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Retail Banking Certificate

ProTrain Online

Description

This program acquaints the participants with an in-depth understanding of various knowledge areas that are required of a modern banking professional. The students will be equipped with the knowledge of the various retail banking products, how to effectively sell these products and services, and how to build a long-term relationship with their customers. The students will also be provided with essential technology skills required to work effectively.

The key knowledge areas are:

  • Banking essentials
  • Banking products
  • Soft skills
  • Banking technology
  • Marketing banking services
  • Regulatory environment

Course Highlights:

  • Introduction to banking
  • Banker Customer Relationship
  • Types of Customers and Their Accounts
  • Negotiable Instruments and Related Matters
  • Overview of Deposit Function
  • Demand Deposits
  • Time Deposits
  • Types of Deposits - Advantages and Disadvantages
  • Payment and Settlement System
  • Electronic Transfer of Funds
  • Overview of Credit Function
  • Principles and Practice of Lending
  • Securities for Lending
  • Mortgage Loans
  • Auto Loans
  • Fee-based Banking Services
  • Credit Card Operations
  • Dematerialization and Other Services
  • Introduction to Marketing
  • Marketing of Bank Services
  • Customer Relationship Management
  • Banking Technology
  • Know your Customer

Outcomes

The students will be equipped with the knowledge of the various retail banking products, how to effectively sell these products and services, and how to build a long-term relationship with their customers.

Assessment

course quick facts
course code PRO1040
cost $575.00
estimated time to
complete course
100 Hours
course materials
available
12 Months