Banking Sales Course with Placement Guarantee

With India’s job market expected to grow by 9% in 2025, the banking sector is quickly becoming one of the top career choices. As banks and financial companies continue to expand, they’re looking for skilled professionals who can handle sales and build strong customer relationships. This makes it the perfect time to kickstart your career in banking sales and step into a growing industry full of opportunities. Internshala’s banking sales course with placement is designed to prepare you for such roles in just 2 months. You’ll start by learning key banking concepts, digital banking tools, and then move on to important skills like communication, sales techniques, and basic data handling. The course includes mock client calls, live expert sessions, and hands-on assignments to help you practice in real-world situations. By the end of the course, you’ll earn a government-recognized NSDC certificate and be ready to apply for sales and relationship roles at top banks and financial institutions.

Learn Banking Sales & Become a Pro in Just 2 Months!

Jumpstart your career in banking sales with Internshala’s banking sales course. In just 2 months, gain the practical skills and confidence needed to excel in banking product sales and client management. Here’s what you will get from this banking sales course with placement:

• Earn an industry-recognized NSDC certificate that boosts your credibility.
• Prepare thoroughly with 4 vivas, including Mid-Term, Final Term, and Mock Client Calls to sharpen your skills.
• Get exclusive access to hiring banks like Kotak Mahindra Bank, Axis Bank, AU Small Finance Bank, IDFC First Bank, Bajaj Finserv, ICICI Lombard, and Tata Capital.
• Pay a one-time course fee of ₹25,000 to access the complete training and placement support.
  
  

Internshala's Banking Sales Course with Placement

Internshala’s banking sales job-oriented course trains you for a successful career in banking by helping you master banking products, sales techniques, digital tools, and data-handling skills. You’ll start by learning the basics of banking. You’ll understand how the Indian banking system works, the role of the RBI, and the differences between banks and NBFCs. You’ll also explore types of accounts, loans, insurance products, and how banks manage credit, recovery, and compliance.

Once you build a strong foundation, you’ll move on to digital banking. You’ll explore payment systems like UPI, NEFT, RTGS, and IMPS, and learn how core banking systems (CBS) support bank operations. You’ll also study trends like fintech, microfinance, and how banks utilize AI and automation for customer service and fraud prevention.

Next, you’ll develop communication and sales skills that are key for banking roles. You’ll practice writing emails, creating reports, and handling customer calls. You’ll also learn the ODPEC sales model to identify customer needs, pitch the right products, overcome objections, and close sales confidently. The course also builds your skills in banking data and analytics. You’ll use Excel to organize, analyze, and report data, helping you make informed decisions and work more efficiently.

Throughout the course, you’ll work on real-world assignments, take part in mock client calls, and appear for multiple assessments to test your learning. By the end, you’ll gain the practical knowledge, confidence, and placement support needed to apply for jobs in top banks and financial institutions.

Banking Sales Online Course with Placement - Syllabus Outline

The banking sales online course is thoughtfully designed to equip you with essential banking and sales skills through a structured, practical learning journey. This course offers step-by-step modules, real-world case studies, mock assessments, expert guidance, and continuous support to help you confidently prepare for a career in banking sales. Here’s a complete syllabus outline of this course:

1. Banking Essentials

• This module of the banking course builds your foundational understanding of how the Indian banking system works. It begins by introducing the core concepts of banking, what banks do, how they function, and the key regulations, taxes, and policies that govern them. You’ll explore the critical role of the Reserve Bank of India (RBI) and understand how NBFCs differ from traditional banks.
• As you progress, you’ll gain clarity on different types of bank accounts, how loans and advances are offered, and how the collection and recovery process works. The module also covers the basics of insurance and investment products commonly offered by banks, helping you understand their purpose and structure. Finally, in the banking sales course with placement, you’ll learn the essentials of managing credit and repayments, an important area for both bankers and customers.
  
  

2. Digital Banking Fundamentals

• This module explores how technology is reshaping the modern banking experience. You’ll start by learning the smart and secure methods of transferring money through systems like UPI, NEFT, RTGS, and IMPS, understanding how each works, their use cases, and transaction flow.
• Next in the course, the focus shifts to emerging trends such as fintech innovations and microfinance solutions that are improving financial access and simplifying services. You’ll also understand how banks handle customer complaints through structured grievance redressal processes, ensuring transparency and trust.
• In the second half of the module, you’ll explore core banking systems (CBS)—what they are, how they work, and the different components involved in streamlining operations across branches. You’ll also discover how AI is being utilized for predictive analysis, fraud detection, and customer engagement, as well as how automation is enhancing efficiency in everyday banking tasks.
  
  

3. Banking Communication Essentials

• This module focuses on building strong communication and sales skills required in day-to-day banking roles. You’ll begin by learning how to write professional emails tailored to banking scenarios, covering tone, clarity, and formatting. You’ll also understand the basics of report writing, ensuring your documentation is structured and accurate.
• The next section of the module moves into verbal communication, where you'll practice handling customer calls with confidence and learn objection-handling techniques to manage concerns effectively and maintain trust.
• In the second section of the banking sales online training, you'll be introduced to the ODPEC sales model, a proven approach to banking sales. You’ll explore how to prospect new customers, identify their needs, use persuasive techniques, and close sales successfully. Together, these lessons will help you communicate clearly, build lasting relationships, and contribute to business growth in a banking environment.
  
  

4. Data & Analytics in Banking

• This module equips you with essential data handling and analysis skills required in today’s data-driven banking environment. You’ll begin by mastering MS Excel. This includes learning to use formulas, functions, and formatting tools to organize and manage banking data efficiently.
• Next in this course, you’ll explore techniques for analyzing and interpreting banking data to support better decision-making and reporting. From generating useful reports to spotting trends, this module will help you turn raw data into actionable insights, boosting both productivity and accuracy in daily banking operations.
  
  

Projects in the Banking Sales Job-Oriented Course

This course includes hands-on projects that let you apply what you’ve learned to real banking situations. These projects help you build confidence and prepare for real tasks in sales, customer service, and data handling. From writing professional emails to analyzing financial data in Excel, each project is designed to boost your practical skills and get you job-ready for banking roles. Here are the projects you’ll work on during the banking course with placement:

Project 1: Mastering Business Communication – Email Skills for Banking Professionals

Learn how to write clear, professional, and customer-centric emails tailored to various banking scenarios. From responding to queries to handling service requests, you’ll practice writing emails that reflect standard business communication etiquette in the banking industry.

Project 2: Excel Essentials for Banking Professionals

Get hands-on experience with Excel by working on real-life banking data. You’ll use Excel formulas, functions, and formatting tools to organize, calculate, and interpret data efficiently, helping you build essential data handling skills that are widely used in banking operations.

Supercharge Your Career with Essential AI Tools

As part of the banking sales certification course with placement, you’ll explore how to use ChatGPT to enhance customer communication in banking and sales roles. This powerful AI tool supports you in drafting clear, professional, and engaging messages for a variety of scenarios. From handling customer queries to writing follow-ups and managing objections, ChatGPT boosts your efficiency and confidence. It helps you communicate more effectively, close sales faster, and stand out in competitive banking roles.

Career Opportunities after Completing the Banking Sales Certification Course

Completing the banking sales online course, opens doors to a variety of career opportunities in the financial and banking sector. With your skills in communication, product knowledge, digital tools, and customer handling, you’ll be prepared to take on roles that contribute directly to sales, service, and client engagement in banking. Here are the top career paths available after the course:

• Sales Officer: A sales officer drives the sales of banking products such as credit cards, loans, and savings accounts through field visits or incoming leads.
• Loan Processing Officer: A loan processing officer handles the paperwork, documentation, and verification process for personal or business loan applications, ensuring everything is accurate and complete.
• Sales Executive (Banking Products): A sales executive promotes and sells banking services like insurance, savings accounts, and investment plans to new and existing customers.
• Voice Process Executive: A voice process Executive manages customer calls, either inbound or outbound, to provide assistance and pitch banking services clearly and professionally.
• Customer Service Executive (CSE): A customer service executive resolves customer issues and helps them with day-to-day banking services like transactions, queries, and service requests.
• Relationship Manager (RM): A relationship manager works closely with high-value clients, offers financial advice, and ensures their banking experience is smooth and satisfactory.
• Banking Associate: A banking associate supports daily bank operations and helps customers with routine tasks such as deposits, withdrawals, and account-related questions.
• Telecaller: A telecaller reaches out to potential customers over the phone, explains banking services, and encourages them to explore suitable products.
• Personal Banker: A personal banker helps customers open and manage bank accounts, assists with transactions, and recommends banking products based on their needs.
• Customer Relationship Officer (CRO): A customer relationship officer builds strong customer relationships and ensures timely support for their banking needs and concerns.
  
  

Top-Notch Preparation that Will Make You Placement-Ready

Want to crack your first job in banking sales with confidence? Internshala’s banking course with placement equips you with the skills and tools needed to excel in the placement season. From real-world case studies to expert guidance and mock interviews, every aspect of the course is designed to make you job-ready:

• Full Course Revision with Doubt Solving: Reinforce your learning through guided revision and expert-led doubt-clearing sessions.
• Bonus Study Material: Access additional learning resources, templates, and tips to strengthen your understanding
• Interview Preparation, LinkedIn Profile & Resume Building: Learn how to create an impressive resume, optimize your LinkedIn profile, and tackle interviews with confidence.
• 25+ Industry-level Case Studies: Gain hands-on exposure by solving real-world banking sales scenarios and applying practical strategies.
• Mock Interviews & Role Plays: Practice sales conversations and client interactions through guided role plays and mock interviews.
• Course Fee: The total fee for the course is ₹25,000.
• What to Expect: You will appear for four vivas during the course, including a Mid-Term Viva, Final Term Viva, and Mock Client Calls.
• Top Hiring Companies: Some of the top recruiters include Kotak Mahindra Bank, Axis Bank, AU Small Finance Bank, IDFC First Bank, Bajaj Finserv, ICICI Lombard, and Tata Capital.
  
  

Accelerate Your Professional Journey with a Banking Sales Course

Internshala’s banking course with placement is designed to prepare you for dynamic roles in the banking and financial services sector. Through real-world training and expert-led sessions, you’ll build the most relevant skills needed to thrive in a sales-driven banking environment. You’ll become proficient in the following key areas:

• Core Banking Systems (CBS)
• Digital Banking
• Client Relationship Management (CRM)
• Product Selling
• Negotiation Skills
• Banking Compliance
• Problem-Solving Skills
• Telecalling
• Collection Management
• Microsoft Excel
• ChatGPT
  
  

Top 5 Reasons Why You Should Enroll in Internshala’s Banking Sales Course

Starting a career in banking sales can feel overwhelming, especially if you’re unsure where to begin. That’s where Internshala’s Banking Sales Course with Placement comes in. It’s designed to guide you step by step, from learning essential skills to landing your first job in the banking sector. Here’s why this banking sales job-oriented course is a great choice for you:

• Beginner-Friendly Curriculum: Start from scratch and master essential banking sales concepts in just a few months. No prior experience required, his course is designed to help anyone get started confidently.
• Flexible & Online Learning: Access pre-recorded sessions anytime and learn at your own pace. Join live classes and doubt-clearing sessions to strengthen your understanding.
• Real-World Skill Building: Participate in mock client calls, role plays, and practical case studies to build confidence and improve sales and communication skills for real job situations.
• Government-Approved Certificate: Receive a certificate from Internshala and the National Skill Development Corporation (NSDC), enhancing your credibility in the job market.