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Become a Top Banker with Complete Retail Banking Training by Udemy
Become an analytics-minded retail banker with a fully online course from a top ranked banking powerhouse
Course Highlights
- Detailed Coverage of Complete Global Banking Products and Operations
- Start a Career in Banking, NBFCs and FINTECH
- Pass Banking Interviews Confidently
- Become Banking Interview ready in just 20 Days
- Deposit Based Products like CASA, Term Deposits, NRI Products
- Branch Banking, Teller and Relationship Management,
- Credit Officer Roles
- Branch Officer Profile and daily task
- Fee Based Products, Mutual Funds, Insurance, Bonds, Gold Coins
- Alternate Channels of Banking, ATMs, Phone Banking, Mobile Banking, NetBanking
- Payment Card Operations and Technology : Debit and Credit Cards
- Digital Banking : ECS, NEFT, RTGS, IMPS
- Retail Credit Assessment : An Introduction
- General Credit Assessment of Retail Credit Products
- Retail Bank Credit Analysis : Home Loan
- Retail Bank Credit Analysis : Vehicle Loan
- Job Readiness : Resume Building, Interview Preparation HR & Domain Specific
- Passed any Banking Entrance Exam Confidently
- Lots of content for JAIIB and CAIIB
- Lots of content for IBPS Bank PO and SBI Bank PO Entrance Exam in India
- To build a strong background in Banking and Finance
- To Learn Credit Analysis in a simple step by step manner
- Banking and Finance
- Banking Fundamental
- Upgrade your banking knowledge
- Skill enhancement
- Enrich your CV and LinkedIn profile
Skills you will learn!
Curriculum
2 Topics
Welcome Banking Aspirants!
What Does the Course Cover?
3 Topics
An Introduction To Global Banking
Banking Business : Basics-I
Banking Business-:Basics-II
2 Topics
Organization Structure of a Global Retail Bank
Request for feedback: Your thoughts on the course progress so far
17 Topics
Why is classifying businesses into different forms crucial?
Different forms of business structures
Sole Proprietorship
Partnerships
Limited Partnership
Limited Liability Partnership
Incorporated joint venture
Corporations
Private company
Public Company
Corporation vs. S Corporation
Limited liability Company
Professional Corporation and Professional LLC
Cooperative
Non-Profit and Not-For-Profit Organizations
Franchise
Article
8 Topics
Product Mix
Global Retail Banking Products : Based on USA
Types of Saving Accounts- 1 (USA)
Types of Saving Accounts- 2 (USA)
Cash Management Account (USA)
Premium Checking Account (USA)
Opening A Bank Account (USA)
Opening a Joint Bank Account (USA)
18 Topics
Products and Platforms- Introduction
Products and Services provided by the bank I
Products and Services provided by the bank II
Products and Services provided by the bank III
Knowing your audience
Product Development Introduction
Developing a new product - The Process 1
Developing a new product -The Process 2
Innovation Centers
Intrapreneurship
Evolution in banking technology
How AI is benefiting
Role of banking channels in the digital world
Customer’s Perspective - Assent Survey
Customer’s Perspective - Accenture
Different Personas
Important factors to customers
Neobanks
2 Topics
Planning a Market Campaign : Introduction
Planning a Market Campaign : Practical Task
3 Topics
Retail Banking Operations : Introduction
How to simplify the operations
Steps to achieve zero operations design
6 Topics
Customer Service Quality in Retail Banking Introduction
Understanding Customer Behavior to Improve Service Quality
Gap Model to Enhance Customer Satisfaction
Methods to evaluate Customer Service Quality- SERVQUAL
Methods to evaluate Customer Service Quality- Net Promoter Score
Methods to evaluate Customer Service Quality- CSAT Score
3 Topics
How do banks lend money?
Practical Case 1 : Home Renovation Loan Application
Practical Case 2 : Top-up Loan Application
38 Topics
Global Relationship Banking (Article & Resource File)
What is relationship banking
The segment of customers
Benefits of relationship banking for the client
Some valuable advice for the Relationship Bankers and the banks staff
What is racing?
How do we evaluate potential before racing
Use of data analytics
The consequences of incorrect racing
Summary till this point
Why do banks lose HNI clients and how can these issues be resolved
What can a bank do if customers don’t fulfil the Racing criteria
How to rebuild a relationship
Portfolio Analysis
How do you manage portfolios
Customer To Group Ratio
Examining the general structure of a portfolio
Product Holding and Group Income Product Holding (GIPH) ratio
Catchment scoping
How to establish relationships with High-Net-worth Individuals (HNIs)
What activities can be performed in the Catchment Area
Using social media
The significance of References
Generating references
Managing references
Income objectives
Income projections for various product
What opportunities exist for Relationship Managers outside the portfolio
Joint calling
The Importance of a Joint Call
Customer Relationship Management (CRM)
Data stored in a CRM system
What data can be captured from a conversation
Master File
Services that can be offered to these market segments
Adding value for customers
Impact of unawareness
Interactions with high-net-worth individuals
4 Topics
Retail Banking an Introduction Part I
Retail Banking an Introduction Part II
Retail Banking an Introduction Part III
Retail Banking an Introduction
4 Topics
CASA Part I
CASA Part II
CASA Part III
CASA
3 Topics
FD & RD Part I
FD & RD Part II
Request for feedback: Your thoughts on the course progress so far
5 Topics
Deposit Process Part I
Deposit Process Part II
Deposit Process Part III
Deposit Process Part IV
Deposit Process
5 Topics
NRI Products Part I
NRI Products Part II
NRI Products Part III
NRI Products Part IV
NRI Products
5 Topics
Types of Customers Part I
Types of Customers Part II
Types of Customers Part III
Types of Customers Part IV
Type of Customers
4 Topics
Fee Based Products Part I
Fee Based Products Part II
Fee Based Products Part III
Quiz : Fee Based Products
7 Topics
Debit & Credit Cards Part I
Debit & Credit Card Part II
Debit & Credit Card Part III
Debit & Credit Card Part IV
Debit & Credit Card Part V
Summary
Card Operations : Debit & Credit Cards
5 Topics
Branch Banking Part I
Branch Banking Part II
Branch Banking Part III
Branch Banking Part IV
Branch Banking
4 Topics
Clearing and Settlement Part I
Clearing and Settlement Part II
Clearing and Settlement Part III
Clearing and Settlement
5 Topics
Digital Banking Channel Part I
Digital Banking Channel Part II
Digital Banking Channel Part III
Digital Banking Channel Part IV
Digital Banking Channel
8 Topics
Electronic Clearing System Part I
Electronic Clearing System Part II
ECS
NEFT RTGS and IMPS Part I
NEFT RTGS and IMPS Part II
NEFT RTGS and IMPS Part III
NEFT RTGS and IMPS Part IV
NEFT RTGS IMPS
3 Topics
Retail Lending an Introduction Part I
Retail Lending an Introduction Part II
Retail Lending an Introduction
2 Topics
General Eligibility and Assessment Criteria for Retail Lending Part I
General Eligibility and Assessment Criteria for Retail Lending Part II
5 Topics
Home Loan Part I
Home Loan Part II
Home Loan Part III
Home Loan Part IV
Home Loan
4 Topics
Vehicle Loan Part I
Vehicle Loan Part II
Vehicle Loan Part III
Vehicle Loan
4 Topics
Interest Rates : Introduction
Interest Rates : Types
Interest Rates- Practical Examples
Interest Rates- Workout
6 Topics
Job Readiness I
Job Readiness : Resume Building
Job Readiness II
Job Readiness III
Job Readiness IV
Job Readiness : Interview Preparation
Become a Top Banker with Complete Retail Banking Training
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