CURRICULUM

Advance Institute of Bank & Finance Services are committed to provide the complete and timely services to our valued customers. We are involved in all types of Banking, Insurance & Finance Training Services.

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BASICS OF BANKING

History & Overview
Banking Products
KYC-Understanding & Importance
Liabilities & Assets

BANKING SALES

Solutions Oriented Approach
Sales Process
DSR
Consumer Behaviour
Cross Selling Concepts

FOREX

OVERVIEW & IMPORTANCE
ACCOUNTS
DEPARTMENTS
INSTRUMENTS

BANKING OPERATIONS

Overview of Operational Concepts
Fund Transfer Mechanism & Types of Transfer
E-Transfer Process – Need & Importance
Understanding of Asset Operation Processes

MS EXCEL

Basics of Excel & Formulas
Vlookup & Hlookup
Pivot Table
Important Functions

INVESTMENT PRODUCTS

Equity & Debts Products
Bonds & Deposits
Mutual Fund Investments
Structured Products

FINANCIAL PLANING & PORTFOLIO MANAGEMENT

Financial Planing – Procedures & Steps
Portfolio Management
Stock Markets – Analysis & Technical Understanding

PROFESSIONAL EXCELLENCE

Personality Development
Soft Skill Enhancement
Mock Interviews, Group Discussion, Role Play Case Studies, Presentation & Field Projects

RELATIONSHIP MANAGEMENT

Consumer Profiling & File Management
Relationship Building Process
Lobby Management
Relationship Manager – Role, KRA & Performance Evalution

RISK MANAGEMENT

Introduction to Risk Management
Insurance Need Analysis
Insurance Policy Pricing & Selection

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+91253-2410952

 

EMAIL US AT
info@holyflowerenglishhighschool.in

 

ADDRESS
Shri Ram Nagar Near Narayan Bapu Nagar Old Saikheda Road Jail Road Nashik-Road Nashik – 422 101

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