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(BFSI) - Banking, Financial Services, and Insurance - Hindi

Course Instructor Aishwariya Dash

₹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

Banking, Financial Services, and Insurance

50 Learning Materials

Week 1 - Day 1 : Introduction to Customer Relationship as a Career in BFSI

Introduction to Sales as a Career in BFSI - Hindi

Video
3:58

Introduction to Sales as a Career in BFSI Growth and Opportunities

PDF

Week 1 - Day 2 : Need for KASH (Knowledge)

Need for KASH Knowledge in BFSI Sector - Hindi

Video
3:57

Week 1 - Day 2 : Need for KASH (Attitude)

Need for KASH Attitude in BFSI Sector - Hindi

Video
4:29

KASH in BFSI Knowledge Attitude Skills and Habits

PDF

Week 1 - Day 2 : Need for KASH (Skill)

Need for KASH Skill in BFSI Sector - Hindi

Video
4:00

Week 1 - Day 2 : Need for KASH (Habit)

Need for KASH Habit in BFSI Sector - Hindi

Video
3:40

Week 1 - Day 3 : Customer relationship Building Overview (Understanding Sales Fundamentals & Sales Process)

Sales Training Overview - Hindi

Video
3:56

Sales Training Overview

PDF

Week 1 - Day 4 : How to Build Customer Relationships, Identifying Customer Needs, Communication Skills in Sales

Building Customer Relations and Identifying Customer Needs - Hindi

Video
3:23

Building Customer Relationships Identifying Customer

PDF

Week 1 - Day 5 : Sales Process Overview, Handling Objections, Closing Sales

Sales Process Overview - Hindi

Video
6:25

Sales Process Overview

PDF

Week 2 - Day 1 : Customer Acquisition Techniques (Detail)

Persuasive Selling Techniques Detail - Hindi

Video
5:41

Student Guide - Persuasive Selling Techniques

PDF

Week 2 - Day 2 : Handling Client Objections in BFSI Sales

Handling Client Objections in BFSI Sales - Hindi

Video
4:25

Student Guide - Handling Client Objections

PDF

Week 2 - Day 3 : Closing Sales, Reference and Lead Collection

Closing Sales, Reference and Lead Collection - Hindi

Video
4:21

Student Guide Closing Sale Reference and Lead Collection

PDF

Week 2 - Day 4 : Introduction to Script (Sales Presentation Script )

Introduction to Sales Script - Hindi

Video
4:6

Week 2 - Day 4 : Introduction to Script (Sales Introduction - Elevator Speech, Telephonic Script )

Telephonic Script - Hindi

Video
3:1

Student Guide Introduction to Sales and Telephonic Script

PDF

Week 2 - Day 5 : Consultative proposal Making

Consultative proposal Making - Hindi

Video
4:26

Student Guide Consultative Proposal Making

PDF

Week 3 - Day 1 : Mastering Professional Image and Behavior

Mastering Professional Image and Behavior - Hindi

Video
5:54

Mastering Professional Image and Behavior

PDF

Week 3 - Day 2 : Connecting Through Words Verbal and Digital

Connecting Through Words Verbal and Digital - Hindi

Video
4:49

Connecting Through Words_ Verbal and Digital

PDF

Week 3 - Day 3 : Mastering Probing and Active Listening

Mastering Probing and Active Listening - Hindi

Video
4:12

Student Guide Mastering Probing & Listening Skills docx

PDF

Week 3 - Day 4 : Future of Sales Digital Tools and Fintech

Future of Sales Digital Tools and Fintech - Hindi

Video
8:46

Student Guide - Future of Sales_ Digital Tools and Fintech

PDF

Week 3 - Day 5 : Sales Metrics and KPIs

Sales Metrics and KPIs - Hindi

Video
4:19

Student Guide - Sales Metrics and KPIs

PDF

Week 3 - Day 6 : Smart Goal setting for career Building

Smart Goal setting for career Building - Hindi

Video
4:13

Student Guide - SMART Goal setting for career Building

PDF

Week 4 - Day 1 : Intro to BFSI- Banking sector

Overview of BFSI Sector - E Learning

PPT

Week 4 - Day 2 : Banking System

Banking System - E Learning

PPT

Week 4 - Day 3 : Banking Business Development and Careers

Banking Business Development and Careers in BFSI Sector - E - Learning

PPT

Week 4 - Day 4 : Understanding NBFCs, Microfinance, and Fintech

Understanding NBFCs, Microfinance, and Fintech E-Learning

PPT

Week 4 - Day 5 : Understanding the Insurance Sector in India

Understanding the Insurance Sector in India

PPT

Week 4 - Day 6 : Guide on Health Insurance and General Insurance

Guide on Health Insurance and General Insurance

PPT

Week 4 - Day 7 : Insurance Regulation, Ethics, Customer Centricity, Distribution

Insurance Regulation,Ethics, Customer Centricity , Distribution

PPT

Week 5 - Day 1 : Financial System

Financial System

PPT

Week 5 - Day 2 : Mutual Funds

Mutual Funds

PPT

Week 5 - Day 3 : Financial Mathematics and Basics of Financial Planning

Financial Mathematics and Basics of Financial Planning

PPT

Week 5 - Day 4 : Retirement Planning

Retirement Planning

PPT

Week 5 - Day 5 : Workbook for Self Assessment BFSI Aspire 1

Workbook for Self Assessment BFSI Aspire 1

PDF

Week 5 - Day 6 : Workbook for Self Assessment BFSI Aspire 2

Workbook for Self Assessment BFSI Aspire 2

PDF

Week 5 - Day 7 : Workbook for Self Assessment BFSI Aspire 3

Workbook for Self Assessment BFSI Aspire 3

PDF

Course Instructor

tutor image

Aishwariya Dash

7 Courses   •   197 Students