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.
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
Register Now!
CALL US AT
+91253-2410952
EMAIL US AT
info@holyflowerenglishhighschool.in
