AI Readiness Training Program – 5 Days (For Bank Employees, Kolkata)

Objective: Enable non-programmer employees (Excel-proficient) to use AI (cloud + local) for daily banking workflows, analytics, reporting & decision support with very less coding.

Tools used: Only open-source apps + publicly available data.

Day 1 – Foundations of AI & Prompting for Banking

Morning (3 hrs)

* Pre-assessment + ice-breaking + program overview

* Intro to AI & Generative AI → Impact on BFSI

* Banking use cases: customer support, fraud detection, credit scoring, compliance, reporting

* Prompt Engineering basics → structure of a good prompt, role/context/task, iterative prompting

* Examples: customer letters, RBI circular summarization

Post-Lunch (3 hrs)

* Zero-shot vs Few-shot prompting, structured outputs (tables, summaries)

* Risks: hallucinations, factual errors, privacy

* Demo: product comparison, MIS summaries

* Hands-on: draft FAQs, summarize branch reports, generate loan appraisal templates

Day 2 – AI without Internet: Local AI & Secure Practices

Morning (3 hrs)

* Local LLMs (Ollama, Llama, Deepseek) → need for confidentiality & comparison with cloud AI

* Demo: setting up Ollama

Post-Lunch (3 hrs)

* RAG demo → upload RBI circulars / SOPs → query in natural language

* Hands-on: load branch FAQs/policies → query for compliance answers

Day 3 – Data Analytics Beyond Excel

Morning (3 hrs)

* BI fundamentals: slicing, pivoting, filtering, drill-down, ranking, what-if, outlier detection

* Why Excel is limited for large data

* Intro to Apache Superset

Post-Lunch (3 hrs)

* Superset hands-on: import CSV → pivots, trends, drill-downs, ranking dashboards

Day 4 – Power BI for Dashboards

Morning (3 hrs)

* Power BI Desktop overview, components, architecture

* Connecting data sources, Query Editor → cleaning, merge/append, data modelling, measures

Post-Lunch (3 hrs)

* Visualizations: charts, tables, slicers, maps, cards, custom visuals, formatting

Day 5 – Power BI Q&A & Insight-Driven Dashboards

Morning (3 hrs)

* Power BI Service → dashboard vs report → publishing

* Quick Insights, filters: slicer/basic/advanced/top-N/measures/page/report/drill-through

Post-Lunch (3 hrs)

* Microsoft Copilot for Power BI → natural-language analysis & insight generation

Job Type: Full-time

Work Location: In person