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Financial Products Marketing & Customer Experience

Course Fee - 25,000/- +GST
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11 Certificate Courses

50+ Hours of
Digital Content

Access to Content
on Digital Platform

Knowledge Partners

State Bank of India
New York Institute of Finance
Deloitte
Knowledge

Partners

State Bank of India
  • Fundamentals of Marketing
  • Customer Experience (CX) in Bank 4.0
  • Fundamentals of API services
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Deloitte
  • Customer Acquisition—Branch Operations & Client Services
  • IA Transformation
  • Remittance & Swift
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New York Institute of Finance
  • Business Valuation
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KNOLSKAPE
  • Sales Quest - Managing Sales Pipeline
  • DataWhiz - Data Visualization for Informed Decision Making
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Harappa Education
  • Negotiating wisely
  • Speaking Effectively
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Financial Products Marketing & Customer Experience

The "Financial Products Marketing & Customer Experience" course is a 50+ hours program designed to equip participants with a deep understanding of marketing fundamentals, customer experience in the digital age (Bank 4.0), data-driven marketing trends, and the essential skills needed to effectively market and sell financial products. From building marketing insights to managing sales pipelines and mastering data visualization, this course covers a wide array of critical topics. Students will also develop negotiation and communication skills while gaining insights into business valuation, making it an indispensable resource for those looking to excel in the financial services industry. This Program also includes quintessential components of business valuations required in the age of digital marketing of ideas and products.

Financial Products Marketing & Customer Experience
Course By

State Bank of India (SBI)

Fundamentals of Marketing

Course Access - 1 Years

State Bank of India | Duration : 10 Hrs

Fundamentals of Marketing

This course endeavors to provide comprehensive and engaging learning of marketing fundamentals, concepts, and skills needed to be successful in marketing.

Customer Experience (CX) in Bank 4.0

Course Access - 1 Years

State Bank of India | Duration : 4 Hrs

Customer Experience (CX) in Bank 4.0

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Fundamentals of API services

Course Access - 1 Years

State Bank of India | Duration : 5 Hrs

Fundamentals of API services

This course equips learners with knowledge of banking API services, covering protocols, standards, design principles, security, authentication, real-world examples and future trends.

Course By

Business Valuation

Course Access - 1 Years

New York Institute of Finance | Duration : 6 Hrs

Business Valuation

This curriculum teaches the fundamentals of valuing public and private companies through a case study approach. It covers the different methodologies and focuses on the Discounted Cash Flow.

Course By

Deloitte

Customer Acquisition—Branch Operations & Client Services

Course Access - 1 Years

Deloitte | Duration : 2.4 Hrs

Customer Acquisition—Branch Operations & Client Services

Build a strong understanding of customer acquisition, branch operations, and client servicing processes. Explore investor decision-making, acquisition strategies, transaction flows and key servicing processes.

IA Transformation

Course Access - 1 Years

Deloitte | Duration : 1.5 Hrs

IA Transformation

As per the three lines of defense, the audit function is the third line of defense, independent of business, support, risk and compliance functions. Several regulators mandate an independent audit function.

Remittance & Swift

Course Access - 1 Years

Deloitte | Duration : 9.2 Hrs

Remittance & Swift

This course covers inward and outward remittances, regulatory reporting, Beneficiary Identifier Code (BIC), how SWIFT works, message types, regulatory guidelines, audit approach and blockchain.

Course By

Wealth Management

Course Access - 1 Years

KNOLSKAPE | Duration : 20 Hrs

Wealth Management

This course explains investment strategies and performance evaluation. It helps you understand and manage wealth effectively.

Investment Analysis and Portfolio Management

Course Access - 1 Years

KNOLSKAPE | Duration : 3.5 Hrs

Investment Analysis and Portfolio Management

Investments are common across all investors from individuals to institutions. This course explains investment analysis and portfolio management concepts.

Financial Planning

Course Access - 1 Years

NAL | Duration : 4 Hrs

Financial Planning

This course helps in understanding the fundamentals of the company and understanding them from financial statements and planning concepts.

Financial Derivatives

Course Access - 1 Years

NAL | Duration : 20 Hrs

Financial Derivatives

This course aims at providing an in-depth knowledge about derivatives. This course covers all types of derivatives including financial concepts and analysis.

Contact For More Information
Prathma :
+91 9137662466
Kaveri:
+91 7385111639
Email:
Gen_pdp@nal.co.in

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