Follow Us:

Financial Services

Home Financial Services

Quick Contact

Need Help?

Please Feel Free To Contact Us. We Will Get Back To You With 1-2 Business Days.

info@example.com
(888) 123-4567

Financial Services

fin_ser

India has a diversified financial sector undergoing rapid expansion, both in terms of strong growth of existing financial services firms and new entities entering the market. The sector comprises commercial banks, insurance companies, non-banking financial companies, co-operatives, pension funds, mutual funds, micro finance and other smaller financial entities. The banking regulator has allowed new entities such as payments banks to be created recently thereby adding to the types of entities operating in the sector. However, the financial sector in India is predominantly a banking sector with commercial banks accounting for more than 64 per cent of the total assets held by the financial system
India is today one of the most vibrant global economies, on the back of robust banking and insurance sectors. The country is projected to become the fifth largest banking sector globally by 2020. The report also expects bank credit to grow at a Compound Annual Growth Rate (CAGR) of 17 per cent in the medium term leading to better credit penetration. Life Insurance Council, the industry body of life insurers in the country also projects a CAGR of 12–15 per cent over the next few years for the financial services segment.

LIFE INSURANCE SELLING SKILLS

Life insurance is not exactly a popular topic of conversation around the dinner table or at a cocktail party, partly because buying a policy is a bit like betting against your own life. But life insurance certainly is an essential component of a financial plan, which seeks to protect family and loved ones in the event of untimely demise. This module prepares you fully to get an understanding of the Insurance world, Products, Processes and how to sell. It also equips you to go through the online IRDA training faster and sit for the IRDA Certification.
DURATION : Minimum 1 day to 5 days

MUTUAL FUND SELLING SKILLS

A mutual fund is just the connecting bridge or a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. Mutual funds are considered as one of the best available investments as compare to others they are very cost efficient and also easy to invest in, thus by pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs than if they tried to do it on their own. But the biggest advantage to mutual funds is diversification, by minimizing risk & maximizing returns. In this module, you will understand the industry, its products and how to sell it. Students will be trained to sit for the NISM examination (fees extra)
DURATION : Minimum 1 day to 3 days

RELATIONSHIP SELLING SKILLS

This workshop focuses on hands on selling skills and relationship building techniques that are required for successful Relation Manager managing HNI customers.
DURATION : Minimum 2 days to maximum 4 days

LARGE ACCOUNT MANAGEMENT

We all know the principle that 80% of the revenues are made from 20% of the customers. This program aims to give real world strategies to manage large account relationships. The objective of this workshop is to equip Relationship Managers with requisite techniques to establish long term preferred relationships with Large Revenue Customers.
DURATION : Minimum 2 days to maximum 4 days

DERIVATIVES

The objective of this course is to gain expert knowledge in the area of financial derivatives. The focus shall be on understanding the mechanics, pricing, valuation and risk management application of different derivative products.
DURATION : Minimum 2 days to 5 days

CAPITAL MARKETS

A market in which individuals and institutions trade financial securities. Organizations/institutions in the public and private sectors also often sell securities on the capital markets in order to raise funds. Thus, this type of market is composed of both the primary and secondary markets. In this module, you will understand the whole Capital Market, players, instruments and selling skills.
DURATION : Minimum 2 days Maximum 5 days

FIXED INCOME

An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. Unlike a variable-income security, where payments change based on some underlying measure such as short-term interest rates, the payments of a fixed-income security are known in advance. In this module, you will get a full understanding of bond pricing, management, characteristics and Risks.
DURATION : Minimum 1-day Maximum 3 days

ASSET ALLOCATION

This program gives insights to the participants to understand the techniques behind Asset allocation as an investment strategy that explains how to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investors risk tolerance, goals and investment period.

  • Gain a thorough theoretical and practical overview of asset allocation
  • Understand the practicalities of asset allocation programme implementation by investors
  • Learn how an investor’s risk profile can be altered by asset allocation changes
  • Refine your thinking on the drivers of investment returns and how this can impact asset allocation decisions

DURATION : Minimum 2-day Maximum 5 days

ALTERNATIVE INVESTMENTS

The objective is to bring together domain expertise in various alternative investment options and get the participants to understand the investment reason, understand how it differs from traditional investments, evaluate the risk and be familiar with the basic methods used to determine investment approaches
DURATION : Minimum 2 days

TRADE FINANCE

This programme will equip the trade finance team thoroughly with the technical details of letter of credit and documentation, which will enable them to offer the best and fast service to their clientele.
According to the statistics released by International Chamber of Commerce, around 50-75% of documents under LC transactions are defective. As a result, either the banker or the customer’s financial interest will be at stake. This programme will highlight the features of various documents in a Letter of Credit transaction and suggest rectifying the deficiencies with practical illustrations and case studies.
DURATION : Minimum 2 days

FOREIGN EXCHANGE

To equip participants with the latest developments in International Trade /Finance for sharpening their skills in decision making, aggressive marketing and for effective Supervision.
DURATION : Minimum 2 days

NRI SERVICES

Non-Resident Indians are successful in most of the developing countries and have large deposits with the banking sector. Most of the commercial banks are aggressive in offering new products to this group of potential investors. Participants should be aware about the various facilities extended to NRIs and the operational issues in exploring new markets.
DURATION : Minimum 2 days

BANKING OPERATIONS

The participants will get a full understanding of banking products, operations and the regulatory requirements by attending this program
DURATION : Minimum 2 days

RETAIL ASSETS

By participating in this session, the student would get an overview of the Retail Asset business, the various products, the processes involved, managing collections, managing distributors, credit policy, risk management etc. It is a comprehensive listing but the program can be offered modular by picking on specific topics and going in depth
DURATION : Minimum 1 day per module