(BFSI) - Banking, Financial Services, and Insurance - English
₹15000.00 ₹29000.00 48% OFF
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Course Overview
This comprehensive course is designed to equip professionals in the Banking, Financial Services, and Insurance (BFSI) sector with the knowledge and skills to navigate the rapidly evolving landscape of financial industry. The program delves into the latest sales and behavioural approach to deal with both financial aware /unaware investors and to guide them with suggestions linked with future investment priorities.
Schedule of Classes
Course Curriculum
1 Subject
(BFSI) - Banking, Financial Services, and Insurance - English
50 Learning Materials
Week 1 - Day 1 : Introduction to Customer Relationship as a Career in BFSI
Introduction to Sales as a Career in BFSI - English
Introduction to Sales as a Career in BFSI Growth and Opportunities
Week 1 - Day 2 : Need for KASH (Knowledge)
Need for KASH Knowledge in BFSI Sector - English
Week 1 - Day 2 : Need for KASH (Attitude)
Need for KASH Attitude in BFSI Sector - English
KASH in BFSI Knowledge Attitude Skills and Habits
Week 1 - Day 2 : Need for KASH (Skill)
Need for KASH Skill in BFSI Sector - English
Week 1 - Day 2 : Need for KASH (Habit)
Need for KASH Habit in BFSI Sector - English
Week 1 - Day 3 : Customer relationship Building Overview (Understanding Sales Fundamentals & Sales Process)
Sales Training Overview - English
Sales Training Overview Understanding Sales Fundamentals Sales Process
Week 1 - Day 4 : How to Build Customer Relationships, Identifying Customer Needs, Communication Skills in Sales
Building Customer Relations and Identifying Customer Needs - English
Building Customer Relationships Identifying Customer
Week 1 - Day 5 : Sales Process Overview, Handling Objections, Closing Sales
Sales Process Overview - English
Student Guide Sales Process Overview
Week 2 - Day 1 : Customer Acquisition Techniques (Detail)
Persuasive Selling Techniques Detail - English
Student Guide - Persuasive Selling Techniques
Week 2 - Day 2 : Handling Client Objections in BFSI Sales
Handling Client Objections in BFSI Sales - English
Student Guide - Handling Client Objections
Week 2 - Day 3 : Closing Sales, Reference and Lead Collection
Closing Sales, Reference and Lead Collection - English
Student Guide Closing Sales Reference and Lead Collection
Week 2 - Day 4 : Introduction to Script (Sales Presentation Script )
Introduction to Sales Script - English
Student Guide Introduction to Sales and Telephonic Script
Week 2 - Day 4 : Introduction to Script (Sales Introduction - Elevator Speech, Telephonic Script )
Telephonic Script - English
Week 2 - Day 5 : Consultative proposal Making
Consultative proposal Making - English
Student Guide Consultative Proposal Making
Week 3 - Day 1 : Mastering Professional Image and Behavior
Mastering Professional Image and Behavior - English
Mastering Professional Image and Behavior
Week 3 - Day 2 : Connecting Through Words Verbal and Digital
Connecting Through Words_ Verbal and Digital - English
Connecting Through Words_ Verbal and Digital
Week 3 - Day 3 : Mastering Probing and Active Listening
Mastering Probing and Active Listening - English
Student Guide - Mastering Probing - Listening Skills docx
Week 3 - Day 4 : Future of Sales Digital Tools and Fintech
Future of Sales_ Digital Tools and Fintech - English
Student Guide - Future of Sales_ Digital Tools and Fintech
Week 3 - Day 5 : Sales Metrics and KPIs
Sales Metrics and KPIs - English
Student Guide - Sales Metrics and KPIs
Week 3 - Day 6 : SMART Goal setting for career Building
SMART Goal setting for career Building - English
Student Guide - SMART Goal setting for career Building
Week 4 - Day 1 : Intro to BFSI- Banking sector
Overview of BFSI Sector - E Learning
Week 4 - Day 2 : Banking System
Banking System - E Learning
Week 4 - Day 3 : Banking Business Development and Careers
Banking Business Development and Careers in BFSI Sector - E - Learning
Week 4 - Day 4 : Understanding NBFCs, Microfinance, and Fintech
Understanding NBFCs, Microfinance, and Fintech E-Learning
Week 4 - Day 5 : Understanding the Insurance Sector in India
Understanding the Insurance Sector in India
Week 4 - Day 6 : Guide on Health Insurance and General Insurance
Guide on Health Insurance and General Insurance
Week 4 - Day 7 : Insurance Regulation, Ethics, Customer Centricity, Distribution
Insurance Regulation,Ethics, Customer Centricity , Distribution
Week 5 - Day 1 : Financial System
Financial System
Week 5 - Day 2 : Mutual Funds
Mutual Funds
Week 5 - Day 3 : Financial Mathematics and Basics of Financial Planning
Financial Mathematics and Basics of Financial Planning
Week 5 - Day 4 : Retirement Planning
Retirement Planning
Week 5 - Day 5 : Workbook for Self Assessment BFSI Aspire 1
Workbook for Self Assessment BFSI Aspire 1
Week 5 - Day 6 : Workbook for Self Assessment BFSI Aspire 2
Workbook for Self Assessment BFSI Aspire 2
Week 5 - Day 7 : Workbook for Self Assessment BFSI Aspire 3
Workbook for Self Assessment BFSI Aspire 3
Course Instructor
Aishwariya Dash
7 Courses • 197 Students
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