Business Development Executive - BFSI

Build Your Career in Banking and Financial Services

(Inclusive of all applicable taxes)

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Application End Date: 31st October, 2022

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 To be announced
Duration 347 Hours
Language English
Assessment Dates Intermediate Assessments - After Each Module Final Assessment - Will be announced, one-month in advance
Course Format Online (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 hands-on experience as applicable.

    Get an overview of Banking and Financial Services sector; BFSI products, their features and benefits; and the sales process.
    Understand the process of primary data verification and credit evaluation for customers. Get skilled on a structured process of sales using the SPANCO framework.
    Master the technique of generating and qualifying leads, and the best practices of documentation.
    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.
    Focus on stategies for successful sales closure and effectively handling objections.
    Have a competitive edge with expert tips on ongoing and post-sales services.
    Get familiar with MIS and CRM concepts, its application in Banking and Financial services.
    Understand the basic concepts of stock market, demat account, mutual funds, insurance, along with the strategies to sell investment and insurance related products.
    Explore the entrepreneurship opportunities in banking & financial services.
    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)

Related Courses

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FAQs

1. What is the application process for the programme? +
    • Learners need to apply on or before the application end date.
    • Learners will receive an activation code post successful payment to activate the course.
    • The learning programme will be added to learners' dashboard on successful activation.