Course Summary
The Indian BFSI (Banking, Financial Services and Insurance) sector is evolving and transforming rapidly. A recent report by PwC (FY 2020-21) stated that India is all set to become the third-largest domestic banking sector by 2050, after China and the United States.
The Business Development Executive - BFSI (BDE-BFSI) course will equip the learners with skills and knowledge necessary to effectively present the BFSI products, convince customers and successfully close deals. This course comprises a series of self-paced learning artifacts, live lectures aided by demonstrations, assignments, periodically structured formative assessments and a summative assessment at the end of course.
After completing the course, learners will acquire knowledge of the following:
- Understanding of the BFSI sector
- Roles and responsibilities of a BDE
- Various banking products and policies
- Structured sales process (SPANCO)
- Best practices in ongoing and post-sales service
- Soft skills such as goal setting, time management, ethics and values, decision making skills, negotiation skills, and teamwork
- Employability skills such as resume building, interview preparation and the importance of upskilling
Course Details
Course Commencement
Duration
244 Hours
Language
English
Assessment Dates
Intermediate Assessments - After Each Module
Final Assessment - Will be announced, one-month in advance
Course Format
Blended (Self-paced + Live Lecture + Hands-on Learning)
Eligibility Criteria
Graduate from any stream
Credits
Total Credits - 5
- Theory: 5 Credits
Course Syllabus
The course syllabus will be delivered through a combination of learning resources, live lectures, community-based interactions and
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Get an overview of Banking and Financial Services sector; BFSI products, their features and benefits; and the sales process.
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Understand the process of primary data verification and credit evaluation for customers. Get skilled on a structured process of sales using the SPANCO framework.
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Master the technique of generating and qualifying leads, and the best practices of documentation.
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Learn the tips and techniques to approach customers and evaluate their needs. Translate the insights to effectively present the product features and benefits to customers.
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Focus on stategies for successful sales closure and effectively handling objections.
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Have a competitive edge with expert tips on ongoing and post-sales services.
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Get familiar with MIS and CRM concepts, its application in Banking and Financial services.
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Understand the basic concepts of stock market, demat account, mutual funds, insurance, along with the strategies to sell investment and insurance related products.
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Explore the entrepreneurship opportunities in banking & financial services.
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The Youth Development Module (YDM) framework is inspired by the World Bank PRACTICE model, which is based on the concept of Social and Emotional Learning (SEL). The focus is to develop the individual on a personal level and influence personal development, which eventually impacts all the areas of their life, whether it is personal or professional.
Course Components
Digital Learning Resources
Digital Learning Resources
Enriching learning resources accessible anytime and anywhere
Live Lectures
Live Lectures
Live lectures delivered by Academic Experts
Academic Connect Community
Academic Connect Community
Moderated by an academic expert with a focus on building conceptual clarity
Industry Connect Community
Industry Connect Community
Moderated by an industry expert with a focus on building industry-oriented applied knowledge
Industry Assignments
Industry Assignments
Access to projects to offer industry-relevant practical exposure to learners
Intermediate Assessments
Intermediate Assessments
Continuous skills competency check highlighting scope for improvement
Final Assessment
Final Assessment
End-term test of theoretical and applied knowledge
Digital certification
Digital certification
Certificate issued by Academia and Industry on successful completion of learning programme
Internship Opportunity
Internship Opportunity
To provide on the job real-time industry exposure for learners in the respective learning programmes
Job Opportunity
Job Opportunity
Access to TCS iON Job Listing Portal - a hub of employment opportunities across sectors
Digital Learning Resources
Enriching eLearning resources accessible anytime and anywhere
Live Lectures
Live lectures delivered by Academic and Industry Trainers
Academic Connect Community
Moderated by an academic expert with a focus on building conceptual clarity
Industry Connect Community
Moderated by an industry expert with a focus on building industry-oriented applied knowledge
Industry Assignment
Access to projects to offer industry-relevant practical exposure to candidates
Intermediate Assessment
Continuous skills competency check highlighting scope of improvement
Final Assessment
End-term test of theoretical and applied knowledge
Digital certification
Certificate, jointly issued by Acadmia and Industry on successful completion of learning program
Internship Opportunity
To provide on the real-time industry exposure for learners in the respective learning programs
Job Opportunity
Access to TCS iON job listing portal - a hub of employment opportunities across sectors
Meet the Mentor(s)
Pooja Rathore
BFSI Facilitator
TATA STRIVE, Pune
Pooja Rathore has more than 5 years of work experience in sales training, and 3 years of experience in CSR Projects. She has worked on various government skill development programmes like PMKVY, DDUKGY and UKSDM. She has been associated with Tata Strive since July 2019, and had earlier worked with TVS as an executive trainer where she delivered corporate training to all the newly joined staff of private banks like AXIS, ICICI, HDFC. She is ToT certified by RASCI. She has done her MBA in Finance and Marketing from DAVV University, Indore.
Suvarna Mungee
BFSI Facilitator
TATA STRIVE, Pune
Suvarna Mungee has more than 14 years of work experience, which includes 6 years of experience in sales and marketing, and 7 years of experience in CSR projects in different roles and capacities. She has been associated with Tata STRIVE as a facilitator for close to 4 years, and has been actively involved as SPOC for BLENDED content development and review of BFSI-BDE Course. Before joining Tata STRIVE she worked with renowned organisations like TimesJobs.com, ICICI Foundation's ICICI RSETI, Mahindra & Mahindra's NAANDI Foundation, among others. She has done her MBA in Marketing and International Business. She is also an SME for training the trainers for BFSI-BDE course. Additionally, she is also a part of the Quality Assurance team.
Aditi Trivedi
BFSI Facilitator
TATA STRIVE, Pune
Aditi Trivedi has over 10 years of experience across BFSI Operations & Sales, HR, Learning & Development. She has been associated with Tata STRIVE as a BFSI facilitator for the last 5 years, and has trained nearly 500 learners on BFSI sales & soft skills. After completing her Postgraduation in HR, she joined Axis Bank as an executive. She is also a TISS Certified Trainer, Certified Depository Operations Trainer & Mutual Fund Distributor. She has worked on various Training & Development projects with Tata Steel and Hexaware Technologies.
POTENTIAL CAREER PATH
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