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HDFC Agile Banker--PB Sales Batch-1

Course Instructor: GLOBAL BIFS ACADEMY

₹47200.00

To enroll in this course, please contact the Admin
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Course Overview

Schedule of Classes

Start Date & End Date

Jul 14 2025 - Aug 09 2025

Course Curriculum

1 Subject

HDFC Agile Banker--PB Sales Batch-1

70 Learning Materials

BASICS OF BANKING

A . Introduction To Bank

B. Retail Banking

C. Details Of Retail Banking Liability Products

D. NRI Accounts In India

E. Remittance Facilities In Banks

F. Types Of Customers In Banks

G. Bankers Customer Relationship

H. Alternate Channels In Banking

I. 360 Degree Approach To Retail Banking

SOFT SKILLS

A - Soft Skills

B - Communication Skills

C - Professional Skills

D - INTERVIEW TECHNIQUES

NISM V A - MUTUAL FUND DISTRIBUTOR

CHAPTER 1: INVESTMENT LANDSCAPE

CHAPTER 2 : CONCEPT & ROLE OF MUTUAL FUND

CHAPTER 3 : LEGAL STRUCTURE OF MUTUAL FUNDS IN INDIA

CHAPTER 4 : LEGAL & REGULATORY FRAMEWORK

CHAPTER 5 : SCHEME RELATED INFORMATION

CHAPTER 6 : FUND DISTRIBUTION & CHANNEL MANAGEMENT PRACTICES

CHAPTER 7 : NET ASSET VALUE, TOTAL EXPENSE RATIO & PRICING OF UNITS

CHAPTER 8 : TAXATION

CHAPTER 9 : INVESTOR SERVICES

CHAPTER 10: RISK, RETURN AND PERFORMANCE OF FUNDS

CHAPTER 11 : MUTUAL FUND SCHEME PERFORMANCE

CHAPTER 12 : MUTUAL FUND SCHEME SELECTION

CHAPTER NO 3

PPT

THIRD PARTY PRODUCT

Introduction of Third-Party Products

Risk Management

Types Of Third-Party Products

Introduction To Insurance

Introduction To Life Insurance

Unit linked insurance Products

Non-Life Insurance Products

Demat Accounts

PPF, SSS and Other Government Business in India

BASICS OF BANKING - 1

Introduction Of NISM & Chapter 1

Introduction to NISM

PPT

NISM V-A MUTUAL FUND

NISM V-A MUTUAL FUND NOTES

DOC

NISM MUTUAL FUND NOTES

NISM MFD - CHAPTER 1-3

NISM MFD - CHAPTER 1-5

NISM MFD - CHAPTER 6-7

RETAIL BANKING

NISM MFD - CHAPTER 8-9

THIRD PARTY PRODUCTS

SALES & RELATIONSHIP MANAGEMENT - 1

NISM CHAPTER NO 6

NISM CHPATER 6

PDF

NISM CHAPTER 7

PDF

NISM CHAPETER 8

PDF

NISM CHAPETER 10-1

PDF

INVESTOR SERVICES

PDF

SALES AND RELATIONSHIP RECORDING

18 JUNE 2025

Video
01:21:15

19 JUNE 2025

Video
01:16:57

20 JUNE 2025

Video
01:12:39

17 JUNE 2025 FAQ'S

Video
01:09:59

21 JUNE 2025

Video
00:00:05

23 JUNE 2025

Video
00:59:58

SALES AND RELATIONSHIP

INTRODUCTIO TO SALES IN BANKING

SALES CYCLE IN BANKING

RELATIONSHIP MANAGEMENT

CRM IN BANKING

THIRD PARTY

Introduction of Third-Party Products

Risk Management

Types Of Third-Party Products

Introduction To Insurance

Introduction To Life Insurance

Unit linked insurance Products

Non-Life Insurance Products

Demat Accounts

PPF, SSS and Other Government Business in India

LEGAL COMPLIANCE

REGULATORY FRAMEWORK

RESERVE BANK OF INDIA

KYC AND OTHE COMPLIANCE

BANKING REGULATION ACT 1949

SEBI_SECURITIES REGULATIONS

IRDAI_INSURANCE REGULATIONS

PFRDA_PENSION REGULATIONS

FEMA RUGULATIONS

CONCLUSION

NISM MFD - CHAPTER 10

NISM MFD - CHAPTER 11-12

EVALUATION EXAM - 1

EVALUATION EXAM - 2

EVALUATION EXAM - 3

Course Instructor

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GLOBAL BIFS ACADEMY

26 Courses   •   1242 Students