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Diploma in Banking & Finance Accounting & Taxation

Diploma in Banking & Finance

This diploma prepares you for the banking and financial-services sector. You'll cover banking operations, financial products, customer service, and the practical skills banks and NBFCs hire for. It's a focused, career-oriented programme for anyone wanting into India's large finance job market.

Duration
4-6 Months
Format
Live 1-on-1
Level
Professional
Certificate
Osian NSDC Tallyly
Overview

What this course is about

Banking work combines customer trust, accurate documentation and an understanding of financial products. The Diploma in Banking & Finance builds that foundation through live one-on-one teaching, using examples from deposits, loans, payments, compliance and personal finance. You will learn how a customer request moves through a branch or service desk and how to communicate terms responsibly. The banking course online suits graduates, after 12th learners, office employees and people preparing for finance-sector pathways.

Lessons can cover savings and current accounts, fixed deposits, KYC awareness, cheque and digital payment processes, lending basics, credit appraisal, interest concepts, insurance and mutual fund introductions. You will read sample forms, identify missing information, calculate simple financial values and practise customer conversations. The teacher also discusses banking terminology, cyber safety and professional conduct, helping you distinguish a useful explanation from an unsupported product claim.

A practical portfolio may include a loan document checklist, a deposit comparison, a customer service script, a simple cash-flow assessment and a compliance awareness note. The programme is educational and does not replace the latest rules, recruitment notice or regulated financial advice. With flexible timings, certificate, placement support, resume guidance, mock interviews and referrals, it provides a structured base for learners targeting entry-level banking operations or finance support work.

By the end

What you’ll be able to do

  • Describe the purpose and workflow of common retail banking products
  • Check sample account opening and KYC documents for missing information
  • Explain deposits, loans, interest concepts and repayment schedules clearly
  • Prepare a basic customer service response for branch scenarios
  • Recognise compliance, privacy and digital banking safety responsibilities
  • Compare a finance role pathway with a realistic learning and application plan
Syllabus

How the course flows

  1. 1
    Accounting FundamentalsWeeks 1–3

    Debits, credits, ledgers and the accounting cycle.

  2. 2
    Company & Voucher EntryWeeks 4–6

    Setting up a company and recording day-to-day transactions.

  3. 3
    GST & TaxationWeeks 7–9

    GST setup, invoicing, input credit and filing returns.

  4. 4
    Inventory & PayrollWeeks 10–12

    Stock management, salaries and statutory deductions.

  5. 5
    Reports & FinalisationWeeks 13–16

    Balance sheet, P & L and finalising the books.

Toolkit

Tools you’ll use

  • Tally Prime
  • GST Portal
  • MS Excel
  • Busy / QuickBooks
  • SAP FICO (intro)
Audience

Who this course is for

  • Graduates preparing for entry-level bank operations roles
  • Students after 12th exploring finance and customer service careers
  • Existing clerical staff moving into banking support work
  • Insurance or loan sales beginners needing product fundamentals
  • Job seekers preparing for banking interview discussions
Where it leads

Roles this opens up

  • Banking Operations Assistant

    Supports account servicing, documentation checks and routine branch processes.

  • Loan Processing Trainee

    Organises application records and assists with preliminary credit documentation.

  • Customer Service Executive

    Explains banking procedures and directs customer requests through appropriate channels.

Questions

Before you enrol

Yes, learners after 12th can build the basic terminology and process knowledge needed for the lessons. Comfort with simple arithmetic and communication will make practice easier.

It develops general banking and finance concepts useful for interviews and exam study. You should match your preparation with the latest official notification, syllabus, eligibility and application rules for the examination you choose.

Yes, guided examples can include document checklists, account servicing requests and loan application stages. Personal customer data is not required for classroom practice.

Banking and Finance focuses on financial institutions, products, customers and operations. An accounting with SAP FICO pathway concentrates more on ledger control, reporting and enterprise finance systems.

No, the introduction uses plain language and focuses on product purpose, risk awareness and responsible communication. It is not a recommendation to buy or sell an investment.

Basic spreadsheets, document handling, email and safe online browsing are helpful. A laptop with a stable internet connection supports live form and calculation exercises.