Banking Payments and Financial Services
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Banking Payments and Financial Services
This course is part of NCFM Banking Credit and Investment Skills Specialization
Included with
What you'll learn
Analyze banking operations, treasury functions, and investment management practices effectively.
Apply RBI regulations, CRM strategies, and electronic payment system concepts in banking.
Evaluate financial inclusion, microcredit, and technology-driven banking service models.
Skills you'll gain
- Financial Regulation
- Bank Regulations
- Customer Relationship Building
- Investment Management
- Investments
- Regulatory Compliance
- Financial Services
- Payment Systems
- Merchant Services
- International Finance
- Financial Inclusion
- Banking
- Technology Strategies
- Customer Relationship Management
- Regulatory Requirements
- Banking Services
- Payment Processing
- Customer experience improvement
Details to know
June 2026
15 assignments
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There are 4 modules in this course
Learn how modern banks manage investments, treasury operations, electronic payment systems, and customer-focused financial services in today’s technology-driven banking environment. This course provides practical knowledge of banking operations, RBI regulations, treasury management, payment systems, CRM strategies, and financial inclusion initiatives used in modern banking institutions.
The course begins with banking investment foundations and regulatory frameworks, helping learners understand bank investments, treasury functions, RBI reserve requirements, investment policies, and valuation norms used in banking operations. Learners will develop a strong understanding of how banks manage liquidity, compliance, and financial resources effectively. As the course progresses, learners explore banking operations, payment systems, and financial services, including foreign exchange operations, clearing systems, electronic payment methods, merchant banking, remittance services, and mutual fund operations. The course explains how digital banking services support operational efficiency and customer convenience. Advanced modules focus on customer-centric banking strategies, CRM practices, customer segmentation, competitive banking approaches, and Banking Ombudsman systems. Learners will understand how banks improve customer relationships and service quality in competitive financial markets. The course also covers banking technology, outsourcing practices, financial inclusion initiatives, Self-Help Group (SHG) models, and operational efficiency strategies that support inclusive and technology-enabled banking systems. What makes this course unique is its comprehensive industry-focused approach that combines treasury operations, payments, banking technology, CRM, and financial inclusion into one structured learning experience. By the end of the course, learners will be able to confidently analyze banking operations, evaluate financial services, understand digital payment systems, and apply practical banking concepts in modern financial environments.
Learn the fundamentals of bank investments, investment policies, RBI reserve requirements, treasury operations, and investment valuation norms used in banking institutions.
What's included
7 videos4 assignments
7 videos•Total 37 minutes
- Introduction to Bank Investments•4 minutes
- Investment Policy•8 minutes
- Statutory Reserve Requirements•5 minutes
- Non Slr Investments and RBI Guidelines•6 minutes
- Statutory Prescriptions•5 minutes
- Investment Classification and Valuation Norms•6 minutes
- Treasury Management•4 minutes
4 assignments•Total 60 minutes
- Banking Investment Foundations & Regulatory Framework•30 minutes
- Fundamentals of Bank Investments•10 minutes
- Regulatory Reserve Requirements•10 minutes
- Investment Valuation & Treasury Operations•10 minutes
Explore foreign exchange operations, clearing systems, electronic payment methods, merchant banking, remittance services, and mutual fund operations in modern banking.
What's included
7 videos4 assignments
7 videos•Total 50 minutes
- Foreign Exchange and Government Services•7 minutes
- Paper Based Clearing System•11 minutes
- Electronic Payment Systems Part 1•6 minutes
- Electronic Payment Systems Part 2•7 minutes
- Nri Remittances and Para Banking Activities•4 minutes
- Primary Dealership and Merchant Banking•9 minutes
- Mutual Funds and Pension Funds•5 minutes
4 assignments•Total 60 minutes
- Banking Operations, Payments & Financial Services•30 minutes
- Foreign Exchange & Clearing Operations•10 minutes
- Modern Electronic Payment Systems•10 minutes
- Specialized Banking & Investment Services•10 minutes
Understand customer-focused banking services, CRM practices, competition strategies, customer segmentation, and Banking Ombudsman systems used in retail banking.
What's included
7 videos4 assignments
7 videos•Total 52 minutes
- Other Para Banking Activites•11 minutes
- Strategy For Expanding Customer Base•9 minutes
- Services to Different Customer Group Part 1•6 minutes
- Services to Different Customer Group Part 2•5 minutes
- Competition Among Banks•6 minutes
- Crm and Banking Ombudsman Scheme 1•7 minutes
- Crm and Banking Ombudsman Scheme 2•7 minutes
4 assignments•Total 60 minutes
- Customer-Centric Banking & Competitive Strategies•30 minutes
- Expanding Banking Services•10 minutes
- Serving Diverse Customer Segments•10 minutes
- Competition & Customer Relationship Management•10 minutes
Analyze banking technology, outsourcing practices, financial inclusion initiatives, SHG models, and operational efficiency strategies in the banking sector.
What's included
4 videos3 assignments
4 videos•Total 31 minutes
- Technology•7 minutes
- Outsourcing Of Non Core Activities•6 minutes
- Financial Inclusion- Initiatives By RBI•10 minutes
- Financial Inclusion- Micro Credit and Shg•8 minutes
3 assignments•Total 50 minutes
- Technology, Outsourcing & Financial Inclusion•30 minutes
- Technology & Operational Efficiency•10 minutes
- Financial Inclusion Initiatives•10 minutes
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