Certification in Branch Operations | Retail Banking Operations Courses

About
Certification in Branch Operations

The CBO (Certification in Branch Operations) program at Imarticus is especially designed to offer comprehensive understanding of the branch operations of a retail bank. Aspirants learn about the critical functions a bank performs to acquire, engage and retain customers through hands-on training on domain knowledge and soft skills needed by new age banking professionals.

Investment Banking Courses in India: Imarticus
Why Branch Operations?
Why Branch Operations?
Why Branch Operations?
WHAT IS BANKING OPERATIONS?

Banking operations is that department of a bank that is responsible for the daily legal transactions of a bank like providing loans, mortgages and investments, depending on the focus and size of the bank. One of the most important functions of the operations department is to control and manage the trade processes of a bank and of the other branches of that bank. Since there are thousands of transactions taking place every second, this job has become incredibly complex.

Banking operations make sure banks’ processes and transactions are executed correctly, while minimizing risk and maximizing quality of service. The banking operations function also acts as a watchdog for the bank and oversees the regulatory requirements of the banks. Although this is a non-revenue generating function, this function is highly critical to the profitable functioning of a bank. Stream-lined banking operations can feed billions of dollars into a bank’s bottom line.

WHY THIS IS A CRITICAL FUNCTION?
BOOMING CAREER OPTION

The Indian banking industry is expected to hire as many as 85,000 candidates over the coming years, and the bulk of this demand will come from retail banks. Operations, as a function, requires specialized knowledge and skillsets. Yet there is a serious shortage of candidates with the right skillsets with over 5,300 vacancies for branch and bank operations professionals on Naukri (Oct, 2016). There is a large current as well as the future demand for trained manpower in this domain.

Program Highlights
Program Highlights
Program Highlights
COMPREHENSIVE COVERAGE

The program includes comprehensive coverage of the frameworks and processes governing the Operations function in the banking industry. Topic covered include accounting basics, the Indian financial system, banking services, branch operations, rural banking, security, role of technology as well as regulatory frameworks. We also offer dedicated modules on banking software, personal development, and customer service excellence to create truly well-rounded professionals ready to enter the workforce.

The program provides an edge through our unique case study methodology focusing on real life business scenarios and case studies from Indian banks. We don’t just teach – we bring the topic to life through class discussions, examples and anecdotes, information sharing as well as hands-on practice exercises. The program will feature interaction with guest lecturers who have made a career in Bank Operations, which will deepen your understanding of the concepts taught during the program.

EXPERIENTIAL LEARNING
CERTIFICATION

The program is endorsed by leading retail banks ensuring that the content, teaching methodology and faculty have met the highest standards globally. At the end of the program, you will earn a prestigious Branch Operations certificate, which comes with the industry’s seal of approval and will enhance your resume by showcasing a key skill required in this competitive space.

In addition to your classroom sessions, our state of the art online learning portal centralizes your learning with 24/7 access to study material, learning aids and tests. The online portal facilitates and promotes faculty and students spread across locations to connect, collaborate and share information; and offers learning analytics and corrective paths for improved learning.

24/7 LEARNING
PLACEMENTS

The Imarticus Career Assistance team is committed to providing you with the best career opportunities after you graduate. We help bring out the inner banker in you through resume building sessions, mock interviews and mentoring. We also share relevant job openings from our extensive corporate network, preparing you for successful careers in leading retail banks and financial advisory firms.

Curriculum
Curriculum
Curriculum

The 180-hour program is created keeping in mind the demanding requirements of the banking industry to ensure a high degree of relevance and on-the-job applicability.

Download Curriculum

Semester 1 – Overview of Retail Banking (93 Hours)
Basics of Banking [4 Hours]
Capital Markets [6 Hours]
Accounting and Financial Mathematics for Bankers [5 Hours]
Bank Lines of Business [8 Hours]
Fundamentals of Consumer Lending [6 Hours]
Core Communication Skills [2 Hours]
Written Communication [2 Hours]
Retail Banking [6 Hours]
Retail Banking – Lending Products [5 Hours]
Retail Banking – Deposit Products [5 Hours]
Retail Banking – Other Services [10 Hours]
Banking Operations – Payments [10 Hours]
Banking Operations – Investment Operations [10 Hours]
Business Etiquette Training [10 Hours]
Interpersonal Skills [2 Hours]
Semester 2 – Advanced Operations and Service Excellence (87 Hours)
Business Banking [3 Hours]
NRI Banking [3 Hour]
Mutual Fund Advising [9 Hours]
Other Banking Operations [3 Hours]
Treasury Functions [4 hours]
Regulatory Framework [8 hours]
Rural Banking and Banking law [3 hours]
Selling Skills [3 hours]
Negotiation Skills [3 hours]
Sales F2F [4 hours]
Customer Service Management [4 hours]
Telephone & Email Customer Service [4 hours]
handling angry customers [3 hours]
New Age Banking [2 hours]
Technology and Security [2 hours]
Ethical Issues for Bankers [2 hours]
Business Intelligence [8 hours]
Simulations [8 hours]
Interview and Resume Preparation [5 hours]
Mock Interviews – HR and Domain [5 hours]
Career Path
Career Path
Career Path

Career Path

WHY CHOOSE THIS CAREER?

Domain Expertise:

Become part of one of the fastest growing sectors in India and develop in-depth knowledge of the end to end retail banking landscape, branch operations, and Compliance and Regulatory frameworks. Deal with high-net worth clients, and learn about bespoke financial product structuring and financial advisory.

High Growth Career:

Unique opportunity to step into a high-growth managerial career, which gives you an opportunity to make a direct contribution to the top line of the bank, as you deploy and implement unique customer acquisition and retention strategies. Become a branch manager in a period of 4 years.

Placements
Placements
Placements

At the end of this 180-hour program, eligible* candidates will be placed in sales, relationship management and branch operations roles across Indian and global retail banks and financial advisory firms. Job roles on offer include Branch Banking Officer, Front Office Sales Executives or Customer Relationship Managers in Executive to Managerial positions in the following types of organizations:

  • Leading private sector banks like ICICI Bank, Yes Bank, Axis Bank, ING Vysya Bank, HDFC Bank, Kotak, Indus Ind Bank
  • Non-Banking Financial Companies like Aditya Birla Financial Services, Tata Capital, Religare, LIC of India, India Bulls, Muthoot Finance, Aviva, Max New York
  • Finance Advisory companies like IndiaInfoline, Anand Rathi and Motilal Oswal

The Career Assistance team at Imarticus provides 100% support and mentoring opportunities throughout the program to ensure you are job-ready by the time you complete the program. This support includes:

csas-freshgrads
Resume Building

Refining and polishing your resume with insider tips to help you land your dream job

csas-freshgrads
Interview Prep

Preparing you to ace HR and Technical interview rounds with model interview questions and answers

csas-freshgrads
Mock Interviews

Preparing you to face interview scenarios through 1:1 and panel mock interviews with industry veterans

csas-freshgrads
Leads and References

We help you with leads and references of opportunities available in this space.

*In order to be eligible for placement, candidates need to clear all Imarticus assessments and mock interviews with at least 60% grades, and maintain an average attendance of at least 80% in each of the semesters.

Admissions
Admissions
Admissions
The Branch Operations program is ideal for:
csas-freshgrads
Recent Graduates and Post Graduates

Bachelors (BBA/BCom), MBAs, CAs

csas-seekers
Experienced Professionals

In the Banking and Sales sector

csas-experienced
Job Seekers and Career Changes in the Finance domain

With less than four years of experience

(*) – No charge if done physically at the center

Admission Process:

Imarticus has a rolling admission process involving an initial assessment followed by a personal interview.

There are two methods by which you can enroll:

Physical Enrollment

Walk into our Imarticus centers for a personalized counseling session by our trained counselors, which will be followed by a written assessment and an interview.

Online Enrollment

Please click below to fill in the online assessment form. To start off, you pay the assessment fees of Rs.300*. Upon payment, please call us to receive your assessment link. After clearing the online assessment, you will be invited to interview with us either physically or by phone.

Upon successfully clearing the assessment and the personal interview, you can register and enroll in the next Branch Operations program.

Hone the skills needed by new-age banking professionals

Download E-Brochure

Placement Statistics

76%

Total

Placed

73%
5%
25%
65%
5%
<2 Yrs
Work Experience
Others
MBA Finance
Graduates
CA

76% Total Placed

5% CA

65% Graduates

25% MBA Finance

5% Others

73% Work Experience

Areas Placed

Customer Service

Cards

Business Development

Loans

Branch Operations

Market Intelligence

Cash Management

Mutual Funds

Deposits

MIS

Branch Operations

Business Development

Customer Service

Loans

Cards

Deposits

Cash Management

Market Intelligence

Mutual Funds

MIS

End-to-end understanding of banking operations

Enroll now

Testimonial

  • Amee Rathod
    My experience with Imarticus was amazing. From the trainers to the other faculty, everyone were so helpful and I had a really memorable time learning from this institute. Imarticus helped me getting placed. Can’t thank enough to Imarticus for such an opportunity.
  • Aditya Loyalekar
    The best place to learn everything about finance, the place where you can develop yourself in order to have a good understand about financial sector. I came to know what are my strength, weakness and how to overcome them.

Trainer Profile

  • Jyoti Thimmappaiah

    Jyoti Thimmappaiah

    Jyoti has over 14 years of banking experience in various positions of increasing responsibility. She has worked for E-Serve International Ltd. as the Regional Manager and later moved on to HDFC Bank for 8 years as Deputy Vice President where she was responsible for ensuring that the prescribed service excellence standards and business goals of the Unit are consistently achieved for over 300 staff members. She has also won various HR awards for the best revenue generator for the insurance business. Her areas of specialization are Customer Service, Retail Banking, Target Orientation, and Sales Management. Jyoti is an M.Com in Banking from KSOU, Mysore.
  • Ajith Valiya

    Ajith Valiya

    Ajith comes with over 12 years of experience in the banking and financial services industry and has been associated with organizations such as ICICI Bank, HDFC Bank, Kotak Securities and ING Investments. During his tenure he has handled leadership roles and profiles spanning multiple functions such as product management, Marketing and business development & Service Quality. He has deep insights and expertise in retail banking, branch operations & wealth management. He also has excellent knowledge in prospecting new clients, selling skills and process transformation.
  • R Sundararaman

    R Sundararaman

    Sundararaman is a visiting faculty for Southern India Regional Council of Institute of Company Secretaries of India, Chennai & for IIBF, Chennai and other study centres conducting classes for JAIIB, CAIIB, ACS and other professional examinations. He has worked at Canara Bank for 31 years. Prior to that, He has worked as Assistant General Manager – Credit Department at City Union Bank Ltd. He specializes in branch operations, banking law and practice, banking operations, retail banking, company law and economics. He has conducted onboarding programmes for new recruits for many leading private sector banks. Sundararaman is B.Sc., C.A.I.I.B., and A.C.S. certified.

Program

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Learn about the differences between retail banking and investment banking.

Learn about retail banking, product offerings and trends in retail banking in this insightful presentation.

Branch managers need to have a good foundation in finance and accounting. Learn about the basics of financial statements such as balance sheets, P&L accounts and cash flow statements.

Customer relationships are critical to the role of branch operations managers. Learn about trends in customer service in this interesting read.


Industry Overview

The Imarticus Finance Industry wheel© details the entire gamut of roles in Investment Banking & Capital Markets right down to specific functions. Use the wheel to identify your areas of interest by clicking on the wheel and expanding the specific areas.

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