CERTIFICATION

SP FINANCE ACADEMY OF INDIA

MASTER CERTIFICATION DETAILS

MODULE – I

1. BANKING & FINANCE

  • Introduction of General Banking and Finance Concept
  • Finance Terminology of Financial Sector
  • Retail Banking Regulatory Guidelines
  • Banking Products and Types of Loan
  • LPM (Loan Process Method) Practical Sessions.
  • Nature of Customer Loan Requirement
  • Relationships of Connectors Loan File Source & Customers
  • Loan Calculation Methods.
  • Insurance Premium Calculations
  • Documentations of Loan file for Customers
  • Co-ordination process of Loan Coordinator
  • File Login Process and back end methods
  • Embedded process of Bankers
  • All Step up of Bankers with Verification (FI -First Investigation, PD-Personal Discussions with Credit Manager)
  • Loan Sanction along with letter and Docket
  • Final interference of Loan Coordinators and Connector
  • Query and Re-verifications of Stages of Bankers
  • Final Verification of Checklists
  • Legal and technical initiation from bankers
  • RCU Process (Investigation of Documentation about property Deal Papers)
  • Final Loan disbursement Process of Loan Amount Cheque or DD to Customers.

2. REAL ESTATE

  • Introduction to Real Estate (Global & National)
  • Types of Real Estate - Commercial, Residential, Leasing Etc.
  • RERA & its Guidelines
  • Soft skills & Approach to client handling
  • Tools for Real Estate Marketing
  • Micro & Macro market segmentation
  • Targeting & positioning
  • 4p's of Marketing
  • Covid 19 & it's global impact on Real Estate

3. SALES SKILLS

  • What is Exact Retail Sale for Finance
  • Sales Types in Finance along with Loans.
  • Customer Orientations
  • Territory work for Sales in Real Estate Loans
  • Influencing and Persuasion skills
  • Product Introduction and Interact with customer
  • Marketing Strategies & Sales Process
  • Customer Service Process and Skills
  • Cross Selling and Up-selling
  • Customer Relationship Management
  • Professional Skills for Back end Telecommunication

MODULE – II

1. WEALTH MANAGEMENT – MUTUAL FUND

  • Fundamentals concepts of Fund
  • Types of Financial Funds
  • Mutual Fund Product Matrix
  • Equity Fund
  • Basics of Debt Funds
  • Hybrid Funds
  • Mutual Fund Analysis
  • Cold Calling for Funds
  • Fund Distribution
  • Risk Management

2. INSURANCE

  • Insurance Concepts
  • Life Insurance Products
  • General Insurance (Non-Life Insurance)
  • Fund Distribution along Insurance
  • Premium Calculations
  • Health Insurance

MODULE – III

1. PERSONALITY DEVELOPMENT

  • Effective Physical Appearance
  • Personal Grooming
  • Time Management, Stress Management, work Management
  • Professional Communication & Writing Skills
  • Motivation skills for Work
  • Personality Selling for Lead Generation
  • Trust Making about Commitment
  • Mediation and Yoga

2. DIGITAL MARKETING

  • Introduction of Digital Marketing
  • SEO (Search Engine Optimizations
  • Search Engine Marketing
  • Pay Per Click Marketing
  • Email & SMS Marketing
  • Social Media Marketing
  • Digital Display Marketing
  • Mobile Marketing
  • Website Analytics

EVERYTHING ABOUT ENTREPRENEURSHIP

Program Benefits

Digital Class Program

  • Learn From The Industry Leaders Who Have Built Billion Dollar Businesses.
  • 5 Days Of Physical Live Session With Dr. Vivek Bindra.
  • 24 Digital Live Sessions And Q&A With Dr. Vivek Bindra.
  • 25 Business Strategy Frameworks From Leadership Funnel Program.
  • 264 Premium, Exclusive & Publically Unavailable Videos.
  • 264 Most Powerful Reading Materials To Enhance Your Learnings.
  • 264 Assessments To Keep A Track Of Your Learnings.

Topics Covered

STRATEGY

EXECUTION & OPERATIONS

FINANCE + FUND RAISING

HUMAN RESOURCE

SALES & MARKETING BRANDING

CUSTOMER EXPERIENCE

LEGAL + COMPLIANCE

TECHNOLOGY

EAE ( PROBLEM SOLVING COURSE ) -