Global & Investment Banking Operations Course in Pune

    Career-Focused Pathways to BFSI & GCC Careers

    Master Trade, AML/KYC & Loan Operations

    Role-Focused Training for Trade, KYC/AML & Lending

    Automate BFSI Workflows with Excel & AI Tools

    3-Year Career Portal Access with 30+ Hiring Partners

Duration

4 Months

New Batch Starts

30 July 2026

For Enquiry

7030105105

Scholarships

Upto 50%*

Request a Callback

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Program Highlights

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Career-first learning, built for outcomes

Industry-aligned, job-ready curriculum

Strong BFSI core with role-based specialization

Real-world operations training from day one

AI-powered workflows for efficiency

Immersive learning that accelerates careers

Work on 5+ Live Projects

Get Hands-on with 5+ AI & Domain Tools

360° Career Support & Placement Assistance

Program Curriculum

Module 1: Financial System Foundation

Study:

• Full asset class coverage eg: Money Market, Bonds, Equities, Derivatives, Lending, CIS

• Investment banking ecosystem: Deep-dive into IB functions, GCC landscape, STOs, clearing & depository institutions, and custodians.

• Debt & derivatives mechanics: Clean vs dirty price, yield, MTM, margin calls, PCV calculations and IRS/CDS/FX swap structures.

• US lending products: Mortgage types, consumer lending, commercial real estate, syndicated loans

In-class:

• Live IPO case study analysis · Live market observation on Moneycontrol/Screener · Derivatives calculations with live market data

Key Skills:

• Financial Product Knowledge

• Financial System Structure

• Collective Investment Skills

Module 2: Global & Inv. Banking Ops

Study:

• End-to-end KYC workflow

•AML/CFT Frameworks

•Financial Crime Typologies

• SAR Report Writing & Escalation Metric

Capstone:

• End-to-End KYC Case File — mock onboarding for individual & corporate client, OFAC/PEP screening, risk scoring & account activation decision

In-class:

• Simulate KYC for sample clients · Alert investigation & SAR escalation simulation · Westpac/Danske Bank/Panama Papers case studies

Key-skills:
• Trade Lifecycle

•Loan Processing

•Settlements & Reconciliation

• KYC/AML


Module 3: Trade Operations & Post-Trade Control Functions

Study:

•Trade lifecycle — TLC Of Interest Rate Swap

• Clearing & settlement mechanics

• Reference data & corporate actions

• Operational risk & control

Create:

• IRS Trade Lifecycle Walkthrough — process flow with sample data in Excel, from execution to reconciliation

In-class:

• Reconciliation break resolution simulation · Group Discussion Mastery sessions (evaluated GD practice)

In-class:

• Operational Risk

• Trade Clearing & Settlement

• Collateral Management

• Trade Reconciliation

Module 4: Lending Operations & Credit Lifecycle Management

Study:

• Full loan lifecycle

• Commercial & corporate lending workflow

• Syndicated loan mechanics

• Credit documentation

Capstone:

• Syndicated Loan Deal Sheet — borrower profile, facility terms, agent/participant split, interest calculation & fee allocation in Excel

In-class:

• Resume evaluation & sign-off workshop

Key Skills:
• Credit Documentation

• Loan Life Cycle

• Syndicate Loan Process

Module 5: AI for Workplace Automation

Study:

• Advanced Excel

• Excel Macros (VBA)

• Microsoft Copilot

• Looker Studio dashboards

Capstone:

• Financial Operations Dashboard — Looker Studio or Excel dashboard visualising loan portfolio quality, trade volume trends, or AML alert statistics

In-class:

• Financial Operations Dashboard - Build a Looker Studio or Excel dashboard that visualizes a financial dataset — e.g., loan portfolio quality, Trade Exceptions, or AML alert statistics

Key Skills:

• AI Tools

• Adv. Excel

• Process Automation

• Data Insights

Module 6: Career Launchpad

Study:

• 4 real JD walkthroughs

• 10 dedicated interview prep days

In-class:

• Live mock interviews (10 min/student, 8–10 questions per JD) · Record 3-min self-introduction video · In-class GDs with mentor feedback

Program-wide:

• Day 1 to Offer" live project — runs the full 72 days, building evidence of career intent and professional readiness

Key Skills:

• Interview Readiness

• Communication

• Resume Building


Get Future-Ready with the Latest Tools

AI Tools

Process

ChatGPT

Trade Life Cycle 
Equity Shares processing and workflow automation

Copilot within Microsoft 365

Fund Life Cycle 
Integrated document handling and reporting

ChatGPT Deep Research

Client Onboarding 
Enhanced due diligence and KYC research

Gamma

Presentation & Reporting 
Automated deck creation and visual reporting

What Makes This Program Stand Out?

Learning Focus

Coverage

Hands-on Depth

Industry Alignment

Interview Prep

Certification In Global & Investment Banking Operations

Broader BFSI Ops + AI focus + Role Based Learning.

Financial Products, IB Operations. Lending Operations, Financial Crime Operations, AI for Automation

3 graded capstones + "Day 1 - 0ffer" Live Project + Dashboard building

Role Based Learning ;Curriculum mapped to actual JDs

Dedicated placement prep module : 40 Hrs, Multiple Mock Interview

Other Courses

Limited to IB operation

Limited to IB operation coverage

Instructor led learning, missing capstone project

Generic Syllabus

No prep module

Why Choose upGrad Learning Support Centre in Kothrud, Pune?

Book your visit at upGrad Learning Support Centre

Meet our experts, explore programs in detail, and see how our blended learning approach helps you achieve real career growth.

Schedule your Visit

Explore the Learning Support Centre in Pune

Visit the Learning Support Centre in Pune

Location

Pune

Phone Number

7030105105

Working Hours

10 AM - 8 PM

Visit us here in Kothrud, Pune

No. 502, Kotibhaskar Business Court, opposite KARISHMA COMPLEX, Kothrud Industrial Area, Kothrud, Pune, Maharashtra 411038

360° Career Support

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Aptitude Training

Resume Building

LinkedIn Profile Evaluation

Interview Question Bank

1:1 Mock Interview Calls

Hands-on Technical Learning

Soft Skill Training

GD/Interview Prep

Eligibility Criteria

  • Fresh graduates (2024 and onwards) in full-time finance/commerce courses (B.Com, BBA, BMS, BBM, M.Com, MBA)
  • Working professionals with 0–2 years of experience
  • Basic logical thinking and problem-solving skills are helpful
  • Maximum 2-year gap (education/work break)
  • Basic aptitude, communication & computer skills are helpful

Admission Process

Please find below the detailed steps to be followed as a part of the admission process.

Start Your Application

Follow the below application process to begin your enrollment process. 

Career Roles You Can Pursue After Completing the Global & Investment Banking Operations Course from upGrad's Pune Learning Support Centre

Job Role

Average Salary in Pune

Investment Banking Operations Analyst

4-6 LPA

Investment Operations Analyst

4-5.5 LPA

Financial Analyst

4.5-7 LPA

Capital Markets Operations Analyst

4-7 LPA

Investment Banking Analyst

5-8 LPA

Source- Ambitionbox

What Our Learners Have to Say

Mentored by Top Professionals

3

Faculty Members

Certificate in Global & Investment Banking Operations (CGIBO)

Global & Investment Banking Operations Course in Pune

Pune's growing base of Global Capability Centres (GCCs) and BFSI back-offices are hiring operations talent faster than most finance graduates are trained for; exactly the gap this Global & Investment Banking Operations Course in Pune is built to close. upGrad's Learning Support Centre in Kothrud runs a 4-month, offline, classroom-based program covering trade operations, KYC/AML, and lending operations, backed by 5+ live projects and AI-powered workplace automation tools.

If you're comparing this against other options claiming to be the best investment banking course in Pune, the difference shows in structure: this isn't a generic finance syllabus.


Why Choose upGrad Learning Support Centre Pune?

The core advantage of this Global & Investment Banking Operations Course in Pune is that it's entirely offline. Classroom-based learning means live faculty interaction, immediate doubt resolution, and a fixed weekly schedule.

The Global and investment banking course fee in Pune is best confirmed directly with the admissions counsellor, since it depends on current offers and scholarships, but merit-based scholarships of up to 50% are available to eligible learners — a meaningful factor when comparing the Global and investment banking course fee in Pune against other BFSI training programs in the city.

Here's what the Kothrud centre offers, all under one roof:

  • Classrooms – Dedicated, distraction-free spaces for instructor-led sessions
  • Smart Labs – Hands-on practice stations for Excel, VBA, and financial dashboards
  • Mentorship – 1:1 guidance from experienced BFSI professionals throughout the program
  • Counselling – Personalised academic and career counselling before and during enrolment
  • Interview Rooms – Dedicated spaces for structured, JD-mapped mock interview practice
  • Networking Events – Opportunities to connect with peers, mentors, and industry professionals
  • Student Community – An active peer group for accountability and collaborative learning
  • Career Services – Resume building, LinkedIn optimisation, and aptitude training
  • Mock Interviews – 10 dedicated interview prep days with JD-specific practice rounds
  • Placement Cell – 3 years of access to upGrad's career portal and 30+ hiring partners

When evaluating the Global and investment banking course fee in Pune against the career outcomes on offer, most learners find the investment in structured, role-based training pays off faster than piecing together certifications independently.


Global & Investment Banking Course Structure in Pune

The investment banking course duration for this program is 4 months, structured across six progressive modules that move from financial fundamentals to a fully job-ready capstone. This investment banking courses duration is deliberately compact, so learners can move into investment banking jobs in Pune faster than with a longer, generalist finance degree:

Module

Topics Covered

Financial System Foundation

Money market, bonds, equities, derivatives, IB ecosystem, GCC landscape, US lending products

Global & Investment Banking Ops

End-to-end KYC workflow, AML/CFT frameworks, financial crime typologies, SAR report writing

Trade Operations & Post-Trade Control

Trade lifecycle (IRS), clearing & settlement, reference data, corporate actions, operational risk

Lending Operations & Credit Lifecycle

Full loan lifecycle, commercial/corporate lending, syndicated loan mechanics, credit documentation

AI for Workplace Automation

Advanced Excel, VBA macros, Microsoft Copilot, Looker Studio dashboards

Career Launchpad

Real JD walkthroughs, mock interviews, resume building, "Day 1 to Offer" live project


Skills You'll Learn:

This investment banking courses duration is designed so skills build progressively across the full stack of BFSI operations:

  • Financial product knowledge across money markets, bonds, equities, and derivatives
  • End-to-end KYC/AML workflows and financial crime investigation
  • Trade lifecycle management, clearing, settlement, and reconciliation
  • Loan processing, syndicated lending, and credit documentation
  • Advanced Excel, VBA automation, and AI-powered dashboarding (Looker Studio, Copilot)
  • Interview readiness, resume building, and professional communication


Who Should Join upGrad's Global & Investment Banking Operations Course in Pune?

This Global & Investment Banking Operations Course in Pune is designed for finance and commerce graduates looking to break into BFSI operations roles. Many learners choose it specifically because it's regarded as the best investment banking course in Pune for role-based, job-mapped training rather than generic theory. Eligibility is open to fresh graduates (2024 onwards) in full-time finance or commerce courses (B.Com, BBA, BMS, BBM, M.Com, MBA), as well as working professionals with 0–2 years of experience.

You should consider joining if:

  • You're a finance or commerce graduate looking to enter BFSI or GCC operations roles
  • You're a working professional with up to 2 years of experience looking to specialise in banking operations
  • You have a maximum 2-year gap in education or work and want a structured re-entry path
  • You prefer classroom-based, mentor-led learning over self-paced online finance courses
  • You want hands-on exposure to real trade, KYC, and lending workflows, not just theory
  • You're targeting investment banking jobs in Pune within GCCs, consulting firms, or BFSI back-offices


Nearby Areas We Cater for the Students

The upGrad Learning Support Centre is in Kothrud, Pune, making this program accessible to learners from across the city's western and central belts. The table below highlights key nearby areas the centre serves:

Nearby Area

Karve Nagar

Warje

Erandwane

Bavdhan

Deccan Gymkhana

Paud Road

Kothrud

Ideal Colony

Vanaz

Sinhagad Road


Career Opportunities After Completing Programs

Graduates of this Global & Investment Banking Operations Course in Pune can pursue a range of BFSI operations roles, reflecting genuine demand for investment banking jobs in Pune's growing GCC and financial services sector. The average investment banking jobs in Pune can pay in between ₹4 LPA at entry level to ₹8 LPA for specialised analyst roles.

Job Role

Average Salary in Pune

Investment Banking Operations Analyst

₹4–6 LPA

Investment Operations Analyst

₹4–5.5 LPA

Financial Analyst

₹4.5–7 LPA

Capital Markets Operations Analyst

₹4–7 LPA

Investment Banking Analyst

₹5–8 LPA

Source: AmbitionBox

Top recruiters hiring Investment banking operations specialist in Pune:

  • Fibe
  • Easebuzz
  • OneCard
  • Phi Commerce
  • Mastercard
  • Bajaj Finserv / Bajaj Finance
  • Vayana Network
  • FIS Global

Other organizations hiring individuals with investment banking certification courses include domestic banks and NBFCs.

Choosing the right Global & Investment Banking Operations Course in Pune comes down to role-based, job-mapped training, not generic finance theory. With a focused investment banking course duration, a transparent Global and investment banking course fee in Pune, and 3 years of career support, upGrad's Kothrud centre offers a genuinely offline, mentor-led path into BFSI operations careers.

Frequently Asked Questions

The curriculum includes financial systems, investment banking operations, KYC/AML processes, trade operations, lending lifecycle, and AI-based workflow automation.