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Banking and Financial Services
  Domain/Industry > Banking and Financial Services (BFSI)  
 

The financial industry or financial services industry is one of the most prominent industries today. It includes a wide range of organizations involved with finance money involving money management, lending, investing, insurance, securities issuance and trading services.

The following institutions are a part of the Banking and other Financial Services Industry:

  • Banks
  • Credit Card Companies
  • Investment bankers
  • Securities traders
  • Financial planners
  • Security exchanges

With so many changes in the compliance requirements, elearning provides a platform for training employees in the financial industry on the latest regulations. To meet the competitive demands in the industry, banks and financial companies should make sure that employees are aware of the available training and the subject matter meets their needs.

We at Zobble offer the following services for the Banking and other Financial Services Industry:

For Elearning -

    1-People Development Module

  • Self Motivation

  • Managing Self

  • Work Life Balance

  • Presentation Skills

  • Communication Skills

  • Personality Development

  • Conversational Skills

  • Business Etiquette

  • Stress Management

  • Time Management

  • Language Enhancement

    2-Organization Development Module:

  • Induction course

  • Code of conduct

  • Customer Service

  • Internal Customer
  • Service
  • Supervisory Skills

  • Coaching & Mentoring

  • Goal Setting

  • Team Building

  • Building High Performance Teams

  • Interpersonal Effectiveness

    3-Skills Development Module:

    For Banking Basic:-

      • Corporate Governance Corporate Internet Banking

      • General Banking Operation

      • Global Banking Supervision

      • Banking for Non bankers

    For Bank Branch Management:-

      • Ancillary Services

      • Bookkeeping and Accounting

      • Deposits

      • Exchange Operations

      • HRM & CSR

      • Marketing

      • Payment and Settlement System

      • Retail Banking

      • Risk Management

      • Technology and Security

      • Bank Guarantees

      • Branch office Induction

    For Corporate Treasury Management (CTM):-

      • Foreign Exchange Management

      • Interest Rate Risk Management

      • Treasury Analytics

      • Case Studies

      • Enhancing Relationship Value: Tele-callers' training

      • Fixed Income Markets

      • Flotation

    For Foreign Exchange and Treasury:-

      • Foreign Exchange Management

      • Foreign Exchange Markets

      • Treasury Analytics

      • Implementation - Treasury Management

      • Case Studies - Treasury Management

    For Risk Management:-

      • Interest Rate Risk Management

      • Market Risk

      • Market Risk - Advanced

      • Market Risk - Basic

      • Market Risk - Intermediate

      • Operational Risk Management – Basel I

      • Operational Risk Management - Basel

      • Operations Induction

    For Performance Management and Retail Banking:-

      • Performance Counseling

      • Performance Feedback

      • Personal Effectiveness

      • Project Valuation

      • Relationship Management

      • Retail Assets Product Induction

      • Retail Banking Products

      • Retail Internet Banking


    For Financial Basic:-

      • Financial Accounting-Basic

      • Financial Planning

      • Understanding Financial Statements

      • Financial Institution Analysis - CAMELS Approach

      • Financial Mathematics

      • Export Finance and Import Finance

      • Branch Front Office Induction


    For eFRM:-

      • eFRM Coach

      • Credit Risk Measurement and Management

      • Market Risk Measurement and Management

      • Operational and Integrated Risk Mgmt, Legal, Accounting and Ethics

      • Quantitative Analysis

      • Risk Management and Investment Management

    For Corporate Treasury Management (CTM):-

      • Foreign Exchange Management

      • Funding and Investments

      • Case Studies

      • Treasury Analytics

    For Capital and Credit:-

      • Capital Adequacy Planning

      • Capital Adequacy Planning - Basel I

      • Capital Markets

      • Credit Analysis

      • Credit Derivatives

      • Credit Ratings

    For Risk Management:-

      • Market Risk

      • Market Risk - Advanced

      • Market Risk - Basic

      • Market Risk - Intermediate

      • Operational Risk Management

      • Operational Risk Management - Basel II

      • Operations Induction

      • Value at Risk

    For Performance Management:-

      • Performance Counseling

      • Performance Feedback

      • Personal Effectiveness

      • Project Valuation

      • Relationship Management

    Miscellaneous:-

      • Retail Assets Product Induction

      • Swaps

      • Trading Operation Controls

      • Treasury Analytics

      • Working Capital

      • Sarbanes Oxley

      • Sarbanes-Oxley Act

      • UCP 600

      • URC 522

      • Governance, Risk and Compliance

      • Financial Privacy

      • International Trade Finance

      • Management Accounting

      • Asset Securitization

      • Basel II - University

      • Book Building

      • Options

      • Case Studies - Treasury Management

      • Commodity and Energy Markets

      • DMAT Services

      • Trade Services

      • NRI Services

      • Equity Markets

      • e Brokerage

      • Fixed Income Markets

      • Flotation

      • Forfeiting

      • Funding and Investments

      • Futures & Forwards

      • IPO

      • Mutual Funds

    For Application Development -

    1- Learning Management System (LMS)
    2-Assessment Engine
    3-HR/MIS Management
    4-Gaming Portal
    5-Customized Game Based Applications

 
Our Esteemed Clients

3View Group

Azim Premji Foundation

Birla Sun Life Insurance Company Limited

Comat Technologies

ICICI Bank Ltd.

ICICI Prudential Life Insurance Company Ltd.

Leapfrog Strategy

Jetking Infotrain Ltd.

JPMorgan Chase & Co.

Infotech Resources


Reliance Consumer Finance



Reliance Capital Asset Management

SBI Life Insurance Co. Ltd.

Saint-Gobain India

Taj Resorts and Palaces

CSL Tech

ESSAR

Glenmark

Tata Teleservices



Future Generali India

Hindustan Unilever Limited

Hafele


Ness Technologies
Dun & Bradstreet
Information Services India Pvt. Ltd.


Gelnova Laboratories Pvt. Ltd.



Hitachi




Lionbridge Technologies Pvt. Ltd.




Abhyudaya Co-operative Bank Ltd.




Gaingyan (Hindugyaan)




Max Bupa Heath Insurance Company Limited.




ASK Investment Holdings (P) Ltd.




Cleartrip
  What's New

• An elearning course developed for Essar on Supply and Distribution.
• Number of courses developed for Hindustan Unilever Ltd. (HUL) on various topics.
• Compentency Certificate Program for ICICI Prudential Life Insurance.
• Complaince course for Birla Sun Life Insurance.

more >>  
  Client Testimonials

From Himani Pandey, ICICI Bank
Work done by your team is highly appreciated. Not only the quality of work but the sincerity and speed with which the work is completed is commendable. Thank you for finishing the work in a time bound manner.Really enjoyed working with you guys. Hope that more such opportunities arise in the future.

Many of our clients have appreciated the quality of our work and professional approach. Here are a few testimonials we have received from ICICI Prudential Life Insurance for Vertical Unlimited, a game-based e-learning course we developed for their sales team.

From Ravi Sanjit, Associate Vice President, ICICI Prudential Life Insurance "Application form rejection is a major challenge for our sales teams leading to unproductive work with the sales person having to go back to the customer repeatedly for completing the documentation. Vertical Unlimited is a game that is easy to play and by playing multiple times, has helped in improving one's knowledge about the form-filling process. Every time you play with different versions of the application form, the new challenges keep the player fully engaged."

From Sucharita Dey, Area Manager, ICICI Prudential Life Insurance"The game Vertical Unlimited really gives an insight on filling up the form without any mistake. It is a very creative way of teaching to fill an application form. It was worth the time I spent on the game. The game instructions were simple and helped understanding the game play. The game play was really interesting and engaging. I would recommend the game to my colleagues and sales force. It has increased the employee ability to identify mistakes on the application forms. With this game, the average turnaround time for the application form can improve."

From Shruti Kumble, Associate Training Manager, ICICI Prudential Life Insurance "Enjoyed the game Vertical Unlimited! It was a nice way to spend time and learn things. The instructions were clear and it certainly helped identify important areas of form filling. I would recommend it to my colleagues. The game can be really valuable to understand the insurance policy application and form filling processes better. Such a creative training solution has eliminated my reluctance to learning newer processes. It helps a lot in making things very easy and it's a fun way to learn about the application form. It gets participants excited an involved."

From Gurmeet Bhatia, Vice President Sales & Distribution, ICICI Prudential Life Insurance"This game Vertical Unlimited provided a good visual interface and opportunities for our sales force to practice application form filling in a simulated environment."

From Jyoti Tiwari, Saint-Gobain"We thank you and your team for the considerable effort that has been put to bring up our E-learning module: Saint-Gobain India Code of Conduct, to its current shape. Right from the mascot, treatment to each element , the assessment, the module has charmed most of us.
This module was recognized and awarded a Star in our Global Star Communication Awards for the articulation and treatment of each element.
Zobble Team has been diligent enough to work through several rounds of changes, updates and last minute fixes, at times working late. We want you to know that this has not gone unnoticed and we truly appreciate what Zobble Team has done for us.
We trust that Zobble Team continues to show their good work. We bank on you for our next module Saint-Gobain in India."


From Kelvin Chan, HitachiHappy with what I’ve experienced so far. Good that we do not have to be exceedingly involved beyond maintenance attention. Definitely appreciate the close support. As projects are always never 100% smooth with unexpected hiccups along the way, I deeply appreciate Zobble’s repeated timely help and support which comes without pressure on rework cost, unhappiness, etc...

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