Bfsi corp presentation

04/13/23 All rights reserved1


A Global Benchmark for Workplace Skills

81 Countries

8500 Centers

600 + qualifications in

27 sectors

Best in Class Assessment Methodology

1.6 Million Certifications every year

Founded in 1878, London ,

UK

99% Employer recognition in

UK- As industry standard

Over 2 Million learners every

year

Over 30 Million

successful students


Manipal Education Group

Six Decades of Quality Education

3 Universities & 9 Campuses

Over 30 Professional Colleges

13 Professional streams

Presence in 20 Countries across the globe

170 courses 180,000 students

Over foreign 4,500 students - 53 nationalities


POWERING A SKILLS REVOLUTION

• Providing youth with industry specific skills, training them to benchmark standards and a recognized certification

• Multiple levels of qualifications within each vocation, to offer opportunities for lifelong learning & growth

• Qualifications that employers can rely on for productivity, raising standards in the workplace and staying competitive

Empowering the Youth with Proficiency & Pridein their chosen vocation

preparing them for Success at Work & Lifemaking them an Asset to Business & Society!


India - Growing Skill Gap

Most growth sectors face a crunch in skilled human resource availability!


37 Lac incremental human resource required in this segmentOn roll/off roll resourcesFinancial Intermediaries could be

a) Insurance agentsb) DSAsc) Mutual Fund Distributorsd) Wealth Managers

Skill set required:a) Basic understanding of BFSIb) Selling Skillsc) Financial Planning Knowledged) Soft Skills - Communication


Presenting

World Class Solutions to your Skill Development Needs!


Certification - The IndiaSkills Way World Class

QUALIFICATION

1.8 phase process with Industry & Academia inputs

2.Qualification built around particular job positions

3.Defined & measurable learning outcomes of Skills and Underpinning Knowledge

4.Multiple levels of qualifications and multiple qualification paths to fit industry career progression

Impeccable

DELIVERY

1.Industry experienced Trainers, certified thru product specific train-the-trainer program.

2.Teaching plan with classroom and practical sessions focused on Knowledge & Skill outcomes

3.Simulated work environment to enhance on-job skills

4.Balanced Visual, Auditory & Kinesthetic learning process

Best In Class

ASSESSMENTS

1.Structured skill evaluation checklist aligned to industry needs

2.The knowledge & skill outcomes are assessed at every milestone thru formative assessment Unit Tests

3.Final summative assessment to validate candidate achievement

4.Consistent & transparent assessment process across centers


Developing the right Qualification

Subject Matter Experts + Products Team

Industry Stakeholders

Functional Skills

Industry Specific , Qualification Neutral Skills

Industry Specific , Qualification Specific Skills

Core Course Content

Theory | Knowledge Intensive Modules

Practical | Exposure Intensive Modules

C&G Expertise


Assessment Methodology

Key Components

A clear statement of the standards of performance expected of successful candidates

Assessment instruments gathering sufficient valid and reliable evidence of ability to perform to the identified standards

A quality control system ensuring consistent application of standards and assessments over time and, where appropriate, place

An administrative system supporting smooth running of the program

Our Eight Principles of Assessment

Validity Authenticity Efficiency Feedback

Reliability Accessibility Cost Effect Transparency


Impactful Reach

YEAR 1 YEAR 2 YEAR3 YEAR4 YEAR 5

40 Centers

125 Centers

275 Centers

395 Centers

435 Centers

PAN INDIA PRESENCE


The IndiaSkills Impact

EmployabilityEfficiency

Staff Morale Skills Levels

Training Cost Adaptability Timelines

Learning CurveOperating Expenses

Customer SatisfactionProfitabilityProductivity

SustainabilityCompetitiveness

Employee Satisfaction

Change readiness

Proficiency

Pride


Level 2 Diploma in Financial Advisory and Marketing Services


Name Diploma in Financial Advisory and Marketing Services

GLH 190 hours

Units 8 units

•Designed to develop effective feet on street executives to market financial products

•Modular Short term course – duration 190 Hours

•Delivered through a combination of Class room Lectures Practical Sessions Role Plays, Discussions, Activities

Functional Skills – Ms excel, Ms word, Personal effectiveness, Selling skills and Customer service skills.

04/13/23 All rights reserved15 15

1. The Financial System 12 hours

2. Financial Planning 18 hours

3. Financial Markets 18 hours

4. Depositories & Key Depository Services 18 hours

5. Banking & Banking Products 24 hours

6. Insurance & Insurance Products 30 hours

7. Mutual Funds 30 hours

8. Relationship Management in Financial Services

40 hours

Unit No. Unit Name GLH


Learner Entry Criteria

• Min Class XII Pass• Age : 18 Yrs + at time of completion• Clear center screening process

– Counseling/ Interview : aptitude & interest in chosen vocation

– Basic English knowledge


Learner Employer

Employable


Introduction to the financial system. Components of the financial system. Regulatory framework in the financial system

Introduction to financial planning. Strategies and tools used in financial planning. Features and benefits of key investment products

Overview of the financial markets. Key aspects of the capital market.

The Financial System

Financial Planning

Financial Markets

Depositories and Key Depository

Services

Overview of depositories Key depository services


Overview of the insurance sector. Features and benefits of key insurance plans. Legal and regulatory framework in the insurance

sector.

Banking and Banking Products

Insurance and Insurance Products

Overview of the banking sector. Features and benefits of key banking products

and services. Legal and regulatory frameworks in the banking

sector.


Mutual Funds

Overview of mutual funds. Legal and regulatory framework in mutual funds. Key features and benefits of investment plans and

services in mutual funds. Process for investment in mutual funds. Accounting and valuation in mutual funds. Importance of returns and risks in performance of

mutual funds. Principles of scheme selection in mutual funds.


Relationship Management in

Financial Services

Essentials of effective presentation and conduct. Ms excel Ms word Importance of ethics in marketing financial

products and services. Important steps in the sales cycle. Key aspects of effective customer services.


The certificate will reflect performance through A. Pass (50% to 60%) B. Merit and (60% to 79%) C. Distinction (80% +) categorization

Assessment and Certification

To achieve the Level 2 Diploma in Financial Advisory and Marketing Services, candidates must

1.Successfully complete the assignments and Formative Assessment at the end of each unit. 2.Pass the final synoptic multiple choice test 3.Attend and successfully complete the final synoptic practical assignment.


BUSINESS IMPACT Excellent knowledge of financial products and skills to complete the formalities.

Excellent and effective relationship and marketing skills which will lead to retention of customers and acquisition of new clientele.

The Qualification Outcome!Course Module (GLH)

The Financial System (12)

Financial Planning(18)

Financial Markets (18)

Depositories and Key depository services (18)

Banking and banking products(24)

Insurance and insurance products (30)

Mutual funds(30)

Relationship management in financial services(40)

Competency Gained Knowledge of the financial system

Financial analysis and planning for an investor

Knowledge of the financial markets

Knowledge of the depository services

Knowledge of banking products

Knowledge of insurance products

Knowledge of mutual funds

Relationship and marketing skills


Level 3

•Level 3 qualification will be developed for our learners to move up

the industry ladder, in Year 2

•Targeted Role : this program is designed to develop into effective

financial planners and managerial staff.

•Entry Criteria : front-end feet on street executives with at least a

year of experience, or freshly hired supervisors

Higher levels to be developed in consultation with Industry in

subsequent years


Engage with Us!

• Nominated representative to give us inputs in fine-tuning qualifications to industry needs

• Internship & Recruitment Partner for the IndiaSkills learners– Share your manpower & skill needs on quarterly basis by

city/ region to help plan learner acquisition & center capacity meeting your needs

– Fee Subsidy / Employment Incentive to learners you select • Endorsing Partner for the qualification

– Agreement for co-branded promotional material• Specific in-house training & development needs


Partner Us

In Powering

A Skills Revolution!

Documents

Bfsi corp presentation