Personal Banker

Be a Personal Banker

Is Banking & Finance professional a dream come true for you?

While you manage people’s money & finance matters, what is the most important thing which matters for you is your status, package & brand you work with. This industry provides you all only if you know all about Banking and Finance.

50% off at 16,667/-

According to the RBI, bank credit and deposits stood at Rs. 108 trillion (US$ 1.5 trillion) and Rs. 149.6 trillion (US$ 2.1 trillion), respectively, as of March 12, 2021.

#What You Will LEARN

Program Outline

  • Introduction to Retail Banking
  • Principles and Practices of the Banking Industry
  • Bank Finance Management
  • Opening and operating deposit account
  • Remittance methods
  • Lending principles
  • Negotiable instruments
  • Risk Management
  • Digital Banking
  • CRM and Grooming

#What You Can ACHIEVE

Program Outcome

After completing this program, the trainee will be able to:

  • Understand retail banking instruments
  • Evaluate, authorize, or recommend processing of account opening applications for people and businesses.
  • Compile the sale application file
  • Perform preliminary checks
  • Deal with processes for lending
  • Client management


Program Highlights​

Mode:   Online
Certification:   Endorsed by Industry
Total duration: 
40 hrs
Program delivery schedule:   
Mon-Fri / Sat-Sun
Delivery hours:   
2 hrs (every training day)
Eligibility Qualification:   
12th / Graduate


Prepjob Advantage

50% off at 16,667/-

#Featured Video

#Contact Us

# Meet your Trainer​


Preeti is NSQF Certified trainer in Finance. She is an experienced professional and have deep knowledge in dealing with Banking and Finance Industry. She has 10yrs of working experience in BFSI skill development roles & imbibes a strong command on her training to benefit students in their career progression. She has handled placement processes with reputed private banks for job placement of the trainees.

What our student speaks

I am presently working with Axis Bank as personal banker. I have undertaken career program at PrepJob and it directly has impact in my selection process while being interviewed. Great work my trainer, it seems.
BFSI Student
Loan/Lending Executive
Starting Salary: 2.5-3.5 Lac/annum
Read More
There is huge requirement of loan and lending executive in the role of Relationship managers, Investment consultants, Loan or Mortgage Consultant, Sales Manager, BDE, CSE or Tele-financial advisors. It demand understanding of financial instruments other than banking instruments, market dynamics, investment portfolios, loan processes etc. It provides ample opportunity to candidate to grow in NBFC sector.
Personal Banker
Starting Salary: 2.5-4 Lac/annum
Read More
This job demands good knowledge of banking instruments and strong command in communication. The entry level is minimum graduate preferably from commerce background. It requires you to deal with all banking roles like teller, sales, operations, cashier or relationship manager. Personal Bankers are in high demand in Banking sector and offered lucrative career progression based on performance and KPIs.
Account Executive
Starting Salary: 1.5- 2.5 Lac/annum
Read More
This is a role to manage accounts, ledger, cash flow and P&L. This deals with accounting operations, understanding related software and compliance requirements. It involves candidate to do accounts and finance related work for the employer. It does not involve client liaison as this role is mostly performed for the hiring company or its associated companies.

#Top categories

Popular Learning Topics

Excel Learning



Branch Banking


Supply Chain

Customer Support

Shopping Cart