Professional Certification Program in Retail Banking (PCPRB)
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Course Overview
The Professional Certification Program in Retail Banking (PCPRB) is a 60-day online job-oriented training program designed to prepare graduates and working professionals for careers in the Banking, NBFC, and Insurance sectors. The program combines industry knowledge, operational banking skills, sales techniques, regulatory compliance, and employability training to make candidates job-ready for entry-level and mid-level banking roles.
Duration
60 Days (8 Weeks)
Mode of Training
Online Live Instructor-Led Sessions
Eligibility
- Graduates from any discipline
- Freshers seeking a career in Banking, NBFC, or Insurance
- Working professionals looking to transition into financial services
Career Opportunities
Upon successful completion, candidates can apply for roles such as:
- Relationship Officer
- Relationship Manager
- Banking Sales Officer
- Customer Service Executive
- Branch Operations Executive
- Loan Officer
- Credit Processing Executive
- CASA Officer
- Insurance Advisor
- Wealth Management Associate
- Customer Acquisition Executive
Features
- Beginner-Friendly
- Hands-On Practice & Exercises
- Real-World Tools & Templates
- Career-Focused Curriculum
- 100% Placement Assistance (No Job Guarantee)
Start your journey toward a rewarding career in the Banking and Financial Services industry today!
- Graduates from any discipline
- Freshers seeking a career in Banking
- NBFC
- or Insurance
- Working professionals looking to transition into financial services
- 16 Sections
- 81 Lessons
- 8 Weeks
- Unit 1: Introduction to Banking9
- 1.1Overview of the Indian Financial Sector
- 1.2Introduction to Banking
- 1.3Retail Banking fundamentals
- 1.4Business Model
- 1.5Branch Profitability
- 1.6Regulatory framework and compliance
- 1.7Key players and regulatory bodies in the sector
- 1.8Govt. Schemes in BFSI Sector
- 1.9Financial Inclusion & Financial Literacy
- Unit 2: Retail Banking Operations11
- 2.1Front-end and Back-end operations
- 2.2Banker Customer Relationship
- 2.3AML, KYC Guidelines & its Adherence
- 2.4Operational Aspects of KYC
- 2.5Types of Customers Accounts & KYC required
- 2.6Account Opening & CDD, EDD
- 2.7Payment & Collection of Cheques & other NI
- 2.8Cash Operations & Currency Chest
- 2.9Clearing Operations (CTS)
- 2.10Remittance Products: RTGS, NEFT, IMPS & UPI
- 2.11Locker Operations
- Unit 3: Products & Services6
- Unit 4: Banking Sales and Customer Acquisition8
- 4.1Effective Sales techniques in Retail banking
- 4.2Building a customer-centric approach
- 4.3Effective customer on-boarding
- 4.4Cross-selling and up-selling strategies
- 4.5Sales targets and performance measurement
- 4.6Marketing strategies for retail banking products
- 4.7Customer acquisition and retention strategies
- 4.8Building a Brand Image in Retail Banking
- Unit 5: Customer Service & Complaint Handling7
- 5.1Understanding customer needs and expectations
- 5.2Building strong customer relationships
- 5.3Customer segmentation and profiling
- 5.4CRM software and technology in retail banking
- 5.5Handling customer complaints and grievances
- 5.6Providing exceptional customer service
- 5.7Role of customer service in customer retention
- Unit 6: Digital Banking and Fintech3
- Unit 7: Compliance and Risk Management4
- Unit 8: Emerging Trends in Retail Banking3
- Module 2: Employability and Competency Skills4
- Module 3: Soft Skills and Professional Etiquette4
- Module 4: Life Skills and Personal Development4
- Module 5: Excel for Banking Professionals4
- Module 6: Finacle – Core Banking Solution4
- Case Studies and Industry Practices3
- NISM Series VA: Mutual Fund Distribution5
- Final Project and Examination2
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