Bfsi corp presentation

A Global Benchmark for Workplace Skills

Founded in 600 + Best in Class
81 Countries
1878, London , qualifications in Assessment
UK 8500 Centers 27 sectors Methodology

99% Employer Over 30
1.6 Million Over 2 Million
recognition in Million
Certifications learners every
UK- As industry successful
every year year
standard 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

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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 & Pride
in their chosen vocation
preparing them for Success at Work & Life
making 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 segment
On roll/off roll resources
Financial Intermediaries could be
a) Insurance agents
b) DSAs
c) Mutual Fund Distributors
d) Wealth Managers
Skill set required:
a) Basic understanding of BFSI
b) Selling Skills
c) Financial Planning Knowledge
d) Soft Skills - Communication


Presenting

World Class Solutions to your Skill
Development Needs!


Certification - The IndiaSkills Way
World Class Impeccable Best In Class

QUALIFICATION DELIVERY ASSESSMENTS
1.8 phase process with 1.Industry experienced 1.Structured skill
Industry & Academia inputs Trainers, certified thru evaluation checklist
product specific train-the- aligned to industry needs
2.Qualification built around trainer program.
particular job positions 2.The knowledge & skill
2.Teaching plan with outcomes are assessed at
3.Defined & measurable classroom and practical every milestone thru
learning outcomes of Skills sessions focused on formative assessment Unit
and Underpinning Knowledge & Skill Tests
Knowledge outcomes
3.Final summative
4.Multiple levels of 3.Simulated work assessment to validate
qualifications and multiple environment to enhance candidate achievement
qualification paths to fit on-job skills
industry career 4.Consistent & transparent
progression 4.Balanced Visual, assessment process
Auditory & Kinesthetic across centers
learning process


Developing the right Qualification

C&G Subject Matter Experts + Industry
Expertise Products Team Stakeholders

Functional Industry Specific , Industry Specific ,
Skills Qualification Neutral Skills Qualification Specific Skills

Core Course Content

Theory | Knowledge Intensive Practical | Exposure Intensive
Modules Modules


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
435 Centers

395 Centers

275 Centers

125 Centers

PAN INDIA
40 Centers
PRESENCE

YEAR 1 YEAR 2 YEAR3 YEAR4 YEAR 5


The IndiaSkills Impact
Proficiency
Employability
Efficiency Customer
Staff Morale Satisfaction
Skills Levels Profitability
Productivity
Sustainability
Competitiveness
Employee
Training Cost
Adaptability Timelines
Satisfaction
Learning Curve Change readiness
Operating Expenses
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.

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Unit No. Unit Name GLH

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 40 hours
Services

15

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

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 Introduction to the financial system.
The Financial  Components of the financial system.
System  Regulatory framework in the financial system

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

Financial Markets  Overview of the financial markets.
 Key aspects of the capital market.

Depositories and  Overview of depositories
Key Depository  Key depository services
Services

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 Overview of the banking sector.
Banking and  Features and benefits of key banking products
Banking Products and services.
 Legal and regulatory frameworks in the banking
sector.

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

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

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 Essentials of effective presentation and conduct.
 Ms excel
 Ms word
Relationship
 Importance of ethics in marketing financial
Management in products and services.
 Important steps in the sales cycle.
Financial Services
 Key aspects of effective customer services.

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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.

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

The Qualification Outcome!
Course Module (GLH) Competency Gained
The Financial System (12) Knowledge of the financial system
Financial Planning(18) Financial analysis and planning for
an investor
Financial Markets (18) Knowledge of the financial markets
Depositories and Key depository Knowledge of the depository
services (18) services
Banking and banking products(24)
Knowledge of banking products
Insurance and insurance products
(30) Knowledge of insurance products
Mutual funds(30)
Knowledge of mutual funds
Relationship management in
Relationship and marketing skills
financial services(40)

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.

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!


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