Skip links

Professional Certification in

Banking & Financial Services

Master banking, finance, and risk management. Learn Indian banking, trade finance, forex, retail banking, insurance, mutual funds, and BFSI sales skills.

Microcollege offers

Live expert-led course

Microcollege offers

Guaranteed Interviews

Microcollege offers

Project Based Learning

Microcollege offers

Online & Offline Mode

Launch Your Banking Career


Innovations in banking and finance

Banking Careers: Navigating the Digital Era

Role of Financial Intermediaries in India

KGiSL MicroCollege's Courses Are Accredited By

Your Seniors Got Placed. It’s Your Turn Now!

Gain in-demand skills in banking, finance, and fintech, backed by guidance from industry experts. With our comprehensive curriculum and career-focused approach, you’re all set to land your dream job!

Our Frequent Hiring Partners

Our certification course is backed by 400+ hiring partners, from dynamic start-ups to trusted global brands.

See How Our Students Made It

Shape Your Future with the Right Banking Skills

With our extensive certification program, you may lay a strong basis for your banking career. To succeed in the field, gain advanced knowledge of accounting, banking operations, and finance.

One Program. Endless Opportunities

Financial Analyst

Relationship Executive

Credit Risk Analyst

Loan Officer

Banking Operations Executive

Investment Banker

Financial Planner

Risk Manager

Compliance Officer

Teller

Forex Officer

Skills You’ll Learn

Financial Analysis

Financial Analysis

Banking Operations

Banking Operations

Forex in Banking

Forex in Banking

Credit Functions

Credit Functions

Regulatory Compliance

Regulatory Compliance

Investment Strategies

Investment Strategies

Mutual Funds

Mutual Funds

Trade Functions

Trade Functions

Accounting, Audit, and Task’

Accounting, Audit, and Task’

Service Sales Training & Much More

Service Sales Training & Much More

Banking and Financial Services Course Syllabus

A comprehensive curriculum designed to equip you with the essential skills needed to excel in banking, finance, and fintech, preparing you for the best roles in the Banking & financial sector.

  • A Timeline of Global Trade
  • History of Banking – Global
  • Global History of Money
  • The Intriguing History of the Indian Rupee and Its Evolution
  • Brief History of Banking in India
  • Evolution of the Indian Economy
  • Sectors of the Indian Economy
  • Economic Reforms
  • Indian financial system - an overview
  • Phases of development of the Indian financial system
  • Indian Banking Structure
  • Functions of a Bank
  • Banks' Financial Statements, CRR (Cash Reserve Ratio), and Statutory Liquidity Ratio (SLR)
  • Non-Performing Assets (NPAs), CAMELS Rating System
  • Reserve Bank of India (RBI)
  • Major Laws Governing Banking
  • Recent Developments in the Banking Sector
  • Role of Fintech, Tech Fin, and Neo Banks in the Indian Economy
  • Payment Ecosystem
  • Microfinance, NBFC (Non-Banking Financial Company)
  • Banker-Customer Relationship
  • Banker's Special Relationship
  • Types of Customers
  • Types of Bank Accounts
  • AML (Anti-Money Laundering)
  • KYC (Know Your Customer) Guidelines
  • AML-KYC Operational Aspects
  • Negotiable Instruments Act, 1887 and Clearing
  • Operational Aspects of Handling Clearing
  • Operational Aspects of Handling Cash in Retail Branch
  • Payments and Electronic Transfers
  • Account Opening and Closing
  • Nominee - Addition/Deletion/Modification
  • Minor to Major
  • Addition/Deletion of Account Joint Holders
  • Name/Address/Mobile Number Change
  • KYC Updation
  • Request for Statement/Passbook
  • Request for Bank Address Certificate
  • ECS/Auto Debit – Registration/Removal
  • Updation of Senior Citizen Status
  • Death Claim
  • Duties & Rights of a Banker and Customer Rights
  • Principles of Lending
  • Different Types of Borrowers
  • Types of Credit Facilities
  • Appraisal and Assessment of Credit Facilities
  • Operational Aspects of Loan Accounts
  • Credit Scoring
  • Priority Sector Advances
  • Non-Performing Assets/Stressed Assets
  • LC  and BG
  • Import Finance
  • Export Finance
  • Bills for Collection
  • Forex Products
  • Inward Remittances
  • Outward Remittances
  • SWIFT Operations
  • Essentials of Bank Computerization
  • Alternate Delivery Channels
  • Impact of Technology Adoption and Trends in Banking Technology
  • Security Considerations and Mitigation Measures in Banks
  • Technology Trends in Banking
  • Ethics, Business Ethics & Banking
  • Compliance in Banking
  • Prevention of Frauds
  • Bank Profitability
  • Final Accounts of Banks
  • Bank Audit & Inspection
  • Taxation: Income Tax/TDS/Deferred Tax
  • Goods & Services Tax (GST)
  • Retail Banking: Introduction
  • Important Retail Liability Products
  • Important Retail Asset Products
  • Retail Asset Operations in the Branch
  • Important Fee-Based Services
  • Wealth Management
  • Operational Aspects of NRI Business
  • Insurance Basics
  • Insurance Operation
  • Insurance Sales – Life
  • Excel Basics – Cells, Columns, Rows, Format
  • Sort and Filter Continues
  • Functions – SUM, COUNT, AVERAGE, VLOOKUP, IF and THEN, FIND and REPLACE
  • Pivot Table and Charts
  • Concept and Role of a Mutual Fund
  • Legal Structure of Mutual Funds in India
  • Legal and Regulatory Framework
  • Scheme-Related Information
  • Fund Distribution and Channel Management Practices
  • Net Asset Value, Total Expense Ratio, and Pricing of Units
  • Taxation
  • Investor Services
  • Risk, Return, and Performance of Funds
  • Mutual Fund Scheme Performance
  • Mutual Fund Scheme Selection
  • Create PPT
  • Choose Theme
  • Point slide Addition/Deletion Slide
  • Insert Text/Shapes/Pictures
  • Insert Charts
  • Formatting Slides/Text
  • Functions of Depository Participant – Account Opening
  • Functions of Depository Participant – Account Operations
  • Functions of Depository Participant – Transmission and Nomination
  • Functions of Depository Participant – Dematerialization
  • Functions of Depository Participant – Trading and Settlement
  • Special Services – Pledge & Hypothecation
  • Special Services – Public Offering/Corporate Actions
  • Special Services – Debt Instruments & Government Securities
  • Foreign Portfolio Investors (FPI)
  • Investor Services
  • Demystifying Sales
  • Customer Orientation
  • Influencing and Persuasion Skills
  • Sales Process
  • Video Modules + Assessment

Accelerate Your Banking Skills

Your Path to a Rewarding Banking Job

With our job-ready program plans, build the expertise needed to excel in banking and financial services roles.

Features

Interview Guarantee Program

Book A Free Consultation

Get Upskilled in 4 Simple Steps

Upskill and get certified in just four steps to land the best jobs in banks, fintech companies, mutual fund houses, and NBFCs

Choose Your Course

Select the job readiness course that aligns with your career goals.

Pre-screening

Appear for the pre-screening round with our career counselors.

Intensive Learning

Enroll in our banking & financial services course and learn the EPIC way.

Launch Your Career

Apply your skills, build a standout portfolio, practice mock interviews, and land your dream job.

Hear From Our Alumni

They chose us. With Reason. Success stories to inspire yours!

2-5LPA

Salary Range

87%

Placement Success

400+

Hiring Partners

523

Active Students Studying

Curious About How They Did It?

Why Choose This Banking and Financial Services Course

200+ Hours of Live Sessions

180+ Hours of Project

180+ Hours of Self-Practice

25+ Aptitude Tests

EPIC Learning

Placement Drives

Adaptive LMS

Soft Skills Training

Ongoing Career Support

Flexible EMI Plans

From Heart to Hands, Making a Difference

Social Gurukul’ - learning goes beyond the classroom. Our students don’t just study—they lead. Through practical projects, you’ll empower small business owners and entrepreneurs, helping them enhance their businesses while gaining invaluable skills and leadership experience. It’s more than just work; it’s about making a real impact and building a unique portfolio. The outcome? You receive invaluable hands-on experience while building a portfolio that stands out.

Join Our Upcoming Batch

Your Questions, Answered.

Banking offers diverse career opportunities such as Teller, Loan Officer, Forex Officer, Relationship Manager, Financial Analyst, Investment Banker, and Credit Analyst. Specialized roles in digital banking and compliance are also in demand.

A degree in finance, commerce, or related fields is typically required. Additional qualifications like the KGISL Professional Certification in Banking and Financial Services or other banking and finance certificate courses can enhance your profile.

Key skills include analytical thinking, financial acumen, communication, customer service, and adaptability. Digital proficiency, especially in tools for online banking, is becoming essential.

After completing the KGISL Professional Certification in Banking and Financial Services, explore entry-level roles such as Banking Associate or Relationship Manager. Certifications from top banking certification courses can boost your chances.

Yes, internships or entry-level roles provide hands-on experience and networking opportunities, making them valuable for starting your career.

The banking sector offers structured career growth, with opportunities to progress from entry-level positions to managerial roles and beyond. Specialized fields like investment banking or financial technology offer even more prospects.

Typically, it takes 3–5 years of consistent performance in junior roles to advance to officer or managerial positions.

While banking can be demanding due to customer expectations and tight deadlines, effective time management and organizational skills can help mitigate stress.

Working hours in banking are usually 9 AM to 5 PM, but this can vary based on role and organization. Certain positions, like investment banking, may require longer hours.

  1.  DevOps certifications offer several benefits:
  • Career Advancement: They validate your expertise and make you more competitive in the job market.
  • Skill Enhancement: Certifications ensure you have a deep understanding of key DevOps tools and practices.
  • Increased Earning Potential: Certified professionals typically earn higher salaries because of their expertise in specialized skills.
  • Increased Job Opportunities: Many companies require or prefer certified candidates for DevOps roles.
  • Industry Recognition: Certifications demonstrate to employers that you are committed to staying current with industry best practices.

Yes, many banks provide bonuses, performance incentives, and other perks like health insurance and retirement benefits.

Additional benefits may include housing allowances, subsidized loans, paid leave, and professional development opportunities through online banking courses with a certificate.

  • Forex Officer: Manages foreign exchange transactions and market risks.
  • Loan Officer: Assesses and processes loan applications.
  • Relationship Manager: Builds and maintains relationships with clients to ensure financial growth.

Specialize through certifications like CFA, FRM, or the best certification courses for banking professionals, focusing on financial analysis, investment strategies, and risk management.

Certifications such as the KGISL Professional Certification in Banking and Financial Services, CFA, and certifications in digital banking or data analytics are highly valued.

The future of banking lies in digital transformation, with increased reliance on AI, blockchain, and data-driven decision-making.

Digital banking is critical, offering convenience and security to customers. Proficiency in this area is a key skill for modern banking professionals.

Yes, banking offers international opportunities, especially for roles in global finance and Forex. Certifications recognized globally, like CFA or ACCA, can support this goal.

Latest Blogs

Keep Up With Us

Stories from our graduates, mentors, career gurus, and the latest news from MicroCollege on new upskilling programs and much more!