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Every great customer experience starts with a warm welcome.
Every strong relationship begins with a genuine conversation.
And every successful branch thrives because of its Welcome Desk Officer —
the true heartbeat of customer trust.
About the Course
The Welcome Desk Officer is more than just the first point of contact — they are the voice, face, and personality of the bank.
The Mastering Welcome Desk course by IBA EDU is a professional training module designed to help learners master the art of customer handling, query resolution, account onboarding, and branch communication.
This course transforms you into a confident frontline banking professional, equipped with both interpersonal skills and operational knowledge to deliver seamless customer experiences.
What You’ll Gain
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Strong foundation in bank customer service and communication
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Deep understanding of bank products, services, and account types
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Skills to handle KYC documentation and customer onboarding
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Confidence in managing customer queries, complaints, and escalations
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Professional grooming and soft skills training
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Real-world simulations on how a Welcome Desk Officer operates inside a live branch
Career Path & Salary Range
Start your journey as a Welcome Desk Executive / Customer Service Officer, and grow into:
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Senior Customer Officer
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Relationship Executive
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Assistant Branch Manager
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Branch Sales Manager
Salary Range: ₹3 LPA – ₹5.0 LPA (entry level)
With experience and specialization, move to ₹6–8 LPA+ in senior service or relationship roles.
Career Opportunities After Completion
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Private Sector Banks: Axis Bank, ICICI Bank, HDFC Bank, Kotak Mahindra Bank
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Public Sector Banks: SBI, Canara Bank, Bank of Baroda
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NBFCs & Digital Banks: Paytm Bank, AU Small Finance Bank, Equitas, Fincare
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Customer Relations & Support Roles in fintech and BFSI companies.
Why Choose This Course
✅ Developed by industry experts with real front-office banking experience
✅ Learn from practical simulations and real case studies
✅ Gain both technical and soft skills — a rare blend in banking training
✅ Get ready for interviews, customer handling tests, and on-branch situations
✅ IBA EDU certification adds credibility and helps you stand out
FAQs
Q1. Is this course ideal for beginners?
Yes! It’s designed for those who are new to banking or wish to work in front-office roles.
Q2. Does it include communication training?
Yes — communication, grooming, and soft skills form a major part of the module.
Q3. Will I learn about bank systems?
You’ll understand how CRM and basic core banking systems integrate with front-office work.
Q4. Can this role grow into managerial positions?
Definitely. Welcome Desk professionals often grow into Relationship Managers, Sales Officers, and Branch Heads.
Mastering Welcome Desk by IBA EDU gives you the confidence, charm, and competence to become the smile behind every successful bank.
Course Content
Chapter 1: Introduction to the Bank Welcome Desk Role
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1.1: Importance of the front desk
01:31 -
1.2: Overview of responsibilities
01:10 -
1.3: First impressions in customer service
07:04
Chapter 2: Banking Products & Services Overview
Chapter 3: Greeting and Handling Customers Professionally
Chapter 4: Managing Queries and Directing Customers
Chapter 5: Handling Forms, Tokens & Queues
Chapter 6: Escalation, Feedback & Follow-Up Etiquette
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