Banking and Insurance Essentials
in Banking & Financial ServicesWhat you will learn?
Fundamentals of banking, financial instruments, and digital banking.
Role of RBI and monetary policies impacting banking operations.
Key insurance principles, risk management, and regulatory frameworks.
Insurance distribution channels and claim settlement processes.
About this course
About this Course
• Comprehensive self-paced course covering banking and insurance fundamentals.
• Learn key concepts, operations, regulations, and digital advancements.
• Ideal for students, professionals, and aspirants in the financial sector.
Course Overview
• Explore banking operations, RBI regulations, and digital banking trends.
• Gain insights into insurance, risk management, and claim settlements.
• Understand negotiable instruments and financial risk mitigation strategies.
Course Curriculum & Module
• Week 1: Banks - Introduction
• Week 2: Banking Operations
• Week 3: Reserve Bank of India (RBI)
• Week 4: Banking Negotiable Instruments
• Week 5: Digital Banking
• Week 6: Insurance - Introduction
• Week 7: Insurance - Risk, Regulation, and Distribution
• Week 8: Life Insurance Policy Servicing and Settlement of Claims
What You Will Learn
• Fundamentals of banking, financial instruments, and digital banking.
• Role of RBI and monetary policies impacting banking operations.
• Key insurance principles, risk management, and regulatory frameworks.
• Insurance distribution channels and claim settlement processes.
Learning Objective
• Develop a strong foundation in banking and insurance concepts.
• Understand regulatory frameworks and compliance in financial institutions.
• Learn digital banking advancements and cybersecurity aspects.
• Master insurance risk assessment, policy servicing, and claim processing.
Course Features & Benefits
• Self-paced online learning with high-quality content.
• Industry-relevant case studies and practical applications.
• Access to expert sessions for real-world insights.
• Certification upon successful course completion.
Who This Course is For
• Students and professionals aiming for a career in banking and insurance.
• Entrepreneurs and business owners seeking financial literacy.
• Finance and management professionals looking to enhance their skills.
Skills Covered
• Banking operations and financial risk management.
• Digital banking trends and cybersecurity awareness.
• Insurance underwriting, policy servicing, and claims management.
• Regulatory compliance in banking and insurance.
Special Benefits to Students for Enrolling Now
• Early-bird discount on enrollment.
• Access to additional study materials and industry insights.
• Career guidance and placement assistance.
Exclusive Complimentary Benefit: One-on-One Expert Interaction
• Personalized sessions with industry experts.
• Guidance on career growth and industry trends.
• Exclusive Q&A sessions for in-depth learning.
Course Certificate Advantage
• Recognized certification enhancing career prospects.
• Industry-aligned credential for job applications.
• Demonstrates expertise in banking and insurance domains.
Instructor Bio
• Experienced faculty with deep industry knowledge.
• Banking and insurance professionals with real-world expertise.
• Committed to providing a practical and engaging learning experience.
Books & References
• Recommended textbooks and industry reports.
• Case studies from leading financial institutions.
• Research papers and whitepapers on banking and insurance trends.
Top Indian Companies Hiring with These Certifications and Skillsets
• Leading banks: SBI, HDFC Bank, ICICI Bank, Axis Bank.
• Insurance companies: LIC, Bajaj Allianz, ICICI Lombard.
• Fintech firms: Paytm, PhonePe, Razorpay, PolicyBazaar.
• Consulting and financial services firms: PwC, EY, Deloitte, KPMG.
Suggested by top companies
Top companies suggest this course to their employees and staff.
Requirements
Basic Technology and Internet Access - A stable internet connection and the ability to use online learning platforms are essential. Students should be comfortable with navigating the course platform, accessing videos, downloading materials, and completing assessments
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Comments (0)
Today, the majority of the world's economies have seen an exponential rise in the volume of money moving across the world. Hence Banking institutions have grown even more significant and "globally integrated" as a predominant channel for such operations.In addition to this, we have seen how any change has an impact on our economy universally. More recently, and maybe more significantly, the pandemic's effects on every aspect of our lives and businesses. In addition to this, we have seen how any change has an impact on our economy universally. More recently, and maybe more significantly, the pandemic's effects on every aspect of our lives and businesses. Now We are motivated to learn more about the problems we confront and the ways to combat them as a result of this uncertainty.One such device is insurance. So, there is an urgent demand for managers, entrepreneurs, professionals and financial planners with knowledge of these two areas of banking and Insurance in this dynamic and changing world. This industry provides ample employment opportunities for agents, brokers, corporate agents, training establishments, etc. Learning about these areas of financial interest, is where this course will help you.
Module 1
