Search results “Marketing a financial product”
Marketing for financial services and banks - interview with Balaji Vishwanath about marketing money
Marketing financial services and marketing money has become more challenging. In this interview Balaji Vishwanath - an experienced financial services marketing executive - explains what he thinks about the movements for financial services marketers. He has worked both in North America and his native India. Hear how he compares marketing in these two regions. In an era where customisation and personalisation is important, marketing money has a lot to do with timing and reaching the right person with the right message. Hence making data actionable is of the utmost importance. The interview took place at the DMAI in New Delhi, India. If you are based outside India, you might like to know that financial services companies in India take a very aggressive approach to marketing. In Northern Europe, where I am from, banks, insurers and businesses involved in financial services, generally are much more conservative. Learn more about Michael Leander here http://www.michaelleander.me Data driven marketing solutions for financial services http://www.gidma.com Stay tuned for more CMO Talks here or at http.//www.marketingtelly.com Connect with Mr. Balaji Vishwanath on LinkedIn here: in.linkedin.com/in/balajiviswanath
Views: 8536 Michael Leander
The 2 Most Importart Words In Marketing Financial Services
In this episode of The Ambitious Advisor, Greg Rollett breaks down the 2 most important words in any financial marketing campaign - constancy and consistency. There is a reason why Dave Ramsey has millions of fans and Suzie Orman shows up on TV nearly every night. There is also a reason why no one is talking about you, your financial practice or your financial products. Discover simple financial marketing ideas to create media that your market will watch and pay attention to in order to grow your financial practice. In this episode Greg answers the following financial marketing questions: How do I market my financial business? What is the best way to get new leads for my financial practice? What kind of videos should I create to get new financial leads? What are the best ways to market and sell annuities and life insurance? The Ambitious Advisor is hosted by Emmy® Award Winning Producer Greg Rollett. Each episode unlocks key ideas, strategies and tactics local, independent financial advisors, RIA's, financial planners and insurance agents can use to grow their book of business. Whether it's utilizing the power of online video, advertising on Facebook, email marketing and the power of direct response, Greg is on the cutting edge of what financial advisors can do right now to get their phone ringing and their calendar booked up. To learn more about how Ambitious Advisor can help you turn you into a financial powerhouse, visit http://ambitiousadvisor.com. For questions, press inquiries or other comments, please email [email protected] Follow Greg online: Facebook ➡️ http://facebook.com/ambitioustoday Instagram ➡️ http://instagram.com/gregrollett
Views: 388 Ambitious TV
How to Make $500 per Day Marketing Financial Products and Loans
In this illustration I show how using one of our RMP's at myzipploan.com you can find installment loans for clients and make $50 - $100 per lead.
Views: 2525 Terry Wilson
How to Sell A Product - Sell Anything to Anyone with The 4 P's Method
▸ FREE COURSE: Discover The 10 BEST Ways to Make Passive Income Online (Even If You're A Complete Beginner) | https://passiveincomekingdom.com ▸ [FREE] 🔥FREE BOOK: "The YouTube Success Formula" Discover The 31 Tactics To Start A Six Figure YouTube Channel From SCRATCH | https://bit.ly/2E4OhMh ► Free 11 Questions to Change Your Life http://refusingtosettle.com WATCH PART II HERE: https://youtu.be/RzySC4hmlIs Stop settling start living Clark ____________________ How to Sell A Product so That People MUST Buy - 4 P's Method Promise In this video, I will teach you how to sell so good people will pull out the wallet and say “TAKE MY MONEY”. Before you learn this must promise me: I WILL ONLY USE THIS METHOD FOR GOOD. I WILL NOT MANIPULATE. If you can’t promise that, aka you’re a sociopath do not watch this video. Picture If you’re watching this video I’m willing to bet you’ve had to SELL something at some point in your life. physical product? IDEAS? Sell yourself in an interview. Whatever it is, picture having a method that works for anything — A master key in the back of your pocket you can pull out any sales situation and it fits perfectly. Unlock the results you want with one turn. Teach you that simple formula I use for writing persuasive content, sales pitches, convincing girlfriend where we should eat — list goes on. ___ // BEST COURSES ▸ (FREE Course) Passive Income | http://passiveincomekingdom.com ▸ Courses That Crush | http://coursesthatcrush.com/go ▸ Video Breakthrough Academy | https://myvideobreakthrough.com ▸ Backstage Studio | https://mybackstagestudio.com ▸ My Best Journal 2.0 | http://mybestjournal.com ▸ 30-Day Coaching | https://my30DayCoaching.com ▸ Shopify Dropshipping Course | https://tinyurl.com/y8zoft8t ▸ Amazon FBA Course | https://tinyurl.com/y7q6yc9u ▸ Facebook Ads Course | https://tinyurl.com/y9gmbz5a ▸ Affiliate Marketing Course | https://bit.ly/2Qfuykr ___ // R E S O U R C E S ▸ Ultimate Online Business Resource Guide | https://bit.ly/2DYmFZk ▸ ULTIMATE YouTube Gear Guide | https://bit.ly/2KUQjQl ▸ FREE Audiobook with Audible | https://bit.ly/2PiF3Og (affiliate) ▸ Join the Refusing to Settle Mastermind | https://goo.gl/wsNnwu ▸ Join the YouTube Entrepreneurs Group | https://bit.ly/2t2fDeW ▸ FREE 14-Day Trial: Build Amazing Websites Under 20 min | https://bit.ly/2G0JRbU (affiliate) ___ // F O L L O W ▸ instagram | @refusingtosettle ▸ facebook | /clarkdangerous ▸ facebook group 01 | https://goo.gl/wsNnwu ▸ facebook group 02 | https://bit.ly/2t2fDeW ▸ spotify mix | https://tinyurl.com/yazfeujt ▸ twitter | @clarkkegley ___ // P L A Y L I S T S ▸ Best of RTS Playlist | https://goo.gl/5Spvy6 ▸ Create Your First Online Course | https://tinyurl.com/y7kmqg5j ▸ Start Your YouTube Channel | https://tinyurl.com/y7luepzx ▸ Money Monday Series | https://goo.gl/7mMxgL ___ ✔ SOURCES ✔ Videos: [TED] — “Teach every child about food | Jamie Oliver” — https://youtu.be/go_QOzc79Uc Music: Intro Song “Refute” and “The Back of Your Hands” by Nimino, follow here: https://soundcloud.com/niminomusic Song by “Perth (Bon Iver Remix)” by Mi Ka, follow here : https://soundcloud.com/mikamusic-1 Songs “Flood” and “Drift" by TREGS, follow here: https://soundcloud.com/tregsmusic Song “Thinkin’ Back Pt. 2” by Derlee, follow here: https://soundcloud.com/derleemusic #RefusingtoSettle ✔ SOURCES ✔ Videos: "Downtown Detroit” by DJKNOWLEDGE313 VIA Videvo CC "City Night” by Videovo [Movieclips Trailers] — “Steve Jobs Official Trailer #1 (2015) - Michael Fassbender, Kate Winslet Movie HD” — https://youtu.be/ufMgQNCXy_M [NBC News] — “Mike Rowe: 'Dirty Jobs' Reached Same People As Donald Trump's Campaign | Meet The Press | NBC News” — https://www.youtube.com/watch?v=33h2mgrY_ZI [brinydeep] — “Mike Rowe on QVC - Lava Lamp” — https://www.youtube.com/watch?v=kbd2DucRe1M [AkwGibbs] — “Sell me this pen - Wolf of Wallstreet” — https://youtu.be/9UspZGJ-TrI #RefusingtoSettle
Steve Jobs' amazing marketing strategy - MUST WATCH
Check out these books about Steve Jobs: * Steve Jobs: https://amzn.to/2PGH3nM * The Presentation Secrets of Steve Jobs: https://amzn.to/2JB1j55 * Becoming Steve Jobs: https://amzn.to/2QgZKf8 * Steve Jobs: The Man Who Thought Differently: https://amzn.to/2AHIqdQ * Steve Jobs (Movie): https://amzn.to/2CZgLq3 Steve Jobs shares his amazingly different approach to marketing and how he used it to build Apple into one of the largest companies in the world. * Join my BELIEVE newsletter: http://www.evancarmichael.com/newsletter/ Transcript: To me….marketing is about values. This is a very complicated world. It’s a very noisy world. And we’re not going to get a chance to get people to remember much about us. No company is! And so, we have to be really clear on what we want them to know about us. Now Apple, fortunately, is one of half-a-dozen best brands in the whole world. Right up there with Nike, Disney, Coke, Sony — it is one of the greats of the greats. Not just in this country, but all around the globe. But even a great brand needs investment and caring if it’s going to retain its relevance and vitality. And the Apple brand has clearly suffered from neglect in this area in the last few years. And we need to bring it back! The way to do that is NOT to talk about speeds and fees. It’s NOT to talk about bits and mega-hertz. It’s NOT to talk about why we are better than Windows. The dairy industry tried for 20 years to convince you that milk was good for you. It’s a lie, but they tried anyway. And the sales were falling. And then they tried “Got milk” and the sales went up. “Got milk” wasn’t even talking about the product. In fact, it focuses on the absence of the product. But the best example of all, and one of the greatest jobs of marketing that the universe has ever seen, is Nike. Remember, Nike sells a commodity. They sell shoes!!! And yet, when you think of Nike you feel something different than a shoe company. In their ads, as you know, they don’t ever talk about the product. They don’t ever tell you about their air soles and why they are better than Reebok’s air soles. What does Nike do in their advertising? They honor great athletes. And they honor great athletics. That’s who they are, that’s what they are about! Apple spends a fortune on advertising — you’d never know it….you’d never know it! So…when I got here, Apple just fired their agency and there was a competition with 23 agencies that…you know…four years from now we would pick one. And we blew that up and we hired Chiat\Day, the ad agency that I was fortunate enough to work with years ago and created some award winning work including the commercial voted the best ad ever made, 1984 (by Advertising Professionals). And…we started working about eight weeks ago, and the question we asked was, “Our customers want to know who is Apple and what is it that we stand for…where do we fit in this world?” And what we’re about isn’t making boxes for people to get their jobs done — although we do that well. We do that better than almost anybody, in some cases. But Apple is about something more than that! Apple at the core…its core value — is that, we believe that people with passion can change the world for the better. That’s what we believe! And we have had the opportunity to work with people like that. We’ve had the opportunity to work with people like you; with software developers, with customers, who have done it. In some big, and some small ways. And we believe that, in this world, people can change it for the better. And that those people who are crazy enough to think that they can change the world are the ones that actually do! And so, what we’re going to do in our first brand marketing campaign in several years, is to get back to that core value! A lot of things have changed. The market is in a total different place than where it was a decade ago. And Apple is totally different — and Apple’s place in it is totally different. And believe me, the products, and the distribution strategy, and the manufacturing are totally different…and we understand that. But values and core values — those things shouldn’t change. The things that Apple believed in at its core, are the same things Apple really stands for today. ENGAGE * Subscribe to my channel: http://www.youtube.com/subscription_center?add_user=Modelingthemasters * Leave a comment, thumbs up the video (please!) * Suppport me: http://www.evancarmichael.com/support/ CONNECT * Twitter: https://twitter.com/evancarmichael * Facebook: https://www.facebook.com/EvanCarmichaelcom * Google+: https://plus.google.com/108469771690394737405/posts * Website: http://www.evancarmichael.com EVAN * About: http://www.evancarmichael.com/about/ * Products: http://www.evancarmichael.com/zhuge/ * Coaching: http://www.evancarmichael.com/movement/ * Speaking: http://www.evancarmichael.com/speaking/
Views: 1442509 Evan Carmichael
Launching Your Product: Here's What To Do Before Anything Else
Join Online Business Mastery Accelerator: https://onlinebusinessmasteryaccelerator.com/?utm_medium=social&utm_source=youtube&utm_campaign=online-business-mastery-accelerator-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description In this video I share with you a process for launching your product. Here’s what to do before anything else. The purpose of a product launch is to drive traffic and sales to your online business, so that it can grow and thrive. Launching a new product is a great way to attract new customers, but it takes time to plan and execute. Many entrepreneurs feel the need to promote their products right away, and end up rushing the process. The result can be disastrous. In the words of David Ramsey, "People are in such a hurry to launch their product that they seldom look at marketing from a bird's eye view and they don't create a systematic plan." A successful product launch starts with a great strategy, and I'm here to walk you through it. Are you ready to learn the step-by-step process for launching your product? Here's what to do before anything else. This page contains affiliate links. If you purchase a product through one of them, I will receive a commission (at no additional cost to you). I only ever endorse products that I have personally used and benefitted from personally. Thank you for your support! ★☆★ VIEW THE BLOG POST: ★☆★ https://projectlifemastery.com/launching-your-product-heres-what-to-do-before-anything-else/?utm_medium=social&utm_source=youtube&utm_campaign=blog-post-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description ★☆★ SUBSCRIBE TO ME ON YOUTUBE: ★☆★ Subscribe ► http://projectlifemastery.com/youtube ★☆★ FOLLOW ME BELOW: ★☆★ Blog ► https://www.projectlifemastery.com/?utm_medium=social&utm_source=youtube&utm_campaign=homepage-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description Twitter ► http://www.projectlifemastery.com/twitter Twitter ► http://www.twitter.com/stefanjames23 Facebook ► http://www.projectlifemastery.com/facebook Facebook ► http://www.facebook.com/stefanjames23 Instagram ► http://projectlifemastery.com/instagram Instagram ► http://www.instagram.com/stefanjames23 Snapchat ► http://projectlifemastery.com/snapchat Periscope ► http://projectlifemastery.com/periscope iTunes Podcast ► http://www.projectlifemastery.com/itunes ★☆★ ABOUT PROJECT LIFE MASTERY: ★☆★ The Project Life Mastery YouTube channel is the place to be for motivational, inspiring, educational, and uplifting self improvement videos. You can also follow for videos about online business, Amazon, and making money online! ★☆★ MY PRODUCTS & COURSES: ★☆★ Life Mastery Accelerator ► https://projectlifemastery.com/lifemasteryacceleratorcourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Online Business Mastery Accelerator ► https://projectlifemastery.com/onlinebusinessmasteryacceleratorcourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Morning Ritual Mastery ► https://projectlifemastery.com/morningritualmasterycourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Affiliate Marketing Mastery ► https://projectlifemastery.com/affiliatemarketingmasterycourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Kindle Money Mastery ► https://projectlifemastery.com/kmoneymasterycourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else 24 Hour Book Program ► https://projectlifemastery.com/24hourbookcourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else Kindle Optimizer ► https://projectlifemastery.com/koptimizercourse/?utm_term=launching-your-product-heres-what-to-do-before-anything-else ★☆★ MERCHANDISE: ★☆★ Mastery Apparel ► http://www.masteryapparel.com ★☆★ RECOMMENDED RESOURCES: ★☆★ https://projectlifemastery.com/resources/?utm_medium=social&utm_source=youtube&utm_campaign=plm-resources-page-promo&utm_term=launching-your-product-heres-what-to-do-before-anything-else&utm_content=lc-youtube-description
Views: 79832 Project Life Mastery
3 Financial Advisor Sales Tips
For most, the work of a financial advisor revolves around the sales cycle. In this video, Tony lists 3 financial advisor sales tips and his take on them. Learn how to quadruple your revenue per client at our upcoming elite advisor event! http://bit.ly/1oHh8ew
Views: 5503 PerfectClient
Financial Services Sales Training Mastermind | #AskNickKho Episode 30
Nick Kho was invited to be a keynote speaker for the mastermind sales training event of Adam Farfan's financial services business. So he conducted a presentation to train 60-70 sales representatives and also answer their questions. The video has Nick discussing sales skills, compares dating and business, and shares personal insights into his entrepreneurial journey. Please follow and like us on your Social Media! https://www.Facebook.com/NickKhoOfficial https://www.Twitter.com/NickKhoOfficial https://www.Instagram.com/NickKhoOfficial
Views: 14010 Nick Kho
Financial Derivatives Explained
In this video, we explain what Financial Derivatives are and provide a brief overview of the 4 most common types. http://www.takota.ca/
Views: 339959 Takota Asset Management
Financial Product
FREE ACCESS to The Perpetual Wealth Strategy eLearn to Achieve Financial Independence: http://goo.gl/u4rnLk
Views: 6275 Paradigm Life
Financial Product Process Innovation and Adopton
This lecture attached below lays out the architecture for Financial Product and Process Innovation. The presentation focuses on product market innovation and development, product attributes, technology S-Curves and Product Adoption Cycles; the process of product design, manufacturing and distribution channels; business development, target marketing and the transaction sales cycle; and client relations, customer service and satisfaction as a way to rapidly feedback into the system real-time customer preferences for on-going new product design, innovation and sales. The goal is to accelerate the velocity of new product development and the sales cycle by constantly innovating continuous over time to drive perpetual revenue growth into infinity. Dr. Lawrence Souza
Views: 420 lsouza1961
Top Ten Financial Products
www.schoolofpersonalfinance.com What are the top 10 financial products and services found in most households today? What products should you own? Learn what products Rich McCormack, CFP® came across the most while sitting with thousands of individuals over the last 18 years.
3 Things You Should NEVER Do When Selling IT Services
Robin Robins of Technology Marketing Toolkit discusses 3 things you should NEVER do when selling managed IT services or any type of professional IT services and support. I can practically guarantee you’re making one of these big mistakes and it’s crushing your chances of closing a sale and INVITING objections.
Process vs Product: What Financial Advisors Can Learn From Most Successful Pitch Shark Tank History
TODAY’S SHOW: http://bradleyjohnson.com/33 Process vs Product: Brad Johnson of Advisors Excel on What Financial Advisors Can Learn about Marketing From the Most Successful Pitch in Shark Tank History Show Notes: Visit http://bradleyjohnson.com/33 ORIGINAL SCRUB DADDY PITCH: https://youtu.be/sGurS9F52fs SUBSCRIBE to our channel and receive the latest Youtube interviews! http://www.youtube.com/subscription_center?add_user=bradjohnsonAE The Elite Advisor Blueprint® Podcast available on: iTunes: https://itunes.apple.com/us/podcast/elite-advisor-blueprint-brad/id1028771571?mt=2 Stitcher: http://www.stitcher.com/podcast/brad-johnson?refid=stpr Overcast: https://overcast.fm/itunes1028771571/the-elite-advisor-blueprint-the-podcast-for-world-class-financial-advisors LET’S CONNECT! Facebook: https://www.facebook.com/BradJohnsonAE Twitter: https://twitter.com/brad_johnson Linkedin: https://www.linkedin.com/in/bradjohnsonae FINANCIAL ADVISOR COACHING - ADVISORS EXCEL Visit: http://bradleyjohnson.com/ -~-~~-~~~-~~-~- Please watch: "David Bach 9X NY Times Bestseller on Story Behind His First Oprah Show, Smart Couples Finish Rich " https://www.youtube.com/watch?v=f9ORy6PXqYs -~-~~-~~~-~~-~-
Views: 1110 Brad Johnson
Financial Services Marketing S8 - New Product Introduction in Financial Services
Financial services markets are constantly changing due to the introduction of products and services, designed to meet the needs of specific segments of the market. The new product development process in financial services is considerably different from product development practices in other services or goods markets due to the relative ease by which innovation can be achieved. In financial services, new products can be introduced to the marketplace through minor modifications of existing service attributes or the introduction of new attributes, often with little or no need for leapfrogging technologies. The BSU E-learning and Problem-based Learning Programme seeks to strengthen the capacity of South Universities including University of Ghana in the using of e-learning and problem-based learning approach for teaching and learning in UG. This video-lecture is developed under this initiative to enhance learning activities in the classroom and beyond.
Secret Formula of Sales and Marketing  | Consumer Behaviour  | Dr Vivek Bindra
In this video Dr Vivek Bindra explains about Consumer Behaviour. He explains in details about how a businessman can improve his sales by understanding the consumer behaviour. He shares different case studies in this video to explain about consumer behaviour. Watch this video till the end to know all the details. To Attend a 4 hour Power Packed “Extreme Motivation & Peak Performance” Seminar of BOUNCE BACK SERIES, Call at +919310144443 or Visit https://bouncebackseries.com/ To attend upcoming LEADERSHIP FUNNEL PROGRAM, Call at +919810544443 or Visit https://vivekbindra.com/upcoming-programs/leadership-funnel-by-vivek-bindra.php Watch the Leadership funnel Program Testimonial Video, here at https://youtu.be/xNUysc5b0uI Follow our Official Facebook Page at https://facebook.com/DailyMotivationByVivekBindra/ and get updates of recent happenings, events, seminars, blog articles and daily motivation.
Financial Markets
This animation introduces the learner to financial markets, money markets and its instruments and capital market. This is a product of Mexus Education Pvt. Ltd., an education innovations company based in Mumbai, India. http://www.mexuseducation.com, http://www.ikenstore.in
Views: 167491 Iken Edu
4 Types of Customers and How to Sell to Them - How To Sell High-Ticket Products & Services Ep. 5
Identified what kinds of customers you are selling to. Watch the whole series here: https://www.youtube.com/playlist?list=PLEmTTOfet46PlgDZSSo-gxM8ahZ9RtNQE Watch this video until the end to discover the buying criteria for each type of clients. ★☆★BONUS FOR A LIMITED TIME★☆★ You can download Dan Lok's best-selling book F.U. Money for FREE: http://customertypes.danlok.link ★☆★ SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ★☆★ https://www.youtube.com/user/vanentrepreneurgroup?sub_confirmation=1 Dan Lok, a.k.a. The King of High-Ticket Sales, is one of the highest-paid and most respected consultants in the luxury and “high-ticket” space. Dan is the creator of High-Ticket Millions Methodology™, the world's most advanced system for getting high-end clients and commanding high fees with no resistance. Dan is one of the rare keynote speakers and business consultants that actually owns a portfolio of highly profitable business ventures. Not only he is a two times Tedx opening speaker, he's also an international best-selling author of over 12 books and the host of Shoulders of Titans show. Dan's availability is extremely limited. As such, he's very selective and he is not cheap. But if you think you or your brand might benefit from one-on-one interaction with Dan, visit http://danlok.com ★☆★ WANT TO OWN DAN'S BOOKS? ★☆★ http://www.amazon.com/Dan-Lok/e/B002BLXW1K ★☆★ NEED SOLID ADVICE? ★☆★ Request a call with Dan: https://clarity.fm/danlok ★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★ Blog: http://www.danlok.com/blog/ Podcast: http://www.shouldersoftitans.com/ Facebook: https://www.facebook.com/danlokfan/ Twitter: https://twitter.com/danthemanlok Instagram: https://www.instagram.com/danlok/ YouTube: https://www.youtube.com/user/vanentrepreneurgroup Linkedin: https://www.linkedin.com/in/danlok Meetup: http://www.meetup.com/Vancouver-Entrepreneurs-Group-Business-Network/ Amazon: http://www.amazon.com/Dan-Lok/e/B002BLXW1K Keywords: big ticket sales, high ticket sales, high ticket selling, charge more money, increase prices, dan lok, preimum prices, luxury marketing expert, luxury selling, luxury sales, mastermind group, high level mastermind, high end clients, high end marketing, affluent clients, selling to affluent, affluent chinese, marketing to affluent, consultant, coach, consulting, coaching, speaking, speaker, lead generation, generate leads, professional services, coaching group, done for you service, high ticket sales funnel, closing sales, event marketing This video is about: 4 Types of Customers and How to Sell to Them - How To Sell High-Ticket Products & Services Ep. 5 https://youtu.be/F2uj9eApGXI https://youtu.be/F2uj9eApGXI
Views: 844144 Dan Lok
1. Introduction, Financial Terms and Concepts
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Peter Kempthorne, Choongbum Lee, Vasily Strela, Jake Xia In the first lecture of this course, the instructors introduce key terms and concepts related to financial products, markets, and quantitative analysis. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 717990 MIT OpenCourseWare
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Views: 1369 siti sarah
Best Selling skill training in Hindi for banking sector
Customer relationship is the stepping stone on which marketing people build their careers .Here credit card selling skill is taught by building customer ration in banking .you have to sometimes make extra effort to build customer relationship.best selling tip for begginers in hindi #selling skills
Views: 8439 INFOSOLAN
Top 3 Digital Marketing Best Practices for Financial Services Marketers
Visit http://www.gleanster.com for complimentary access to best practice research on Email Marketing (including vendor landscapes complete with vendor rankings). Ian Michiels explores the most common challenges Financial Services reference with respect to digital marketing. In a world inundated with 24x7 access to information, Financial Services organizations must bridge the customer experience with at the local, corporate, and global levels. Excerpt from "Emerging Digital Strategies for Mid-Size Financial Services Marketers" compliments of Subscribermail, a Harland Clarke Company.
what is a financial product?
http://lapasserelle.com/finance we present various types of contracts between A and B stipulating movements of cash, under certain conditions, now and in the future. We explain that modern money derives from certain kinds of receipts given by a central bank to a State in exchange for a debt.
Views: 5588 andyfrc08
8 Data Science Projects in Banking & Finance
Financial data analysis is as much a broad area as Finance. You can use it for managing/mitigating different types of financial risk, taking decisions on investment, managing portfolio, valuing assets etc. Below are a few beginner level projects you can try working on. 1- Build a Credit Scorecard Model - Credit scorecards are basically used to assess credit worthiness of customers. Use German Loan data-set (publicly available credit data) to build credit scorecard for customers. The data set has historical data on default status of 1000 customers and the different factors that are possibly correlated with the customer’s chances of defaulting such as salary age, marital status etc. and attributes of the loan contract such as term, APR rate etc. Build a classification model (using techniques like Logistic Regression, LDA, Decision Tree, Random Forest, Boosting, Bagging) to classify good and bad customers (default and non default customers) and use the model to score new customers in future and lend to customers that have a minimum score. Credit scorecards are heavily used in the industry for taking decisions on grating credit, monitoring portfolio, calculating expected loss etc. 2- Build a Stock Price Forecasting Model - These models are used to predict price of a stock or an index for a given time period in future. You can download stock price of any of the publicly listed companies such as Apple, Microsoft, Facebook, Google from Yahoo finance. Such data is known as uni-variate time series data. You can use ARIMA (AR, MA, ARMA, ARIMA) class of models or use Exponential Smoothing models. 3- Portfolio Optimization Problem - Assume you are working as an adviser to a high net worth individual who wants to diversify his 1 million cash in 20 different stocks. How would you advise him? you can find 20 least correlated stocks (that mitigates the risk) using correlation matrix and use optimization algorithms (OR algos) to find out how you would distribute 1million among these 20 different stocks. 4- Segmentation modelling - Financial services are increasingly becoming tailored made. Doing so helps banks in targeting customers in a in a more efficient way. How do banks do so? They use segmentation modelling to cater differently to different segments of customers. You need historical data on customer attributes & data on financial product/services to build a segmentation model. Techniques such as Decision Trees, Clustering are used to build segmentation models. 5- Revenue Forecasting - Revenue forecasting can be done using statistical analysis as well (apart from the conventional accounting practices that companies follow). You can take data for factors affecting revenue of a company or a group of companies for a set of periods of equal interval (monthly, Quarterly, Half year, annual) to build a regression model. make sure you correct for problem of auto-correlation as the data has time series component and the errors are likely to be correlated (that violates assumptions of regression analysis) 6- Pricing Financial Products : You can build models to price financial products such as mortgages, auto loans, credit card transactions etc. (pricing in this case would be charging right interest rate to account for the risk involved, earn profit from the contract and yet be competitive in the market). You can also build models to price forward, future, options, swaps (relatively more complicated though) 7- Prepayment models - Prepayment is a problem in loan contracts for banks. Use loan data to predict customers could potentially prepay. You can build another model in parallel to this to know if a customer prepays, when is he likely to prepay in the life time of the loan (time to prepay). You may also build a model to know how much loss the company would incur if a section of the portfolio of customer prepay in future. 8 - Fraud Model - These models are being used to know if a particular transaction is a fraudulent transaction. Historical data having details of fraud and non-fraud transactions can be used to build a classification model that would predict chances of fraud happening in a transaction. Since we normally have high volume of data, one can try not just relatively simpler models like Logistic Regression or Decision trees but also should try more sophisticated ensemble models. ANalytics Study Pack : http://analyticuniversity.com/ Analytics University on Twitter : https://twitter.com/AnalyticsUniver Analytics University on Facebook : https://www.facebook.com/AnalyticsUniversity
Views: 3981 Analytics University
Indian Financial System
FOR ALL IBPS PO / SBI PO / RBI Aspirants - Banking Awareness - Structure of Indian Financial System. Explanation in Hindi Powered by Learnopedia Academy www.learnopedia.co.in
Views: 303219 Rajeev Malani
High Sales Through Low Cost Marketing | GUERRILLA MARKETING | DR VIVEK BINDRA |
In this video Dr Vivek Bindra talks about GUERRILLA MARKETING. Guerrilla Marketing is an advertising strategy that focuses on low cost unconventional marketing tactics that yield maximum results for small business owners. Dr Vivek Bindra also talks about 7 Ideas of Marketing in Low Cost for High Sales. To Attend a 4 hour Power Packed “Extreme Motivation & Peak Performance” Seminar of BOUNCE BACK SERIES, Call at +919310144443 or Visit https://bouncebackseries.com/ To attend upcoming LEADERSHIP FUNNEL PROGRAM, Call at +919810544443 or Visit https://vivekbindra.com/upcoming-programs/leadership-funnel-by-vivek-bindra.php Watch the Leadership Funnel Program Testimonial Video, here at https://youtu.be/xNUysc5b0uI Follow our Official Facebook Page at https://facebook.com/DailyMotivationByVivekBindra/ and get updates of recent happenings, events, seminars, blog articles and daily motivation.
Selling Financial Products
Abhay Singh
Views: 530 Abhay Singh
financial derivatives lecture in hindi | futures contracts explained| forward contract in hindi
In this financial derivatives lecture in hindi we have explained about different types of financial derivate such as futures contracts, forward contract, swap contract and options contract. We have explained financial derivative concept with real time example. If Found our video helpful to you anyway, Then don't forget to like the video. Kindly Subscribe our channel for to get the notification for our latest videos Subscribe Link : https://goo.gl/M51wPX -----Like ------ Share -------- Comment ------- Subscribe -------------------------- Follow us on Facebook : https://www.facebook.com/bankingsutra/ Follow us on Twitter : https://twitter.com/banking_sutra Follow us on Google plus : https://plus.google.com/108611863544253921936 Follow us on Whatsapp : +918336937153
Views: 74567 BANKING SUTRA
The best financial products and services to market
The Best financial products and services to market will be explained by Patrick Rinard, VP of Sales for eVantage Financial. Click here to work directly with the VP of Sales: http://myverticalmove.gr8.com Each of our new agents will be paid using this revolutionary eVantage Card and you can begin your process for enrollment by going here: https://www.evantagecard.com/bedmoney#link_why To connect with me directly: Email - [email protected] Phone: 832.422.7975 Get started with your new career today! Finding new career opportunities in your local market can be tough if you don't know where to start looking. eVantage Financial offers a wide array of new career opportunities for the inexperienced as well as the seasoned and experienced sales professional. New opportunities in financial services and financial products such as the eVantage Prepaid MasterCard with CrowdFunded Cashback are among some of the hottest new opportunities in local markets.
Views: 201 Online Producer
How to: Prepare for a Google Business Interview
Watch our video to get the details of interviewing for our Business roles in Sales, Marketing, and more. Our recruiters have tips for being well-prepared for a Google interview. Learn more about how we hire at http://goo.gl/xSD7jo, then head over to https://goo.gl/BEKV6Z to find your role. Subscribe to Life at Google for more videos → https://goo.gl/kqwUZd Follow us! Twitter: https://goo.gl/kdYxFP Facebook: https://goo.gl/hXDzLf LinkedIn: https://goo.gl/skdLCR #LifeAtGoogle
Views: 124013 Life at Google
Financial Product targeting the Gen Y Demography
Disclaimer: This presentation was screen captured off a prezi presentation. Since prezi does not provide a file itself, the audio and visual quality of the original presentation are not featured in this video in its true form. This is a video of the presentation given to the CEO of a company in the financial space. It was designed as the marketing piece introducing the product idea prior to providing the business presentation. For more information I can be contacted at [email protected]
Views: 301 Jonathan Daum
Sales Motivation in Hindi | Sales Training, Techniques and Tips by Invisible BABA
Sales Motivation in Hindi | Sales Training, Techniques and Tips Want a FREE Headphones? Watch this Video- https://youtu.be/XUJVZPWrU8k Want to SAVE MONEY ? Download this Free Expense Tracking App to Save Money and Create Wealth- https://goo.gl/QZXs4N In This video you will know how to sell your products and services to your customers, Watch this video till end to know how to sell anything, Sales Training in Hindi Video ko end tak dekhe janne ke liye sales ke fande. My Gears:- Camera- https://amzn.to/2CeUAvI Phone- https://amzn.to/2Pz2unL Laptop- https://amzn.to/2yHkRPW Cam stick- https://amzn.to/2yNy9uz 2nd Camera- https://amzn.to/2yEIvfX Mini Tripod- https://amzn.to/2OmLQLk Mic- https://amzn.to/2CgUBzi Desktop- https://amzn.to/2Aa12D0 Sales Motivation in Hindi - Invisible BABA ✔️ Subscribe to Invisible BABA- https://www.youtube.com/channel/UCEA6dsMe8d1xN1q-B5i5rFw Connect with Invisible BABA- Facebook- https://www.facebook.com/InvisibleHaiBABA/ Thanks and Regards Invisible Baba -~-~~-~~~-~~-~- Please watch: "BAAR BAAR Apna PHONE CHECK Karte ho ? TOH YE VIDEO DEKHO" https://www.youtube.com/watch?v=8I3zON0-uTY -~-~~-~~~-~~-~-
Views: 1649829 Invisible BABA
The greatest TED Talk ever sold - Morgan Spurlock
Sign up for our newsletter and never miss an episode: http://bit.ly/TEDEdNewsletter With humor and persistence, filmmaker Morgan Spurlock dives into the hidden but influential world of brand marketing on his quest to make a completely sponsored film about sponsorship. (And yes, onstage naming rights for this talk were sponsored too. By whom and for how much? He'll tell you.) Talk by Morgan Spurlock.
Views: 4100290 TED-Ed
Financial Products and Services
Residential Property Finance Commercial Property Finance Business Finance Vehicle Finance Equipment Finance Credit Cards Personal Loans For more details please call on 0554254378.
Views: 116 thebrandambassadors
Sales Motivational Video Sales Training & Techniques in Hindi by Vivek Bindra
To Attend a 4 hour Power Packed “Extreme Motivation & Peak Performance” Seminar of BOUNCE BACK SERIES, Call at +919310144443 or Visit https://bouncebackseries.com/ To attend upcoming LEADERSHIP FUNNEL PROGRAM, Call at +919810544443 or Visit https://vivekbindra.com/upcoming-programs/leadership-funnel-by-vivek-bindra.php Watch the Leadership funnel Program Testimonial Video, here at https://youtu.be/xNUysc5b0uI Follow our Official Facebook Page at https://facebook.com/DailyMotivationByVivekBindra/ and get updates of recent happenings, events, seminars, blog articles and daily motivation. VIDEO: Sales Motivational Video in Hindi by Vivek Bindra This video discusses in detail the basics, the intermediaries and nuances of selling. Mr.Vivek Bindra who has helped hundreds of corporates and thousands of sales men and individuals achieve their sales goals and target through his path breaking and game changing videos on selling skills and techniques. In this video he discusses at length, the FABing techniques, and its distinct advantages. He also tells his audience how Conviction and Communication are the 2 key levers in enhancing your sales.This video talks about the spiritual, mental, physical and intellectual levels of communication. This video also focuses on connect, convey and convince theory and either helping to solve a customers problems or help him achieve his goals. Mr. Vivek Bindra delivers high power sales trainings, sales seminars and sales related sessions in cities like Bangalore, Chennai, Delhi, Hyderabad, Kolkata, Mumbai, Ahmedabad, Pune, Kanpur,Indore,Jaipur,Vadodara,Surat,Nagpur,Lucknow,Patna,Bhopal,Bhubaneswar, Bikaner, Bokaro Steel City, Chandigarh, Coimbatore, Cuttack, Dehradun, Dhanbad, Durgapur,Faridabad, Ghaziabad, Gurgaon, Guwahati, Gwalior,Hubli,Indore, Jabalpur, Jalandhar, Jamshedpur, Jhansi, Kanpur, Kochi, Kota, Kozhikode, Lucknow, Ludhiana, Madurai, Mangalore, Mysore, Nagpur, Noida, Pondicherry, Raipur, Rajkot, Ranchi, Rourkela, Surat, Thiruvananthapuram, Vadodara, Varanasi, Visakhapatnam. He is also the best Sales trainer in India, NCR, Andhra Pradesh, Arunachal Pradesh, Assam, Bihar, Chhattisgarh, Goa, Gujarat, Haryana, Himachal Pradesh, Jammu & Kashmir, Jharkhand, Karnataka, Kerala, Madhya Pradesh, Maharashtra, Manipur, Meghalaya, Mizoram, Nagaland, Odisha, Punjab, Rajasthan, Sikkim, Tamil Nadu, Telangana, Tripura, Uttar Pradesh, Uttarakhand, West Bengal. . He is widely known for his selling skills in Asia, South East Asia, Malaysia, Kualalumpur, Singapore, Thailand, Bangkok, Vietnam, Dubai, Abu Dhabi, Qatar, Maldives, Bhutan, Nepal, Thimpoo, Kathmandu, Burma, Rangoon and middle east. sales improvement, sales and selling acumen improvement trainings, workshops and seminars. This is the best sales training video, sales motivational video, sales technique and selling technique video made ever that can and will impact your sales bottom-line. Contact Mr. Vivek Bindra for the most outstanding sales motivation workshops, sales training programs, sales symposiums and sales training. Individual sales man and salesmen can immensely benefit from this video. Mr. Bindra is an excellent facilitator for sales training for beginners. Mr. Bindra is a world class sales trainer in Hindi and English and a superb facilitator for sales training in Hindi and English. He is bestknown for sales and salesman problem solving issues. Mr. Bindra is widely recalled for his outstanding skills in sales integration trainings, workshops and seminars. He is also well known for Sales interview questions and answers. He delivers widespread trainings for sales skills in Hindi and English, sales skills fundamentals and others. He is called upon by many to conduct seminars on selling concepts ad sales concepts. Selling and sales fundamentals, sales and selling technique. He is also known for selling skills customer service training and selling skills presentation. Widely popular for selling techniques and strategies in hindi and English, Mr. Bindra is very famous for selling techniques in wholesale and retail. He is also known for his exceptional training on selling skills over the phone, direct and indirect sales and selling technique and skills, bestselling and sales techniques, and upselling plus cross selling skills, technique and trainings that work. Known for his training at selling at the point of service skills, Mr. Vivek Bindra has acquired critical acclaim for being the best sales coach in the country. Mr. Bindra has been known for his short selling strategy and selling option strategy technique training. He is also known for his put training strategy techniques.
4 Signs that a Job is a Pyramid Scheme / Scam (in 3.5 minutes)
How to tell if company is a pyramid scheme? How to tell if a job is a scam? What are signs of a pyramid scheme? What is multi-level marketing? Usana, Vector Market, World Financial Group, MonaVie, Herbal life, Organogold are all pyramid schemes.
10 Most Successful Shark Tank Businesses
Here are the 10 most successful shark tank pitches. WATCH MORE VIDEOS LIKE THIS ONE HERE: 10 People Who Accidentally Made Millions: https://www.youtube.com/watch?v=QvB2IO8zmDo 5 Billionaires Who Lost All Their Money: https://www.youtube.com/watch?v=ugO5uSWCSoU 10 Richest Kids in the World: https://www.youtube.com/watch?v=GGvZ6VeCMQ8 Businesses on this list: Simple Sugars ReadeRest Lollacup Wicked Good Cupcakes Chord Buddy Ten Thirty One Productions Breathometer Tipsy Elves Groovebook Scrub Daddy Visit our site: http://www.TopTrending.com Like us on Facebook: https://www.facebook.com/TopTrending Follow us on Twitter: https://twitter.com/TopTrending Commentator: http://www.youtube.com/user/BaerTaffy
Views: 3869817 Top Trending
Foresters Financial - Training
AmeriLife Marketing Group - Agent University - A Training presentation detailing the Foresters Financial product suite.
Banking 2020 - Technology Disruption in Banking
http://www.newgensoft.com/solutions/banking-finance/ How would you like to transact with your bank in 2020? On vacation - relaxing on a beach, from your home or on the go? Most of us would prefer all three where time, place and medium don't matter. Today, Banks are adapting to changing consumer behavior and are focusing on building new channels for interacting and transacting with them. The millennials in particular prefer banking anywhere, anytime and is therefore demanding innovative methods for availing banking services.
Views: 167045 Newgen Software
Innovation in Consumer Financial Products | What We Do | J.P. Morgan
Ashley's Lending Innovation team is working to develop the products consumers really want and manage the projects to deliver them to market. As part of the Chase Associate Program, she rotates through three jobs at JPMorgan Chase to broaden her skillset and learn about different lines of business. SUBSCRIBE: http://jpm.com/x/i/NFPWfK0 About J.P. Morgan: J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first. Connect with J.P. Morgan Online: Visit the J.P. Morgan Website: https://www.jpmorgan.com/ Follow @jpmorgan on Twitter: https://twitter.com/jpmorgan Visit our J.P. Morgan Facebook page: http://facebook.com/jpmorgan Follow J.P. Morgan on LinkedIn: https://linkedin.com/company/j-p-morgan/ Follow @jpmorgan on Instagram: https://instagram.com/jpmorgan/ #jpmorgan #jpmorgancareers Innovation in Consumer Financial Products | What We Do | J.P. Morgan
Views: 566 jpmorgan
Financial Planner - Leading Product Provider
Recruit UK are representing an established brand that boasts one of the best and most genuine positions on the market. They have a relentless focus on providing life and pension’s advice to long term clients across the UK and are actively increasing their headcount by seeking experienced Financial Advisers to join their nationwide teams. An employed position, advisers at this firm receive a great amount of support in client generation, receiving on average 80% of their business through leads that are provided through referrals, repeat business and from their dynamic marketing team. Over half of the advisers at the company are chartered, which they have obtained with the assistance and support by their employer, so there is great potential to further your skills and qualifications in this role and career opportunities for the right advisers. Other advantages of this position include: Full training offered (you must be DipFa and have experience of advice with SPS and CAS preferable) Full support (Marketing, paraplanning, admin and compliance) Strong brand name (unbelievable marketing) Work from home (fully paid expenses) OTE of 70k – 100k (average £75k) Full benefits + Car + expenses paid Monthly bonus, low validation of 1X basic ( no one else is offering this) A basic salary up to £42k, which can increase to £60k within 2 years depending on performance and business figures We want to talk to successful IFAs or tied advisers who have a proven track record of writing fee based business, hold or have held CAS and SPS and who has a good knowledge of all advice areas with the ability to demonstrate strong fat finds and holistic advice. Perhaps you moved into self-employment and it hasn’t quite been the dream move that was sold to you, you feel you have unrealistic targets in your current company, or you want to stretch yourself and learn new skills? Maybe you are just looking for a higher return in salary and benefits for your hard work and loyalty? Whatever your reason is for reading this advert, it is worth calling one of our experienced consultants at Recruit UK on 01179 450450 who can tell you more about this fantastic career opportunity. http://www.recruitukltd.co.uk/job/financial-adviser-nationwide-1845/
Views: 657 Recruit UK
Rhode Island Financial Services Institution
My name is Ellen Ford. I'm the President and CEO of a Rhode Island Financials Services Institution. We are a community-based credit union. We've been in business since 1922. We have a field of membership of about 30,000 members and we provide all financial services and service products to our membership. Replacing A C-Level Executive What prompted the change in our organization as we had a vice-president of Marketing who was retiring. So it gave the opportunity to step back, look at what we were doing, hear of some things we should do differently, and we said, "Well, let's look at the third party and see what we can find out in the marketplace." We worked with a couple of advertising firms thinking that that's our only option. And then we ran into Tribal Vision, and we found out there was definitely a different option out there for us. A Consultative Approach What you presented to us and what you said you were going to deliver, which I'll also say you did deliver, was really a partnership. It was a consultative approach. It was a way for us to think differently. It wasn't for us to say, "We need to market a product, can you help us?" It was, "Come and see who we are and figure out what we can do differently that we hadn't done." I will say we were a little trepidations going into this relationship because it seemed very unique and different. And that's part of what I liked, too. We don't want to be looked at like every other bank or financial institution. We wanted to look different. So when we decided that we wanted be something different, look different, Tribal Vision was a little different - it was the perfect opportunity for us to try that out and it's the best thing we ever did. Getting The Message Right - Sharing Who You Really Are You hit on some things that we haven't identified ourselves that were right in front of us. Right in our face. One of the things that stood out to me, when you brought that plan in, was, strategically, we definitely knew who we were internally, but we weren't sending that message outside this building. The feeling, the culture that we had here we were not marketing that well at all and that's really what we market. We market trust, we market service, we market our people. A checking account is a checking account so the difference that we are is who we are and you picked that up right away and we just never really stressed that so that's definitely some of the things we are looking at going forward. The other piece that I really liked was the core messaging document. You came forward with the document and said, "This is what we garnered of who you are." Putting it into a document really allows us to be consistent in our branding, consistent in our message. We go back to that document for everything. It was nice actually to put on a piece of paper who we are. Like I said, we know who we are, we think we know who we are, but seeing it in writing and being able to use that all the time as a point of reference was another big, strategic move that we made, and we appreciate that, too.
Financial Education Services | FES vs Other Credit Repair Companies | FES Product Review
http://www.BadCreditSuck.com Financial Education Services | FES vs Other Credit Repair Companies | FES Product Review In experiencing the process of composing a review about Financial Education Services I can't resist the urge to think what a difference this organization and its core service; credit restoration, has made for my business and my clients. financial education services I noticed when I was composing this review there was such huge numbers of unique things about this organization and it reminded me why I joined as an independent agent and continued to work with this organization for over 11 years. There are such huge numbers of things I like about this organization that it was difficult for me to restrict it to my best 4, yet I thought if I spill the beans here with you it might be just what you need to decide if this is the correct open door for you. So let's get started. Financial Education Services | FES vs Other Credit Repair Companies | FES Product Review One of the key things you should take into consideration when joining a Hybrid Marketing organization (where corporate America meets entrepreneurship) is the leadership. I have had the privilege of personally knowing the two owners Parimal Naik and Mike Toloff for well over 15 years and these men have the integrity, expertise and leadership that a business requires to actively develop and achieve phenomenal success. When you take a gander at the authoritative leadership in Financial Education Services it is really first class. Executive trainers and leaders such as Greg Amerman and Joe Locke say everything. The greater part of the leaders are actively developing at the present time and are using world class preparing and the present best techniques to develop their businesses. Financial Education Services | FES vs Other Credit Repair Companies | FES Product Review How might it be to offer a service that 9 out of 10 people need, will always be in demand and is recession proof? How might it be to represent a service that is everywhere throughout the news and the mass media is helping you promote the need for your service? How might it be to have a service that everyone knows of someone who needs it? How might it be to function with a service you wouldn't see any problems with sharing with anyone and everyone? How might it be to function with a service that is professional and is attractive to professionals? Just a handful of Hybrid Marketing companies have a service you could discuss like this. Financial Education Services is definitely one of them. It's astounding to hear the stories of people whose lives have changed as a result of our credit restoration service. Financial Education Services | FES vs Other Credit Repair Companies | FES Product Review FES has the best Compensation Plan I have ever seen. I realize that is quite a strong statement to make however there is simply no other comp arrange for that pays the way this does. Most companies just reward the very few at the best (like corporate America). FES pays extremely well for those people just starting out. They took all the best parts of compensation plans in the industry and rolled them into Financial Education Services Compensation Plan. From direct commissions, Fast Track Bonuses, Level Overrides, Customer Acquisition Bonuses, Infinity Bonuses, Generation Bonuses, Global Profit Sharing Pool and substantially more! Financial Education Services | FES vs Other Credit Repair Companies | FES Product Review
All You Should Know About Financial Planner Courses - Skills Required, Job Prospects
Get the latest interview tips,Job notifications, top MNC openings, placement papers and many more only at Freshersworld.com( https://www.freshersworld.com?src=Youtube ). Here is a video on “ All You Should Know About Financial Planner Courses ” by the trainer “Ipshita”. Hope this information helps you in getting your dream job. Being a highly specialised field, financial planner courses are majorly taken up by those who have a background in financial management, including chartered accountants, MBAs in Finance, and Certified Public Accountants among others, as it gets easier for them to deal with the nitty-gritty of personal and company finance. A financial planner essentially helps his clients, whether it is a company or an individual, to plan and implement financial strategies in-tune with their capital inflow and the objectives for which they plan to spend the capital. Many diploma and postgraduate-level financial planner courses are available in India. An Executive MBA degree in Financial Planning - a one-year program - from a reputable institute makes a person adept in handling Financial Planning needs of individual customers and small and medium businesses (SMBs). Skills Required Managing one’s own money is a tough task and equally tough, rather a little more is managing others’ funds. The foremost quality a financial planner needs is integrity or financial integrity to be precise. He should have strong interpersonal skills and should be transparent in his dealings with customers. A superior analytical ability and sound problem-solving skills are must, along with management experience and an innovative style of functioning. Job Prospects at UG Level: Financial planner courses provide candidates with a window to the dynamic financial sector. Nowadays, many financial institutions make it mandatory for their financial advisors or analysts to have the CFP certification. A Certified Financial Planner can find desirable jobs in the private banking sector, wealth management companies, investment consultancy firms, and mutual fund and insurance companies among others. Job Prospects at PG Level: Further, roles offered to the pass outs of financial planner courses include financial advisors, risk analysts, portfolio managers, mutual fund advisors, retirement planning advisors, financial products marketing specialists, financial product designers, wealth fund managers, etc. One can also set up an independent consultancy firm and act as a tax planner, insurance advisor and debt management specialist. #careertips #Freshersworldvideos #lifehacks Freshersworld.com is the No.1 job portal for freshers jobs in India. Check Out website for more Jobs & Careers. http://www.freshersworld.com?src=Youtube Download our app today to manage recruitment when ever and where ever you want : Link :https://play.google.com/store/apps/details?id=com.freshersworld.jobs&hl=en ***Disclaimer: This is just a training video for candidates and recruiters. The name, logo and properties mentioned in the video are proprietary property of the respective organizations. The Preparation tips and tricks are an indicative generalized information. In no way Freshersworld.com, indulges into direct or indirect promotion of the respective Groups or organizations.
Sales Presentation- Selling Financial Services
Cameron Yake & Urvesh Mistry
Views: 2930 Cameron Yake
Financial and Marketing Product Video Example
Simple and Classic white board animation Explainer Video by Creavids. Know more at https://www.creavids.co/
Views: 22 Creavids