Track
Service Management
Duration
30 hours
Skill Level
Advanced
Language
English
About this Course
Learn core investment principles and instruments relevant to the Indian market landscape.
Learning Mode: Learn at ALC or at Home
Detailed Course Curriculum
Hands-on module breakdown aligned with MKCL production standards and industry requirements.
- Introduction to Life Insurance
- What is Life Insurance
- LIC of India
- About LIC
- Insurance as a Means of Savings
- Introduction to Life Insurance Schemes
- Types of Life Insurance
- Home insurance and motor insurance
- Documents required for motor insurance claim
- Factors affecting insurance claims and precautions to be taken care of
- Should or should not one opt for Claim Settlement?
- Introduction to Agriculture/ Crop Insurance
- What is Crop Insurance
- What is Crop yield
- Buying Crop Insurance
- Government Schemes and Private Insurers
- How to File an Insurance Claim - General & Life
- Introduction to Stocks
- Types of Stocks
- Basics of Investing in stocks
- Earning per share
- Dividend per share
- The Initial Public Offering process
- Mr Yogesh Shah interview
- Introduction to Share Market
- Stocks
- How the stock market works
- National Economic news
- National stock exchange
- Index
- Interview_Ekta
- Introduction to Risk
- Risk
- Standard Deviation
- Risk & Risk Types
- Diversification in Investments
- Risk Reduction
- Introduction to Evaluation of Stock and Risk Assesment
- Philip Fisher’s 15-Point Investment Checklist
- Qualitative & Quantitative Analysis
- Key Financial Ratios When Buying Stocks
- Stock Ratio Categories
- Buying & Selling Order Types
- Introduction to Mutual Funds
- Types of Mutual Funds
- Key indicators of a successful MF
- Risks associated with Mutual Funds
- Mr Sridhar interview
- Mrs Ekta Shah interview
- Introduction to Equity Mutual Funds
- Equity Mutuals Funds
- Classification
- Types of Equity Mutuals Funds
- Role of Investors in Equity Markets
- Link of Equity Mutual Funds to Stocks
- Ms Archita Interview
- Introduction to Debt Securities
- Shares and Stock Market
- Securities
- Classification of Debt Securities
- Introduction to Investing in Mutual Funds
- Investing in mutual fund
- Accepted payment methods and processes for making payments
- Calculation of annual growth rate
- Calculation of net asset value
- Formulae for calculating returns of mutual funds
- Introduction to Systematic Investment planning
- Systematic Investment Plans
- What are Systematic Investment Plans?
- How Do Systematic Investment Plans Work?
- Advantage of Rupee Cost Averaging (RCA)
- How to get started with SIP Investments?
- Why should one invest in SIP?
- Calculation of Systematic Investment Plans
- What are the other benefits of SIPs?
- Mr Sridhar interview
- Introduction to Investment Opportunities: Post Office Schemes
- Post Office Saving Account
- National Saving Recurring Deposit Account
- National Saving Time Deposit Account
- National Saving Monthly Income Scheme Account
- Senior Citizens Saving Scheme Account
- Public Provident Fund Account
- National Savings Certificates
- Kisan Vikas Patra Account
- Sukanya Samriddhi Scheme
- Introduction to Investment Opportunities: Government Bonds
- Tyes of government bonds
- Government bonds: how they benefit us
- NSE goBID APP & KARVY
- Introduction to Investment Opportunities: Others
- Public Provident Fund
- National Pension Scheme
- Real Estate
- Introduction to Microfinance
- Microfinance, Development, Income generating activities
- Grameen Bank
- Credit Delivery Methodology : Credit Lending Models
- MFIs
- Role of NGOs
- Microfinance industry growth
- Introduction to Commercial microfinance
- Pricing of Microfinance Products
- Microfinance Products
- Risk Management
- MFIs
- Role of NGOs
- Microfinance industry growth
- Introduction to Commercial microfinance
- Pricing of Microfinance Products
- Microfinance Products
- Risk Management
- Microinsurance
- Modern Marketing
- Marketing of Banking Services
- Social media and digital media marketing
- Objectives
- Introduction to Prospecting Customers
- Introduction to Customer Prospecting
- Fundamentals of finance marketing
- 04 code of conduct for direct selling agents
- Introduction to Networking Skills
- What is Networking?
- Importance of Networking
- Understanding the phrase “Your Network is your Networth”
- Getting referrals from existing clients
- Use of Professional sites such as LinkedIn to increase and maintain contact with professionals.
- Introduction to Non-Verbal Communication and Body Language
- Non Verbal Communication
- Body Language
- Clothing and Grooming
- Body Postures
- Positive Body Language
- Negative Body Language
- Introduction to Communication Skills: Listening
- Interpersonal skills and Relations with customers
- Communication
- Need for communication
- Process of communication
- Objectives of communication
- Listening skills
- Hearing and listening
- Thinking and listening
- Active listening
- Introduction to Communication Skills: Speaking
- What are Speaking Skills?
- What are the Key Checkpoint before Speaking?
- What are some Speaking Skills that you can Employ
- Articulation
- Communication Skills
- Introduction to Communication Skills: Business Oriented
- Business Language Skills
- Communication ethics in business
- Introduction to Questioning and Data gathering
- Open and closed questions
- Funnel questions
- Probing Questions
- Manners to be followed while asking questions
- Introduction to Data Analysis and Decision making
- Importance of Data Analysis
- Data analysis techniques
- Decision making framework
- Deciding instalment amount for a client
- Finalizing a policy amongst multiple options
- Introduction to Education & Financial Analysis as first step of sales process
- Making your product fit to their needs
- Financial education of customers
- Selling to satisfy customer’s need and not your own
- Introduction to Sale of Financial products
- How to sell SIP/ mutual funds
- How to sell insurance
- How to sell loans
- How to sell credit cards
- Introduction to Customer Service In Banking
- Understanding the needs of customer
- Response to customer’s complaints
- Interview Arpita Mishra - Customer Service in Banking
- Introduction to Improving Customer Service
- Rural Banking
- ATM transactions and customer service
- Interpersonal and Communication Skills
- Interview Arpita Mishra - Improving Customer Service
- Introduction to Customer Grievances
- Main grievances of credit card customers
- Main grievances of small borrowers
- Main grievances of small depositors
- Other grievances
- Interview Arpita Mishra - Customer Grievances
- Introduction to Customer Grievances Redressal
- Objectives
- Policy
- Solving customer Grievances
- Internal machinery to handle customer complains
- Banking ombudsmen
- Officers to handle complaints
- Timeframe
- Introduction to Career in Banking
- Organizational Structure of Banks in India
- Commercial Banks
- Development Banks
- Why a Career in Banking ?
- Career Scope in Banking
- Introduction to Jobs in Banking
- Success in Banking
- Types of Banking Jobs
- Bank Teller
- Bank marketing representative
- Branch Manager
- Hierarchy and job responsibilities of a Bank Manager
- Data processing officer
- Applying for various bank positions
- Steps to apply for a job in Axis Bank
- ICIC Bank
- Karur Vysya Bank
- Job Profile and Responsibilities
- Interview Arpita Mishra - Jobs in banking
- Introduction to Zero Tolerance Policies
- Important Banking Acts
- Banking Scams in the recent past
- Demonetization
- Banking policy on fake and damaged currency
- Window Dressing
- Bribery and corruption
Eligibility Criteria
• Basic knowledge of computers and keen desire to build skills in this field.
• Open to students, job seekers, and working professionals.
• Open to students, job seekers, and working professionals.
Official Certification
• Official MKCL KLiC Certificate upon successful completion of the course and evaluations.
Work-Centric Learning Approach
• 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!
• 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!
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