CASA Skill Development Program
- Banking and Finance Courses, Certification Courses
- 874 (Registered)
Gain the skills to work as a bank Sales Officer who can make great sales pitches and bring more customers. You are just a step away from reaching your goal. Join the CASA certification course at SkillSchool and become job-ready.
Duration: 20 Days
2 Hours /per Day (Monday to Friday): 40 Hours Total Course Tenure
16 Hours Course Content and 24 Hours Soft skills and interview preparation
Industry-experienced trainers: Experts with years of experience in banking as mentors
Industry-Based Curriculum
24/7 Assistance
Soft Skills Training: Overall skill development
Job Preparation Support: Resume writing activities and Mock Interviews
Program Overview
Learn the fundamentals of CASA to become a bank sales officer. Through this twenty days programme, you will learn the importance of CASA in strengthening banking relationships and sourcing CASA business. Our expert instructors will take you through comprehensive learning, beginning with basic inputs and fundamentals of CASA and several other tools and strategies for sourcing more business. This program is a great opportunity for fresh graduates looking for banking job opportunities.
As a Bank Sales Officer, you acquire new market accounts by selling bank products and insurance. This demands solid knowledge of CASA products, ensuring compliance with banking norms like KYC, etc.
At the SkillSchool CASA Certificate Course, you will learn comprehensively about CASA products, payment products like NEFT & RTGS, ECS, etc, types of account holders, strategies for making the right sales pitch and sourcing accounts from multiple customer profiles. Our course is designed to prepare you to be job-ready from the first day by including mock sales and practicals.
Course Content
Retail Banking Professional Program Curriculum
Chapter 1 - What is bank and how do bank works? What is the history of banking in India and its phases?
- Definition of bank.
- How bank works?
- History of banking in India.
- Different phases of banking in India.
Chapter 2 - Different types of banks and banking in India and services provided by these banks.
- Various types of banks in India.
- Services and usage of these banks.
- Various types of banking in India.
Chapter 3 - Different types of bank accounts, their usage, documents required & KYC.
- Various types of bank accounts and their features.
- Process and documents required for opening and closing of accounts.
Chapter 4 - What is CASA? How it works and its benefits?
- Definition of CASA.
- Working of CASA.
- CASA benefits to banks and customers.
Chapter 5 - Difference between CASA and Savings & Current account? CASA Ratio and its calculation.
- Difference between CASA and Savings account.
- Difference between CASA and Current account.
- CASA Ratio.
- Calculation of CASA.
Chapter 6 - Types of negotiable instruments, money transfer modes.
- Various types of negotiable instruments used in banks.
- Traditional to new money transfer modes.
Chapter 7 - Plastic money & internet banking
- Definition and features of plastic money.
- Need and scope of plastic money.
- Definition and features of internet banking.
- Types of internet banking.
Chapter 8 - Plastic money advantages and precautions.
- Advantages of plastic money and precautions to prevent any fraud.
- Advantages of internet banking and precautions to prevent any fraud.
Become a Certified Banking Professional
40-Hour Online Course
Attend CASA skills development online classes and develop market-ready skills from the comfort of your home.
A Blend of Theory and Practical
Engage in 16 hours for course theory and 24 hours for soft skills and interview preparation. Develop core CASA skills conveniently and flexibly with a 20-day online course.
Industry Relevant Curriculum
A curriculum designed in collaboration with industry experts to give you result-oriented training.
Experienced Faculty
Get trained under senior banking professionals known for their industry experience and exceptional knowledge.
Skill Workshops
Develop excellent sales skills through master workshops conducted by expert instructors.
24/7 Support
Get one-on-one support for any questions and queries throughout the course.
Practical Activities and Workshop
Gain all-round development from skills to interpersonal qualities to become industry-ready.
- Candidates must possess Bachelor’s Degree from a recognised University or Institution with a minimum of 50% marks.
- Candidates must have Good academic record with a minimum of 50 per cent in their 10th and 12th grade.
- Candidates must have some basic knowledge about computer skills.
- Experience in handling customer services or sales is desirable.
- Age limit of students must be between 20 to 30 years, with 30 being the maximum age.
This course is open to:
Program Outcomes
Learners will develop skills fundamental for acquiring clients and building relationships and become capable of performing cost-effective micro-marketing activities.
Learners will develop the capacity to cross-sell various banking products to target customers and quality-sourcing accounts from different avenues. Learners will be adept at linking UPI, activating accounts opened, increasing Wallet Share, managing portfolios, etc.
Have excellent sales and networking skills making you a competitive candidate in the job market.
Earn soft skills critical for the Bank Sales officer, like critical thinking, problem-solving, communication and listening skills, decision-making skills and excellent negotiation.
Earn the potential of building and maintaining strong internal and external relationships with Small and Medium Enterprises.
Develop core competencies and become a target-oriented Sales officer.
Program FAQs
Learners after completing the CASA Skill Development program may look forward to landing a job in the following positions:
- Retail Banking Sales Executive
- Customer Service Executive
SkillSchool welcomes every fresh graduate and working professional to the CASA Skill Development Program. While there is no specific educational background required to be enrolled in the program, the candidate must have a minimum bachelor’s degree.
The CASA Skill Development program at SkillSchool will run for 20 Days. Classes will be held daily for two hours each. The entire 40-hour program will consist of 16 hours of engagement with course theory and 24 hours of soft skills and interview preparation.
CASA is an acronym for Current Account Saving Account. It is a win-win method for both customers and banks. It offers the combination of the features of both a Current Account and a Savings account. While banks incentivize customers to deposit money in their CASA accounts which can be withdrawn or liquidated whenever the customer needs it, CASA helps banks improve their CASA ratio enabling banks to generate low-cost funds, as well as to serve as loan amounts to their end customers.
CASA has both Savings accounts and current accounts. Customers receive interest for depositing and keeping money in their CASA account. However, the interest rate for CASA is slightly lower than that of a regular Savings account. Yet, in CASA customers get both the features of a savings account as well as Current accounts.
Students at the CASA Skill Development program will be trained by industry experts and experienced banking professionals who are known for their prowess in the banking industry.
The SkillSchool CASA Skill Development program is a completely online program and can be attended from any location. Our program is designed and developed to impart quality training without the limitations and constraints of geographical location. Any interested candidate from any city can enrol in the program and be a part of this short-term program designed to prepare you for the job.
The CASA Skill Development programme at SkillSchool will cost a total of ₹ 30,000.
CASA is one of the major components of the Indian Banking system. It is also one of the most sought-after skills in banking, given how banks actively working to improve their CASA Ratio. You can expect to join Banks as a sales officer once you complete the course.
Yes, SkillSchool will provide you with a certification upon the successful completion of the course.
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