BFSI Career Roadmap: Roles, Skills, and Industry Trends

Beginner Level
2 weeks to complete at 10 hours a week
Flexible Schedule

Board Infinity

What You’ll Learn

Understand the various career paths in the BFSI sector, including advisory, corporate finance, banking, fintech, and emerging roles in insurtech.

Explain the responsibilities and day-to-day tasks in key BFSI roles, from analysts to senior positions in investment banking and corporate finance.

Analyze career progression strategies and the opportunities available in areas like credit analysis, private equity, and wealth management.

Skills You’ll Gain

Corporate Finance Risk Management Market Trend Credit Risk Private Equity Investment Banking Commercial Banking Bank Regulations Banking Financial Analysis Retail Banking Compensation Management FinTech Workforce Management Financial Services

Shareable Certificate

Earn a shareable certificate to add to your LinkedIn profile.

Develop Your Specialized Knowledge

Learn new concepts from industry experts

Gain a foundational understanding of a subject or tool

Develop job-relevant skills with hands-on projects

Earn a shareable career certificate

There are 5 modules in this course

This module provides an overview of the diverse career opportunities within the BFSI sector. From advisory and consulting roles to positions in banks, financial services, and emerging fintech areas, learners will gain a broad understanding of the available career paths. The module also highlights the opportunities in risk management and the evolving roles within the digital finance landscape.

This module delves into the specific roles and responsibilities within the BFSI sector. It covers a range of positions from analysts and associates in advisory roles to relationship managers and credit team roles in banks. Learners will also explore the integration of technology with finance and the unique responsibilities within startups and digital finance.

This module focuses on career progression and advancement within the BFSI sector. It outlines typical career trajectories in investment banking, credit analysis, private equity, and corporate finance. Learners will gain insights into promotion criteria, advancement strategies, and the challenges and opportunities in moving to senior roles.

This module provides an overview of compensation structures and work-life balance in the BFSI sector. It covers the components of compensation packages, bonus and incentive structures, and equity participation. Additionally, the module addresses strategies for managing work hours, stress, and maintaining a healthy work-life balance.

This module explores the latest trends and developments in the BFSI job market. It covers the demand for MBA graduates, emerging roles, and regional opportunities. Learners will also delve into the impact of technological advancements on the industry and the in-demand skills and specializations that are shaping the future of BFSI careers.