Course Description
The Bancassurance Product Marketing Specialist position requires specialized training in advanced professional and commercial techniques. The aim of this specialization year is to acquire and develop skills in banking and payment services, savings and investments, loans for individuals or businesses, property and personal insurance, as well as risk management and team management.
The Financial Advisor offers banking solutions to both professionals and individuals by advising them on various products and their financial environment. With meticulousness, they conduct assessments and provide tailored solutions to meet their clients’ financial needs. Possessing a mathematical mindset and excellent listening skills, their strong analytical and synthesis abilities enable them to analyze and master all aspects of financial management.
BACHELOR’S BANCASSURANCE PROGRAM – CUSTOMER RELATIONSHIP MODULE
- Strategic Marketing
- Negotiation
- Commercial Policy and Customer Relations
- Legal Framework of the Company
- Bancassurance Regulations
- Communication and Professional Relationships
- Digital Marketing Plan
- Commercial Activity Management
- Financial Business Plan
BANKING AND INSURANCE PRODUCTS AND SERVICES MODULE
- Banking Services
- Savings Products
- Personal Loans
- Property and Personal Insurance
- Individual Taxation
- Financial Markets and Products
- Entrepreneur and Business Insurance
- Wealth Management
- Tax Optimization and Real Estate Investment Profitability
PROFESSIONAL APPLICATION MODULE
- Thematic English
- Managerial IT Tools
- Professional Practice in a Company
- Professional Portfolio
- Professional Interview
Course Info
- Category Bachelor
- Duration: 1-4 years