Free 30-minute demo class — Class X & XII maths and CAT aptitude, one-to-one, no card needed. Book your slot
Industries · Banking & Insurance

Banking and insurance teams that sell right and serve well.

Job-ready hiring pipelines and training for banks, NBFCs, microfinance, insurers and fintech: sales, service, credit, compliance and branch leadership.

Track recordOur founder trained sales teams for a leading bank-insurance joint venture.

Talk to our Banking & Insurance team

Tell us what you need. We will send a clear proposal.

Who we work with

Built for banking & insurance organisations of every size

Public and private banks

NBFCs and microfinance institutions

Life and general insurers

Fintech and payments companies

What we offer

Four ways we help

Use one, or combine them into a single programme that we run for you.

Corporate training

Branch sales and service, relationship management, credit and collections, compliance and digital-banking programmes.

Managed learning

We plan, deliver and report on your branch and field training across regions.

LMS for your company

A branded portal for product updates, compliance modules and certification for every employee.

Hiring-ready talent

Graduates trained through our 100-hour programme, ready for sales, RM, service and collection roles.

Consulting & research: Sales-process and branch-productivity reviews, training-needs analysis and certification design for regulatory programmes.
Flagship programme

Bank & Insurance Sales Associate — Job-Ready (100 hours)

A 12-day, 100-hour programme that turns fresh graduates into productive sales associates. It starts with an online profile test reviewed by a coach, and ends with a recap test and evaluation.

Duration12 days · 100 hrs
Format90% live, 10% online
AudienceGraduates 18–25
Modules
  1. Induction and online profile test with coach review
  2. Communication: telephone, listening and group skills
  3. Personality, grooming and presentation skills
  4. Banking and insurance products, and the market
  5. Customer orientation and service attitudes
  6. Selling skills: the buying process to closing
  7. Planning and achieving targets, sales reporting
  8. Territory planning, time management and teamwork
  9. Recap test, evaluation and feedback
How we work

The Epigenesis method

Role-based learning that is tied to business results, not just attendance.

Map roles

We list every role and confirm its KRAs and pain points with your business head.

Find gaps

Pre-tests and manager inputs show the skill gaps for each role.

Build paths

Each role gets a learning path: live sessions, e-modules and on-the-job tasks.

Deliver & reinforce

Live batches plus mobile refreshers at day 15 and day 30 on your LMS.

Measure

Post-tests, lead indicators and a monthly dashboard for your leaders.

Roles we cover

From the front line to leadership

Sales associatesRelationship managersTellers & customer service officersLoan officersCredit officersCollection executivesInsurance advisorsBranch managersCluster heads

Hiring-ready talent

We train freshers for these roles and share shortlisted, assessed candidates with you:

  • Bank & insurance sales associates
  • Relationship managers
  • Customer service / tellers
  • Loan & collection officers
Request candidates
The Epigenesis LMS

Your own learning portal, with your logo

Every corporate programme comes with a private portal on our LMS. You get dashboards; we keep it running.

  • Role-based learning paths with pre-tests and post-tests
  • Live classes with automatic recordings
  • Mobile refresher quizzes at day 15 and day 30
  • Manager and HR dashboards, certificates and reports
  • English and Hindi
Your CompanyDashboardLearning pathsLive classesAssessmentsReportsCertificates
Pathsby role
Liveclasses + recordings
Reportsfor managers
Service Advisor Excellence
First-Line Manager Pathway
Safety Leadership
Product update: Q3
Day-30 refresher quizDue
FAQs

Questions leaders ask us

Can’t find your answer? Send us an enquiry and we will reply.

Can you hire and train sales associates for us in bulk?

Yes. We run the 100-hour programme for batches of graduates and share those who clear the final evaluation with you.

Do you cover KYC, AML and fair practice?

Yes. These are part of the relationship manager, credit and collection, and branch leadership programmes.

Can product-update training go on your LMS?

Yes. Your branded portal can host product modules, quizzes and certificates, with reports for each branch.

Do you train NBFC and microfinance field staff?

Yes. The Loan, Credit & Collection Officer Programme is built for field teams.

How is pricing decided?

By number of learners, locations and programme mix. Send an enquiry for a proposal.

Start a conversation

Build a stronger Banking & Insurance workforce

Tell us about your teams, locations and goals. We will propose a programme, a pilot and how we will measure it.

  • Proposal tailored to your roles
  • Pilot batch before scale-up
  • Your branded LMS portal included

Request a proposal

No obligation. Your details stay private.