Understand the career options in banking and finance

2. Function Tracking of Money Management of Money
Job Bookkeeping & Reporting Getting funds & investing
Skill Prepare Financial Statement Analyse Financial Statement
Aptitude Procedural Analytical
Personality Accountable Inquisitive
Point of View Backward Looking Forward Looking
Large Employers Accounting Firms & Corporate BFSI & Corporate
Function Choice

3. Employer Choice
Corporate / MSME
Business
(2:100)
Financial Service
Providers
(90:100)
BFSI
Accounting
& Audit
KPO

4. Banking, Financial Service, Insurance (BFSI)
Retail
Banking
Commercial
Banks
Payment &
Small Finance
Banks
NBFC &
Housing
Finance
Micro Finance
Business
Banking
Commercial
Finance
Investment
Banking
Merchant
Banking
Forex & Trade
Finance
Financial
Services
Asset
Management
(Mutual Funds)
Wealth
Management &
Investment
Advisory
Broking &
Depository
Research &
Rating
Insurance
Life Insurance
Non Life
Insurance
Insurance
Broking
Re-Insurance
Fintech
Payment Apps
& Wallets
Digital Lenders
Alternate
Funding
Bank Tech

5. Employer by Government Ownership
Public Sector
• Shortlisting through IBPS and
selection by interview
• Slow career growth
• Greater Job Security
• Promotions based on Seniority
Lesser Income
(SBI, MD earns Rs 31 Lakh)
Private Sector
• Shortlisting through resume and
selection by interview
• Faster career growth
• Relatively, lesser Job Security
• Promotions based on Performance
Higher Income
(HDFC MD earns Rs 18 Crore)

6. Advise Customers
on Money & Finance
Provide Financial
Services
Take Investment
Decisions
Manage Business
Job of A
Banker

7. Job Content of a Banker
Sales &
Marketing
Advisory
Bankers
Jobs
Typical
Jobs

8. Growth of a Banker
Management
Generalist
Specific
Beginning of Career
Product Segment
Examples: CASA, Consumer
Finance, SME Finance, Mutual
Funds, Ratings, etc
+
Customer Segment
Examples: Retail, Business, HNI,
Importer-Exporter, NRI, etc

9. TOP JOBS IN BANKING
Jobs that offer 7 Digital Salary after 5 to 7 years experience

10. WEALTH PLANNER

11. BUSINESS
BANKER

12. INTERNATIONAL
TRADE BANKER

13. INVESTMENT
BANKER

14. BANKING
PRODUCT
MANAGER