iisskillsacademy@gmail.com | Customer Care: +91 9239513379
Placement In Participant Reviews Approved by
Job-Oriented Training

Launch a Highly Rewarding
Career with Live Training

Get industry-ready with practical projects, mentorship and 100+ hiring partners. Rated 4.8/5 by learners.

4.8+ Rating
100+ Corporates
24×7 Support
Live Training
Explore Programs Contact us
Learners discussing with mentor

About the program

The Certificate in Banking Sales Representative is designed to prepare you for sales & customer service roles in banks and NBFCs. Master product knowledge, needs-based selling, cross-sell/upsell, regulatory awareness, and relationship management while understanding the evolving digital banking ecosystem.

Why this certification
Practical, job-ready skills aligned to industry
Lifetime validity & verification
Industry-aligned curriculum, ISO-grade standards
Preferred by employers
Free job assistance in your chosen domain

Syllabus

Introduction to Banking & Financial Services
  • Banking sector overview, types of institutions, role in economy
  • Core banking operations, regulatory bodies & laws
  • Banking products & services; digital banking & fintech
  • Customer expectations, ethics & professional conduct
  • Career paths in banking sales
Fundamentals of Sales in Banking
  • Sales process & engagement, customer profiling
  • Cross-sell & upsell techniques, objection handling
  • Relationship building, lead gen, targets & KPIs
  • Performance tracking, case studies
Banking Products & Services
  • Retail: savings/current; loans: personal, home, business
  • Cards & payments; investments: FD, MF, bonds
  • Insurance (life/health/general), FX & remittances
  • Business banking, wealth advisory, digital/mobile banking
  • Emerging trends & innovations
CRM in Banking
  • Acquisition & retention, personalization
  • CRM tools, feedback & complaint management
  • Data-driven decisions, CX, digital automation
  • Ethics & real-world case studies
Sales Techniques & Negotiation
  • Consultative selling, customer psychology
  • Communication, persuasion & negotiation
  • Handling HNI, closing deals, demos & follow-ups
  • Role-plays & case studies
Digital Banking & Fintech
  • Internet/mobile banking, UPI/NEFT/RTGS/IMPS
  • Fintech & AI in sales, cybersecurity & fraud prevention
  • Digital onboarding, chatbots, blockchain basics
  • Future trends in digital sales

Career options & salary (India)

Bank Sales Executive / Relationship Officer
Sell accounts, cards, loans, insurance; KYC; cross-sell; targets.
₹1.8–5 LPA (+ incentives)
Personal Banker / CSO
Personalized solutions, query handling, cross-sell, relationships.
₹2.4–6 LPA
Loan Sales Executive
Sell PL/HL/BL; profiling, docs; disbursal targets; credit coordination.
₹2.5–7 LPA (+ incentives)
Credit Card Sales Executive
Lead gen, pitch, eligibility, documentation.
₹2–6 LPA (+ incentives)
Insurance Sales (Bancassurance)
Life/health/general products via banks; financial planning.
₹2.5–7 LPA (+ bonuses)
Wealth Management Associate
MF/SIP/bonds/FDs; HNI assistance; advisory support.
₹3–8 LPA
Tele Sales / Call Center (Banking)
Outbound sales, queries, support.
₹1.5–4 LPA (+ commission)
Assistant Relationship Manager
Portfolio support, client meetings, cross-sell leads.
₹3–8 LPA
Self-Employment (Financial Distribution)
Independent agent: insurance, MF, loans, etc.
₹2–12 LPA (variable)
Govt Exams (with prep)
PO/Clerk; SBI/IBPS/RBI/LIC etc.
₹3.5–8 LPA
Apply Now Contact us