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.


This programme will help the learners to:

  • Acquire strong customer interaction skills
  • Become hands-on financial analysts
  • Communicate proficiently to initiate and build conversations with a variety of affluent customers
  • Represent the banking industry with sound knowledge of banking products and processes
  • Conduct systematic business planning using Bank’s tools

Term 1 (12 weeks)
 Banking Processes & Products I
 Management Accounting & Control
 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 (12 weeks)
 Guided Internship

Term 4 (12 weeks)
 On the Job Training and Refresher and Performance Coaching

Education Qualification

  • X, XII, and Graduation should be in regular mode (No other mode like Correspondence mode or Distance learning, Vocational, Open schooling is allowed).
  • For the candidates having a gap in education, only up to 2 years of the academic gap is allowed after the 10th, not more than that.

Additional Criteria

  • Work experience: Candidates with a maximum of 3 years of work-ex can apply. Candidates should have a relieving letter from the employer at the time of admission.
  • Mandatory documents: Academic Certificates (X, XII, Graduation all documents,)PAN card, Aadhar Card, Address Proof, Birth Date Proof