IT Professional

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

• It is a Full Time Hardware / Network Engineer job for candidates with 0 - 2 years of experience.