Banking & Finance Management

Recruiters look for a set of Professional Skill among aspiring candidates. Technical & Management skills both stand out and grab a recruiter’s attention. For that you must be thoroughly skilled in the following areas :

• Problem Solving and Analytical Skills : –

Whether you work on any post in any bank, the above skills are the most important to you. Almost all the activities of the banking sector depend on numbers and calculations. So you have to be confident about numbers, mastery of basic calculations, calculating margins and percentage and should be analyzed. You should be proficient in Fastest Basic Calculations, Multiplications, Ratios, and Fractions. Recruiters of the banking sector see how helpful you are with numbers, how to analyze the information, how to solve problems, and how to get the best case related to your job profile?

• Attention to the Details : –

This is a very important working skill for every job in the bank. You should be an expert in catching minor mistakes or inconsistencies during your work. You will always have to do all the work carefully for this so that the bank does not have any financial loss besides the clients.

• Positive Attitude towards Customers : –

All the staff in each bank provides various services related to the money so that all the customers coming in the bank should be able to solve all their problems while dealing with them, giving correct answers to their queries and settling the complaints in time, each employee has the first obligation.

• Numerical Skills : –

For the job profile in the banking sector, the said skills are basic skills without which you will not be able to do any job properly in the bank. You must have very good information and understanding of numbers and calculations to accomplish your work efficiently.

• The skill of working in work pressure : –

Every bank employee should be able to work without any mistake in pressure, because often a large number of customers come in every day to make money transactions – and to deal with the long queues of the customers, daily dealing with the bank staff. it happens.

• Visionary Skills : –

While carrying out their work in all the banks, each employee should take full care and use his Visionary Skills so that these employees can hold any change/mistake or inconsistency immediately during the work.

• Banking Industry Information : –

All employees should have good information and understanding of the latest banking trends and other urgent matters besides their associated work. A special reason for this is that, sometimes, if you need to, you have to take reasonable decisions in relation to your duties as a leader.

• Project Management : –

• The Banking & Finance Industry is a vast field, and a professional here is often made to be a part of several Finance projects. A skillful candidate must be able to manage projects and administer roles and responsibilities effectively. 

Apart from the given Professional Skill, Technical & Management skills both, recruiters also look for a set of Personal skills among aspiring candidates. For you to stand out and grab a recruiter’s attention, you must be thoroughly skilled in the following areas :

Communication and Presentation –

Now, because the officers and employees of the bank have to deal with transactions and performances daily and every kind of people in every bank – educated or illiterate, rich-poor, techno-friendly or unaware of modern techniques etc. – Come on, so all the bank employees should have good communication skills. Since Banking & Finance processes run from developing and producing policy to selling them, people working in this sector must be excellent communicators. To communicate and coordinate well with colleagues as well as consumers, candidates should have good communication skills.

• Stress Management –

The candidate should be able to think critically and logically. He/She must work well under pressure and be solution-oriented.

• Confidence and People Skills –

A Banking & Finance job involves constant contact and communication with people. This requires the candidate to have the appropriate people skills. He/She must be confident about his/her abilities and skills.

• Time Management & Multi-Tasking –

Banking & Finance would be thoroughly trained in all managerial aspects such as sales, marketing. Apart from these fundamental skills, a candidate must also be able to effectively manage time, plan and prioritise his/her work. Every bank often has a lot of customers at a time, which have to deal with money or other related work. Hence time management and multi-tasking skills are very important for each bank job profile so that every time the bank completes its work.

• Team Coordination –

Bank staff should complete coordination with their senior officers and junior staff as well as their clients.

• Leadership : –

A special reason for this is that, sometimes, if you need to, you have to take reasonable decisions in relation to your duties as a leader.

• Positive Attitude and Attractive Personality –

Employees’ attitudes should always be positive for each job profile while working in the banking sector and your personality should be attractive so that the clients can deal with you in a friendly environment.

• Initiative and Creativity –

During working in any bank, many times the staff or officers of the bank have to initiate their work in relation to their work, for which every employee of the bank should be well prepared and to include creativity as long as possible in his work. We need to work efficiently.

• Accuracy & Transparency –
• Accuracy is to be ensuring that the information is correct and without any mistake. Transparency fosters trust and open communication. It strengthens relationships between employees and their employers and helps nurture an environment of collaboration.

• Introduction of Bank
• Basics of Banking and Finance
• Principles and Practices of Banking
• Values of Banks/Financial Institutions
• Mission of Bank
• Types of Financial Services
• Accounts Policy
• Investment Policy
• Insurance Policy
• Finance Policy
• Miscellaneous Essential Services
• Workplace Readiness Module

• The Course has been specially designed to transform you into a confident Banking and Finance professional.
• It is a learning course that prepares you in fields across Banking, Financial Services, Capital markets, Fintech and regulatory bodies & many more.
• Increased complexity and changes in Banking and Finance business demand an entirely new generation of banking and finance professionals.
• This course is innovative, comprehensive and prepares future banking and finance professionals.
• This program not only provides participants with the knowledge of operational aspects of banking and finance but also builds on their managerial and technical skills.
• There is an emphasis on contemporary practices such as Micro Finance and Global perspective in Banking and Finance, which will give insights into the current industry trends.
• Increased complexity and changes in Banking and Finance business demand an entirely new generation of banking and finance professionals.
• This course not only provides participants with the knowledge of operational aspects of banking and finance but also builds on their managerial and technical skills.

• Impart Banking and finance knowledge and skills together with technology-familiarity and customer-orientation.
• High-quality academic rigour and specially prepared courseware.
• Students undertaking the course will have comprehensive and up-to-date knowledge in the subject of banking and finance.
• The Course offers practical insights into the subjects while, at the same time, emphasizes robust theoretical foundation.
• The course will make the candidate’s job-ready.
• The course is so designed that most employers would value it for talent scouting.
• The course is cost-effective and at the same time high in quality.

• Front Office Executive
• Back Office Executive
• Customer Relationship Executive
• Business Development Officer
• Relationship Manager
• Phone Banking Officer
• Credit Officer
• Financial Analyst
• Financial Planner
• Portfolio Manager
• Treasurer
• Controller
• Accountant
• Financial Manager
• Banking Officer and Bank Manager
• Financial Agents etc.