will be prepared for real-world banking environments across retail, corporate, and digital banking platforms.
Course Overview / Objective:
This course aims to develop the practical and analytical skills essential for individuals working or planning to work as sales representatives in the banking sector. The key objectives include:
- Understanding the structure and functions of banking and financial institutions.
- Acquiring knowledge of various banking products and services.
- Learning effective sales strategies and client engagement methods.
- Developing communication, negotiation, and customer service skills.
- Gaining awareness of compliance, ethical standards, and financial regulations.
- Utilizing digital banking tools and CRMs effectively.
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Eligibility:
- Minimum qualification: 10+2 (Senior Secondary School Certificate)
- Preferably graduates in commerce, business administration, economics, or relevant streams.
- Working professionals and freshers seeking a career in banking and sales are encouraged to apply.
Duration:
- 12 Months (can be extended up to 18 months depending on learning pace)
- Includes practical sessions, assignments, and final evaluation.
Mode of Learning:
- Online (Live and Recorded Sessions)
- Offline (Classroom Training at Partner Institutes)
- Hybrid Model (Optional)
Certification Details:
Upon successful completion, candidates will receive:
- Government/Institute Recognized “Advanced Diploma in Banking Sales Representative” Certificate
- Marksheets and Grade Sheets for Module-wise Performance
- Internship Certificate (where applicable)
Course Curriculum / Syllabus:
Module 1: Introduction to Banking and Financial Services
- Banking History & Types
- Functions of Banks
- Introduction to NBFCs
Module 2: Banking Products and Services
- Savings & Current Accounts
- Loans and Advances
- Insurance Products
- Investment Services
Module 3: Sales Fundamentals
- The Sales Process
- Prospecting Techniques
- Cold Calling and Warm Leads
Module 4: Relationship Management
- Customer Service Strategies
- Cross-selling and Up-selling
- Handling Objections and Rejections
Module 5: Communication & Soft Skills
- Business Communication
- Active Listening & Rapport Building
- Negotiation Techniques
Module 6: Digital Banking Tools
- Mobile & Internet Banking
- CRM Software Training
- Fintech Platforms & Integrations
Module 7: Regulatory & Compliance Framework
- KYC, AML, CFT Guidelines
- RBI Guidelines
- Banking Code of Ethics
Module 8: Financial Literacy & Risk Management
- Personal Finance Management
- Credit Assessment
- Understanding Risk and Return
Module 9: Practical Training / Internship
- On-the-job Training / Internship in a Banking or Financial Sales Environment
- Practical Assignments and Role Play
Module 10: Final Project & Evaluation
- Capstone Project
- Oral and Written Examination
Career Opportunities After Advanced Diploma in Banking Sales Representative:
- Banking Sales Executive
- Financial Product Advisor
- Loan Officer
- Relationship Manager
- Tele-Banking Executive
- Insurance & Mutual Fund Sales Agent
- Business Development Executive (Banking Sector)
- Customer Support Specialist (Finance Sector)
Who Should Join:
- Individuals aspiring for a career in banking or financial services
- Graduates seeking job-ready vocational training
- Working professionals aiming to switch to sales in BFSI sector
- Entrepreneurs in finance-related sectors
Benefits of This Course:
- Industry-recognized advanced diploma
- Hands-on practical training and case studies
- Access to industry mentors and guest lectures
- Enhanced skills for both public and private sector bank recruitment
- Placement support and job interview preparation
How to Enroll / Admission Process:
- Visit the official course registration page.
- Fill out the online application form with personal and academic details.
- Upload required documents (ID proof, educational certificates).
- Submit the application and pay the registration fee.
- Receive confirmation and start your course journey.
Fee Structure:
- Registration Fee: INR 500/-
- Course Fee: INR 25,000 to INR 40,000 (based on mode and location)
- EMI options and scholarships available for eligible candidates
- Fee includes tuition, materials, certification, and exam charges
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| 10 | Tarikere IT Academy | Tarikere, | Software Engineering, Networking, Digital Marketing | Yes | 4.8/5 |
Advanced Diploma in Banking Sales Representative Course Near Me:
This course is perfect for beginners or those seeking to polish their design skills, offering a journey through Advanced Diploma in Banking Sales Representative core aspects.
Frequently Asked Questions (FAQs):
- What is the duration of this course?
- The course is 12 months long, extendable up to 18 months based on learning mode.
- Is the course certificate recognized?
- Yes, the certificate is recognized and accepted by various financial and banking institutions.
- Can I take this course online?
- Yes, it is available in online, offline, and hybrid formats.
- Are there any scholarships?
- Scholarships are available for meritorious students and financially weaker sections.
- What career options are available post-completion?
- You can work as a banking sales executive, relationship manager, or financial product advisor.
- Is there any internship included?
- Yes, internships or practical assignments are included to enhance industry exposure.
- What is the minimum qualification to enroll?
- You need to have completed at least 10+2.
- Can working professionals join this course?
- Absolutely! The course is suitable for freshers and working professionals alike.
- What kind of support is provided during the course?
- You get access to tutors, live Q&A sessions, and learning materials.
- Will I get placement assistance?
- Yes, career support and placement assistance are offered.
- Do I need a commerce background to join?
- No, but having one is beneficial.
- How can I register for the course?
- Simply fill out the online form and submit the required documents.
- What documents are required for admission?
- ID proof, academic certificates, and passport-size photo.
- Are there group discounts available?
- Yes, institutions or groups can avail special discounts.
- Is the course taught in English only?
- Primarily in English, but bilingual options may be available in select centers.
- How is the course assessed?
- Through quizzes, assignments, projects, and final exams.
- Can I repeat classes if I miss any?
- Yes, recorded sessions are available for online students.
- What is the total course fee?
- Between INR 25,000 to INR 40,000 depending on mode/location.
- Will I get lifetime access to course material?
- Yes, for a limited duration post-completion.
- Is EMI payment option available?
- Yes, you can opt for monthly EMI plans.
- Can I pursue this along with a full-time job?
- Yes, flexible learning hours are provided.
- What is the format of final exams?
- It includes MCQs, case analysis, and a viva.
- Do I need computer knowledge for this course?
- Basic computer knowledge is recommended.
- Are guest lectures included?
- Yes, from banking professionals and sales experts.
- Can international students join this course?
- Yes, they can join the online mode.
- Are there practical projects included?
- Yes, real-world banking simulations and sales role-plays.
- Will I get a job guarantee?
- Job assistance is provided, but no guaranteed placement.
- Do I need to appear for an entrance exam?
- No entrance exam is required.
- How can I contact support?
- Through email, helpline number, or chat support on the website.
- When does the next batch start?
- Batches commence every quarter; exact dates are shared upon registration.
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