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Suggested Study Flow for Learners
Suggested Study Flow - Smartonline Course
Suggested Study Flow - Smartonline Course
Smart Online Learning AI Mentor - Clarify Your Doubts
Module 1 – Bancassurance Model & Business Importance
Module 1 Study Material
Lecture 1.1 Bancassurance Model & Revenue Dynamics
MCQ - Lecture 1.1 Bancassurance Model & Revenue Dynamics
Lecture 1.2 Roles, Responsibilities & Product Landscape
MCQ - Lecture 1.2 Roles, Responsibilities & Product Landscape
Lecture 1.3 Customer Lifecycle & Cross-Sell Strategy
MCQ - Lecture 1.3 Customer Lifecycle & Cross-Sell Strategy
Module 2 – Customer Need Analysis & Product Suitability
Module 2 Study Material
Lecture 2.1 Customer Profiling & Financial Need Identification
MCQ - Lecture 2.1 Customer Profiling & Financial Need Identification
Lecture 2.2 Mapping Needs to Product Categories & Suitability Logic
MCQ - Lecture 2.2 Mapping Needs to Product Categories & Suitability Logic
Lecture 2.3 Identifying Unsuitable Sales & Documentation Discipline
MCQ - Lecture 2.3 Identifying Unsuitable Sales & Documentation Discipline
Module 3 – Sales Conversations & Structured Closing Approach
Module 3 Study Material
Lecture 3.1 Opening Insurance Conversations in Banking Context
MCQ - Lecture 3.1 Opening Insurance Conversations in Banking Context
Lecture 3.2 Structuring Need-Based Discussions & Value Explanation
MCQ - Lecture 3.2 Structuring Need-Based Discussions & Value Explanation
Lecture 3.3 Closing Techniques & Handling Customer Concerns
MCQ - Lecture 3.3 Closing Techniques & Handling Customer Concerns
MCQ - Lecture 3.4 Follow-Up Discipline & Ethical Cross-Selling Approach
Module 4 – Objection Handling & Conversion Frameworks
Module 4 Study Material
Lecture 4.1 Understanding Common Customer Objections in Bancassurance
MCQ - Lecture 4.1 Understanding Common Customer Objections in Bancassurance
Lecture 4.2 Structured Response Techniques & Trust Building
MCQ - Lecture 4.2 Structured Response Techniques & Trust Building
Lecture 4.3 Managing Delayed Decisions & Improving Conversion Outcomes
MCQ - Lecture 4.3 Managing Delayed Decisions & Improving Conversion Outcomes
Module 5 – Compliance, Conduct Risk & Mis-selling Prevention
Module 5 Study Material
Lecture 5.1 Mis-selling Patterns & Regulatory Risk Exposure
MCQ - Lecture 5.3 Conduct Risk Identification & Ethical Sales Framework
Lecture 5.2 Customer Consent, Disclosure & Documentation Discipline
MCQ - Lecture 5.2 Customer Consent, Disclosure & Documentation Discipline
Lecture 5.3 Conduct Risk Identification & Ethical Sales Framework
MCQ - Lecture 5.1 Mis-selling Patterns & Regulatory Risk Exposure
Module 6 – Complaint Handling & Customer Retention Discipline
Module 6 Study Material
Lecture 6.1 Understanding Complaint Triggers & Handling Dissatisfaction
MCQ - Lecture 6.1 Understanding Complaint Triggers & Handling Dissatisfaction
Lecture 6.2 Escalation Discipline, Communication & Customer Retention
MCQ - Lecture 6.2 Escalation Discipline, Communication & Customer Retention
Final Test
MCQ - Final Test
EBook on Bancassurance: Business Models, Sales Strategy & Compliance
Bancassurance Business Models, Sales Strategy & Compliance
Bancassurance Business Models, Sales Strategy & Compliance
Reference Videos, Social Media Resources
Smart Online Course Youtube Channel
Risk Management Association Youtube Channel
RMAI Facebook Page
Smart Online Course Facebook Page
Linkedin Updates
Additional Resources
Beyond the Point of Sale: How Bancassurance is Learning to Earn Trust
Bancassurance: Revolutionizing Financial Services through Strategic Partnerships
Bancassurance: Meaning, Models, and Key Benefits
Bancassurance operating models
Bancassurance: Problems and Challenges in India
Bancassurance: The Shield Against Uncertainties & Risks
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