Welcome to MakeCareer Academy

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Certification Program in Banking Sales & Relationship Management

by-jain university


Over the last decade, customer preferences have evolved & they expect an exceptional
experience at all touchpoints of various financial products. Therefore, a narrow
specialization in only one domain, may not be sufficient anymore.

The programme is designed to provide Learners the necessary skills, which would help
them in riding this wave of change and have a rewarding career in the Banking &
Finance industry. Some unique features of the program are the following:

  • Industry immersion – Connect with industry experts
  • Regular seminars for BFSI career counselling
  • Training and certification for NISM (external certification)
  • Placement support in Banks or Custom Service
  • Guidance for resume building and facing interviews

Programme Architecture

The UGC and industry-endorsed syllabus combined with Makecareer and jain
university, quality training not only equips learners with advanced finance and
accounting skills, but also nurtures them into complete industry-ready professionals.
Experienced industry practitioners deliver the programme on Makecaree Acadmey our
very own onclassroom learning platform.

What You will learn

BFSI Industry Foundation

Overview of BFSI Industry – Banking, Customer
Services, Finance, Insurance, NBFC
Roles in demand in BFSI
Regulatory bodies

Banking Products and Services

Assets, Liabilities products and services
Savings account, current account and fixed deposit
Loans and mortgages
Need-based product pitching
Customer interaction skills
Professional skills and telephone etiquettes

Customer Service and Relationship Management

Customer service – process and skills
Cross selling and upselling
Customer Relationship Management

Systems, operations and Financial Analysis

Financial analysis using Excel
Retail branch operations
Documentations using MS-Word

Insurance and Financial products

Life insurance products and services
General insurance products and services
Capital markets orientation
Mutual funds
NISM certification preparation and certification
Compliance and Digital channels in BFSI industry

Sales skills

Demystifying Sales
Customer Orientation
Influencing and Persuasion skills
Sales process


On successful completion of the programme the learners get a graded from
Makecareer and jain university, Here are some of the job profiles that students can
look forward to, post successful completion of the programme

Course Details
  • 60 Hours of training
  • Placement Back Support
  • 60 Hours Classroom traning
  • 10 Hours Jain University Assessment
  • 900+ Placement partners
  • Instructor led, industry-driven curriculum
  • 10 Hours Assesment
  • Professional Skills
  • Capstone Project
  • 10 Hours Project

Total Modules: 11 Modules

Quizzes : 2 Quizzes

Updated: 1/04/2024

Fundamental of Accounting

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