Industry Training
Banking, Finance & Insurance Basics
Understand basic banking, financial services, documentation, customer service, and insurance concepts.
Course overview
A hybrid programme introducing BFSI sector vocabulary, account servicing workflows, documentation discipline, and customer interaction standards.
Who can join
- Commerce students
- Job seekers
- Beginners interested in BFSI roles
- Customer service applicants
What you will learn
- Understand banking services
- Learn financial documentation basics
- Understand customer service in BFSI
- Learn insurance basics
- Prepare for entry-level BFSI roles
Syllabus
Detailed syllabus
Module-wise topics covered during the programme.
Module 1: Banking Fundamentals
- What banks do
- Types of accounts
- Deposits and withdrawals
- KYC basics
Module 2: Financial Literacy
- Savings
- Interest
- Loans
- EMI basics
- Credit score basics
Module 3: Banking Products
- Savings account
- Current account
- Fixed deposits
- Cards
- Digital banking
Module 4: Documentation
- KYC documents
- Application forms
- Verification process
- Record handling
Module 5: Insurance Basics
- Life insurance
- Health insurance
- General insurance
- Premium basics
- Claim basics
Module 6: Customer Service
- Handling customer queries
- Explaining products
- Complaint handling
- Professional communication
Module 7: Digital Banking
- UPI basics
- Mobile banking
- Internet banking
- Safety practices
Module 8: Job Readiness
- BFSI resume
- Interview preparation
- Roleplay
- Assessment practice
Projects / practical activities
- KYC form practice
- Customer query roleplay
- EMI calculation exercise
- Banking product explanation
- Mock interview
Training mode
Hybrid format combines classroom sessions for roleplay and documentation practice with online revision modules.
Assessment / certification support
Assessment and course completion support vary by programme partner and batch type. No regulatory license is granted through this course alone.
Career / use cases
- Banking correspondent trainee roles
- Insurance support executive paths
- Customer service in NBFCs
- Back-office documentation roles
Course FAQ
Does this qualify me as a licensed agent?
No. This is foundational training. Regulatory licensing has separate requirements set by authorities and employers.
Is commerce background mandatory?
Helpful but not mandatory. Beginners with interest in BFSI customer roles can join.
Are mock interviews included?
Yes. Job readiness modules include interview practice and feedback.
Ready to express interest?
Our team will share batch details, schedule, and enrollment guidance after you submit your interest.