Several presentations relating to Financial Services and their marketing with special a focus on India. Topics covered include:
1. Management of financial services, understanding the financial products
2. Overview of various financial services in India
3.Insurance-Meaning, advantages ,various types of insurance, Financial planning process, Risk management –Strategy to cover risk ,introduction to IRDA,
4. Mutual funds-Meaning, history and current market scenario –Indian and global, Types of mutual funds, Debt funds and types of Debt schemes, Types of equity funds/Growth funds, concept of hybrid funds, Mutual funds Vs. Other investments, Fund Structure, Introduction to the role and responsibility of Asset management company, Registrars, custodian, sales distribution channels.
5. Retail bank products-Meaning of banking business, introduction to Various bank products Selling bank products ,concept of cross selling ,Impact of technology on bank marketing.
6. Introduction to housing finance, Venture Capital Funds ,Merchant banking, Credit cards.
This presentation explores financial products and services in detail. It discusses the Indian Financial System and its constituents. Financial products are classified as per the place of issue/trade; Banks, Money market, Capital market, Asset / Fund based, Fee based. It also reflects on ‘How financial products are managed’ in the course of an individual’s Financial Planning Process.
This presentation differentiates between asset-based/fund-based and fee-based financial services. It discusses a number of examples in both categories. It closes …
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This presentation starts with a short introduction to money and how financial services are a means of facilitating its various functions. Financial Services and Financial Products are discussed in detail with special emphasis on their types, characteristics, marketing and the financial services industry. The presentation ends with an exercise requiring you to visit a web resource and answer the questions that follow.