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Advance Diploma in Banking Sales Representative

Rs.3,500.00 Rs.1,750.00

Direct Sales Representative (Banking) develops new business prospects in specific geographic areas through cold calls. Interacts with existing customers to increase sales of the bank’s products and services.


Course Name: Advance Diploma in Banking Sales Representative

Course Id: ADBSR/Q1001.
Education Qualification: 12th Pass.
Course and Exam Fee: 3500.

How You will Get Diploma Certificate:

Step 1- Select your Course for Certification.

Step 2- Click on Enroll Now.

Step 3- Proceed to Enroll Now.

Step 4- Fill Your Billing Details and Proceed to Pay.

Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.

Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 6- After Payment You will receive Study Material and Online Examination link on your email id.

Step 7- After Completion of  Course Study give Online Examination.

Step 8- After Online Examination within 7 days you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign) within 30 days.

Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.

Online Examination Detail:

Duration- 60 minutes.

No. of Questions- 30. (Multiple Choice Questions).

Maximum Marks- 600, Passing Marks- 40%.

There is No Negative marking in this module.

Benefits of Certification:

  • Government Authorized Assessment Agency Certification.
  • Certificate Valid for Lifetime.
  • Lifetime Verification of Certificate.
  • Free Job Assistance as per your Interest Area.

Or You Can Fill below Enquiry form For Regular Course Training from our Training Centers located in India.

Student Course Enquiry Form



Advance Diploma in Banking Sales Representative
Name of PaperM. Marks Pass Marks
Practices and Principles of Banking10040
Banking Law and Practice10040
Banking Products and Services10040
Strategies for Banking Risk and Marketing Management10040
Principles and Practices of Banking and Sales10040
Customer Relationship10040


Practices and Principles of Banking

Banker – Customer Relations – Different Deposit Products – Mandate and Power of Attorney – Banker’s Lien – Right off Set off – Payment and Collection of Cheques – Duties and Responsibilities of Paying and Collecting Banker – Protection available to Paying and – Collecting Banker under NI Act – Endorsements – Forged Instruments – Bouncing of Cheques and their implications, Indian Financial System, Functions of banks, Banking Technology, Support Services – Marketing of Banking Services/ Products, Ethics in Banks and Financial Institutions, Indian Financial System- An Overview, Banking Regulation.

Banking Law and Practice

Regulatory Framework and Compliances, Legal Aspects of Banking Operations, Banking Related Laws, Banker – Customer Relations, Loans and Advances, Securities for Banker’s Loans, . Financial Analysis of Banks, Introduction; Role of financial analysis in financial management; Techniques of Financial Analysis; DuPont Model of Financial Analysis; Special issues in Financial Analysis of Banking Industry, Financial System Contemporary and Emerging Issues: An Overview, International Banking Management, Electronic Banking and IT in Banks, Risk Management in Banks.

Banking Products and Services

Practices And Principles Of Banking, Banking Environment And Operations, Banking Law And Practice, Banking Products and Services, Strategies for Banking Risk and Marketing Management, Mutual Fund Agent, Mutual introduction, Understanding self and others, Understanding what is banking history, types of banks in India, Get an overview of banking functions, Intermediary, payment mechanism and financial services, Types of Loans- Retail lending, secured and unsecured, Structure, institution and operating mechanism and its role in Economic Development.

Strategies for Banking Risk and Marketing Management

Definition of marketing, Definition and Classification of Services, Importance of Marketing Mix Elements, Marketing of Banking and Insurance products, Services Marketing Mix strategies for banking and Insurance, Channels of Marketing, Marketing Research- Meaning and Importance, Process of Marketing Research, Types of Marketing Research, Importance of Personnel in Services, Service Quality Model (CAPS model), Managing Service Gaps, Major trends in product support service, Role of Advertisement in Service Marketing.

Principles and Practices of Banking and Sales

Role of RBI, Commercial Banks, NBFCs, PDs, FIs, Cooperative Banks, CRR, SLR; Equity & Debt Market; IRDA, Constitution, Objectives, Functions of RBI; Tools of Monetary Control; Regulatory Restrictions on Lending, Retail Banking- Products, Opportunities; Wholesale Banking, Products; International Banking, Requirements of Importers & Exporters, Remittance Services; Universal Banking; ADRs; GDRs; Participatory Notes, Overview of Capital Market; Stock Exchange; Commonly used Terms; Types of Capital Issues; Financial Products/Instruments including ASBA, QIP; SEBI.

Customer Relationship

Introduction to CRM: Definition and concepts of CRM, Components of CRM, Understanding the goal of CRM and Customer Touch Points, Developing CRM Strategy: Role of CRM in business strategy, Understanding Service Quality: Technical, Functional, and dimensions of service quality, Managing Customer communications, Choosing the right CRM Solution; Framework for Implementing CRM: a Step-by-Step Process: Five Phases of CRM Projects: Development Customizations; Beta Test and Data Import; Train and Retain.


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