Retail Banking & Customer Relationship Management
Retail banking is the part of a bank most people actually see: the branch, the savings account, the home loan file, the person at the counter. This course takes you behind that counter. You will learn how a bank earns money from retail customers, what each product is really for, and why the relationship manager's job is far more about judgement than selling.
- Foundational
- 6 modules
- Self-paced
- Certificate on completion
- Taught in English
Who this course is for
Graduates preparing for their first branch or frontline banking role
New joiners who want to understand the business before their first appraisal
Professionals moving into BFSI from another sector
What you will learn
- How a bank actually earns from a retail customer, and why CASA matters so much to a branch
- What each core retail product does: savings, current, fixed and recurring deposits, and where each one fits a customer's situation
- How a retail loan file moves from enquiry to disbursement, and what the bank is checking at each step
- What KYC is protecting the bank from, and why the counter is the institution's first line of defence
- How to read a customer's needs without pushing a product that does not fit
- The service standards and grievance process a frontline banker is expected to know
Module by module.
Tap a module to see what it covers.
06
6 modules
Deposits, lending, fee income and the spread between them. Why a current account is worth more to the bank than a fixed deposit, and what that means for how branches are measured.
Learn on your schedule, on any screen.
Video lessons at your pace
Short lessons you can pause and pick up whenever you like.
A quiz after each section
A quick check at the end of every section shows what has stuck.
Progress saved for you
Start on your phone, carry on from your computer. Your place is kept.
Protected videos
Lessons stream only inside the learning portal, watermarked to your account.
Three ways to take this course.
The tiers differ in what is included, not in the core teaching.
Taking more than one course? Bundles save you up to 30 percent.
See bundlesFinish the course. Earn the certificate.
Students are certified upon successful completion of their courses. The certificate records the course you completed and the level it sits at.
BankShaala
Retail Banking & Customer Relationship Management
Foundational
Questions about this course
Yes. This is a foundational course and assumes no banking background. It starts from how a bank earns money and builds up from there.
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Educational content, not financial advice. Regulations and product features change; verify current details with the institution or regulator.