EducationNest – Envision I Evolve I Empower
The Indian BFSI Sector Requires Agile, Tech-Competent, Compliant Talent
India’s banking and financial services sector is transforming fast, spurred by digitization, fintech disruption in the new age, regulatory changes, and increasing customer aspirations. Be it a private bank, NBFC, cooperative society, or insurance company, competition demands an efficient, future-ready workforce.
But the industry has daunting challenges to overcome:
• Legacy skill sets mismatched with digital-first operations
• Limited financial product knowledge among frontline staff
• High compliance, fraud risk, and changing regulatory requirements
• Challenges in upskilling mid-career professionals for leadership
EducationNest’s BFSI corporate training offerings support financial institutions closing this gap through scalable, high-impact learning solutions.
Our BFSI Training Offerings
Our curriculum integrates regulatory acumen, product competencies, digital finance trends, and customer engagement abilities. We customize every program to your unique team—be it branch banking, customer service, operations, sales, or leadership.
Core Training Themes
Why EducationNest for BFSI Upskilling?
✔️ RBI/IRDA/SEBI Regulation-aligned
✔️ Scenario-Based Learning & Case Studies
✔️ Tier 2/3 City-friendly multilingual content
✔️ Digital Simulations and Assessment Tools
✔️ Trackable ROI on Skills & Performance Metrics
Trained more than 6,000+ financial professionals in 2 years
32% increase in accuracy of customer onboarding
28% increase in cross-sell ratios after training
Decrease in compliance breaches among newly trained teams
Yes. We provide scalable solutions for rural, cooperative, and mid-sized banks and NBFCs.
Yes. We incorporate RBI-directed training modules, KYC/AML, cybersecurity awareness, etc.
Yes. Our LMS, mobile-first content, and WhatsApp-based learning models enable remote branches.
We utilize plain language, videos, local voiceovers, and simulations that reflect real-life scenarios to make learning effective
Yes. We jointly design KPIs with your HR/L&D department and measure results such as cross-sell, lead conversion, and NPA handling.
We issue co-branded certificates with EducationNest and industry associations. Pre-licensing and refresher certifications optionally available IRDA.
Yes. We conduct intensive team leadership, goal monitoring, compliance management, and decision-making programs.
Yes. We create rapid onboarding modules that cut training time by 40–50% for new employees
Yes. Hindi, Marathi, Bengali, Tamil, and others by request.
We provide hybrid formats: classroom, virtual, LMS-based, mobile, or even hybrid WhatsApp learning.
Book a training strategy call or review our BFSI learning catalog customized to your organization’s objectives