Learn core investment principles and instruments relevant to the Indian market landscape.Â
Course Features:
Language: English
Track: Service Management
Duration: 4 Month
Level: Advanced
Learning Mode: Learn at ALC or Learn at Home
Jurisdiction: Maharashtra
Certificate of Completion
Fees - 5500/
Compare various insurance policies that offer essential protection and hold significant importance in the lives of individuals.
Identify the regulatory agencies in insurance sector and the guidelines to purchase various insurances.
Diagnose process of claim submission and subsequent settlement entails navigating through various procedural requirements.
Examine stocks, their functioning within the stock markets, and the inherent risks entailed in such financial endeavours.
Classify different mutual funds and refining the optimal mutual fund investment decisions.
Categorize various alternative investment methods at government level.
Discuss the necessities of non-verbal communication and its types required for customer service in banking.
Diagnose sophisticated inquiry techniques, data collection processes to obtain the necessary information.
Examine Data Analysis techniques and using it for possible decision making.
Diagnose financial literacy among customers and tailoring the sale of banking products.
Demonstrate different customer service methodologies tailored to address individual customer grievances.
Apply the acquired operational, technical, and theoretical knowledge to analyse an array of diverse career opportunities.
Explain the importance of collaboration and communication with clients, team members, and stakeholders.
Embrace humanistic, ethical, and moral values in real-life situations.
Exercise responsibility for the completion of assigned tasks for self and the group work
Predict and cater to own learning needs relating to the assigned task/work.
Compare essential protection offered by various insurance policies and their importance.
Inspect the guidelines to be followed when buying an insurance and the agencies that regulate its operations.
Interpret claim submission methods and procedural requirements for claim settlements.
Diagnose intricacies of the stock market's functioning, along with the inherent risks entailed in investing in stocks.
Inspect various parameters used to decide mutual fund investment and identify types of mutual funds.
Judge the alternative methods of investment, thereby delving into more intricate and sophisticated financial avenues.
Illustrate a wide array of non-verbal communication modalities and using it banking jobs.
Interpret about engaging customers in data collection processes, using sophisticated inquiry techniques.
Recommend data analysis methodologies to derive actionable insights for informed decision-making in complex business scenarios.
Assess the financial education and banking needs of customer to fulfil them.
Experiment with different cutting-edge strategies to address grievances and deliver exceptional customer service.
Develop proficiency in multifaceted banking-specific competencies and adeptly navigating the application process across diverse financial institutions.
Assess appropriate solutions for the challenges presented, while practicing humanistic, ethical, and moral values in real-life situations
Develop project management skills to efficiently plan and execute projects.
Make judgement and take decision, based on the analysis and evaluation of information and work scenario.
Predict and cater to own learning needs relating to the assigned task/work by accessing appropriate learning resources.
Pursue self-paced and self-directed learning.
The academic approach of the courses focuses on the “work-centric” education i.e. begin with work (and not from a book!), derive knowledge from work and apply that knowledge to make the work more wholesome, useful and delightful. The ultimate objective is to empower the Learner to engage in socially useful and productive work. It aims at leading the learner to his/her rewarding career as an employee or entrepreneur as well as development of the community to which s/he belongs. Learning methodology:
Step -1: Learners are given an overview of the course and its connection to life and work.
Step -2: Learners are exposed to the specific tool(s) used in the course through the various real-life applications of the tool(s).
Step -3: Learners are acquainted with the careers and the hierarchy of roles they can perform at workplaces after attaining increasing levels of mastery over the tool(s).
Step -4: Learners are acquainted with the architecture of the tool or tool map so as to appreciate various parts of the tool, their functions, utility and inter-relations.
Step -5: Learners are exposed to simple application development methodology by using the tool at the beginner’s level.
Step -6: Learners perform the differential skills related to the use of the tool to improve the given ready-made industry-standard outputs.
Step -7: Learners are engaged in appreciation of real-life case studies developed by the experts.
Step -8: Learners are encouraged to proceed from appreciation to imitation of the experts.
Step -9: After the imitation experience, they are required to improve the expert’s outputs so that they proceed from mere imitation to emulation.
Step-10: Emulation is taken a level further from working with differential skills towards the visualization and creation of a complete output according to the requirements provided. (Long Assignments)
Step-11: Understanding the requirements, communicating one’s own thoughts and presenting are important skills required in facing an interview for securing a work order/job. For instilling these skills, learners are presented with various subject-specific technical as well as HR-oriented questions and encouraged to answer them.
Step-12: Finally, they develop the integral skills involving optimal methods and best practices to produce useful outputs right from scratch, publish them in their ePortfolio and thereby proceed from emulation to self-expression, from self-expression to self-confidence and from self-confidence to self-reliance and self-esteem!
Introduction to Life Insurance
What Is Life Insurance?
LIC of India: Overview & Role
About LIC
Insurance as a Means of Savings
Life Insurance Schemes Overview
Types of Life Insurance
Home Insurance & Motor Insurance
Motor Insurance Claim: Required Documents
Factors Affecting Insurance Claims & Precautions
Should One Opt for Claim Settlement?
Introduction to Agriculture/Crop Insurance
What Is Crop Insurance?
Understanding Crop Yield
Buying Crop Insurance
Government Schemes & Private Insurers for Crop Insurance
Filing Insurance Claims: General & Life
Introduction to Stocks
Types of Stocks
Basic Investing Concepts
Earnings Per Share
Dividend Per Share
Initial Public Offering (IPO) Process
Share Market: Overview & Mechanisms
Interviews: Mr Yogesh Shah, Mrs Ekta Shah, Ms Archita
Share Market & Stocks Explained
How the Stock Market Works
National Economic News
National Stock Exchange (NSE)
Index Overview
Interview_Ekta
Risk: Concepts & Types
Standard Deviation
Diversification in Investments
Risk Reduction Strategies
Philip Fisher's 15-Point Investment Checklist
Qualitative & Quantitative Analysis
Key Financial Ratios in Stock Analysis
Ratio Categories
Buying & Selling Order Types
Introduction to Mutual Funds & Types
Key Success Indicators for Mutual Funds
Associated Risks
Interviews: Mr Sridhar, Mrs Ekta Shah
Introduction to Equity Mutual Funds
Classification & Types
Investors’ Role in Equity Markets
Link Between Equity Mutual Funds & Stocks
Introduction to Debt Securities
Shares & Stock Market Basics
Debt Securities Classification
Mutual Fund Investment Process
Accepted Payment Methods
Calculation of Annual Growth Rate & Net Asset Value (NAV)
Formulae for Mutual Fund Returns
Introduction to SIP
What Is SIP? How Does It Work?
Rupee Cost Averaging Advantage
SIP Investment Process
Benefits of SIPs
SIP Calculation
Post Office Schemes:
Savings Account, Recurring Deposit, Time Deposit, Monthly Income, Senior Citizens, PPF, NSC, Kisan Vikas Patra, Sukanya Samriddhi
Government Bonds:
Types, Benefits, NSE goBID APP, KARVY
Others:
National Pension Scheme, Real Estate, PPF
Introduction to Microfinance
Development & Income Generation
Grameen Bank
Credit Lending Models
MFIs & NGO Roles
Industry Growth
Commercial Microfinance
Product Pricing, Types, Risk Management
Microinsurance
Marketing Banking Services
Social & Digital Media
Objectives
Prospecting Customers
Fundamentals of Finance Marketing
Code of Conduct for Agents
What Is Networking?
Importance & Strategies
"Your Network Is Your Net Worth"
Referrals & Professional Sites (LinkedIn)
Understanding Non-Verbal Communication
Body Language: Posture, Grooming, Positive/Negative Signals
Listening: Skills, Process, Thinking Involved
Speaking: Key Points, Articulation, Techniques
Business-Oriented Communication: Ethics, Business Language
Types of Questions: Open, Closed, Funnel, Probing
Good Question Manners
Importance, Techniques, Frameworks
Decision Examples: Instalments, Policy Choices
Education & Financial Analysis
Matching Products with Needs
Selling Techniques for SIP, Mutual Funds, Insurance, Loans, Credit Cards
Understanding Customer Needs & Responses
Interviews: Arpita Mishra on Service, Improvement, Grievances
Service in Rural Banking & ATM Transactions
Common Grievances: Credit Cards, Borrowers, Depositors
Redressing Grievances: Policy, Machinery, Ombudsmen, Timeframe
Bank Organizational Structure
Types of Banks: Commercial, Development
Career Scope & Success Factors
Banking Job Types: Tellering, Marketing, Management, Data Processing
Applying for Jobs: Procedures (Axis, ICICI, KVB)
Interview: Arpita Mishra
Zero Tolerance Policies
Banking Acts
Recent Banking Scams
Demonetization
Policy on Currency, Window Dressing, Bribery & Corruption