Banking and Finance

Post Graduate Program in Relationship Management (PGPRM)

Course Details

This programme is immersive and provides you with a realistic experience of working with customers, products, processes, and systems of ICICI Bank. Below is a summary of the key modules.

Strong Sales Mindset:

• Understand the link between Bank and customers
• Believe that your role can create value for customers through selling ICICI Bank products
• Understand the art and science of Sales
• Confidently drive sales conversations with customers

Sales and Digital Skills:

• Learn to acquire new customers by selling ICICI bank products
• Learn probing skills for need identification
• Learn to resolve varied customer needs by pitching ICICI Bank Products
• Learn to guide customers on digital sales, channels & adoption
• Confidently interact with customers on the phone, in-branch, and at their home/office

Relationship Building:

• Understand customers and their family to identify opportunities to enhance relationship value
• Learn to cross-sell and upsell based on customer need
• Acquire knowledge of ICICI Bank and third-party products to offer the right solutions
• Learn to resolve common customer queries

Service With Compliance:

• Learn to service customers with a compliance mindset
• Handle common customer issues using branch processes
• Utilize common systems through the customer life cycle
• Display a sales mindset while servicing

Program in Relationship Management for Under Graduates (PRMUG)

Course Details

This programme is immersive and provides you with a realistic experience of working with customers, products, processes, and systems of ICICI Bank. Below is a summary of the key modules.

Strong Sales Mindset:

• Understand the link between Bank and customers
• Believe that your role can create value for customers through selling ICICI Bank products
• Understand the art and science of Sales
• Confidently drive sales conversations with customers

Sales and Digital Skills:

• Learn to acquire new customers by selling ICICI bank products
• Learn probing skills for need identification
• Learn to resolve varied customer needs by pitching ICICI Bank Products
• Learn to guide customers on digital sales, channels & adoption
• Confidently interact with customers on the phone, in-branch, and at their home/office

Relationship Building:

• Understand customers and their family to identify opportunities to enhance relationship value
• Learn to cross-sell and upsell based on customer need
• Acquire knowledge of ICICI Bank and third-party products to offer the right solutions
• Learn to resolve common customer queries

Service With Compliance:

• Learn to service customers with a compliance mindset
• Handle common customer issues using branch processes
• Utilize common systems through the customer life cycle
• Display a sales mindset while servicing

Priority Banking Programme

Course Details

This is an immersive course, which means that the learners will perform tasks of similar complexity, as they would face in the PBRM role. Learners will study the business environment through business newspapers, best performing MFs, bonds, stocks, and other instruments to prepare a report. Learners will be working on agile projects and will undergo extensive practice to get the experience and confidence to perform the role.

Term 1 (12 weeks)

• Banking Processes & Products I
• Management Accounting & Control
• Marketing
• Economics
• Managerial Communication
• Business Statistics
• Commercial Banking I
• Indian Financial System (IFS)

Term 2 (12 weeks)

• Financial Planning & Wealth Management
• Customer Relationship Management
• Financial management
• Banking Processes & Products II
• Commercial Banking II
• Digital Banking
• Selling Skills and Relationship Management
• Investment Analysis & Portfolio Management

Term 3 (6 weeks)

• Internship of 1 month
• Refresher program for 15 days (Online)

Term 4 (18 weeks)

• On the Job Training

Virtual Sales and Relationship Management Program

Course Details

This program, co-designed by Axis Bank and NIIT IFBI, is immersive and provides you with realistic experience of working with customers, as a Virtual Relationship Manager or Virtual Acquisition Manager. The program will extensively engage you in role plays, case studies, personas-based problem solving and assignments to get you ready for the job role. Expert faculty act as mentors throughout the learning journey.

Introduction to BFSI and Retail Banking

• Overview of banking, financial service and insurance industry
• Retail banking products and processes

Customer Relationship Management

• Service quality
• Effective customer conversations
• Managing customer relationships
• HNI customers

Selling Skills

• Sales Process
• Preparing
• Call Opening
• Making a pitch
• Cross selling
• Virtual Selling Skills

Axis Bank Products & Processes

• AXIS Bank products and processes
• Types of customers
• Digital banking
• Premier banking

Grooming & Communication

• Listening skills
• Transitions and Paraphrasing
• Logical Reasoning
• Grammar
• Tone and Intonation
• Vocabulary

Professional Skills

• Business Etiquette
• Positive Attitude
• Taking Ownership and initiative
• Managing emotions using Emotional Intelligence techniques