The Mutual Fund Distributor Certification Course at BCCM Global is designed to provide you with the knowledge and skills required to excel as a mutual fund distributor in the BFSI sector. Alongside the core curriculum, you will also receive dual certification in the Basics of Banking, Insurance, and Investment (BBII), ensuring a holistic understanding of financial products.
This program equips learners with market research techniques, sales strategies, effective communication skills, and best practices for data privacy and workplace safety, preparing them for a successful career in the financial services industry. This program aims to prepare candidates for a career as a Mutual Fund Distributor with a duration that aligns with industry requirements.
The Basics of Banking, Insurance, and Investment (BBII) Certification is a foundational course designed to equip learners with essential knowledge and skills in three critical areas of the BFSI sector—banking, insurance, and investment. This program offers a comprehensive introduction to financial concepts, covering banking operations, insurance principles, and investment strategies. Ideal for individuals looking to build a strong foundation in finance, the BBII certification opens doors to various career opportunities and is often paired as a dual certification with other specialised programs at BCCM Global to enhance professional growth.
At the end of the program, the learner will be able to:
After completing a Mutual Fund Distributor Certification with BBII, you can explore several job opportunities primarily in the mutual funds and investment sectors
You can begin distributing mutual funds independently or through an organization, earning commissions on the sales.
Many financial institutions and mutual fund houses hire freshers to assist senior managers in maintaining client relationships and helping with mutual fund sales.
Some firms hire freshers to assist senior financial advisors or managers, helping them with client interactions and investment recommendations, including mutual funds.
You may start in a sales role where your job is to sell mutual fund products to potential clients and investors.
Many banks and financial institutions hire freshers to provide financial services related to mutual funds, insurance, and other investment products.
These roles provide you the opportunity to work independently or in collaboration with financial institutions, allowing for substantial career growth within the financial sector.
This program is aimed at training candidates for the job of a "Mutual Fund Distributor", in the "BFSI" Sector/Industry and aims at building the following key competencies amongst the learner
For More Enquiries: +91-920-516-1444
| Course Curriculum of - Mutual Fund Distributor Certification | |||||||||
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| Module 1: Introduction to the Banking Sector and the Job Role of Mutual Fund Distributor | |||||||||
| Module 2: Conduct Market Research and Sell the Products | Module 3: Perform After-Sales Activities | ||||||||
| Module 4: Maintain Data Integrity | Module 5: Maintain Effective Communication and Service Standard | ||||||||
| Module 6: Maintain Health and Safety Standard | Module 7: Material Conservation | ||||||||
| Module 8: Energy/Electricity Conservation | Module 9: Waste Management/Recycling | ||||||||
Course Curriculum of - Basics of Banking, Insurance and Investment (BBII) - 20 Hours
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For More Enquiries: +91-920-516-1444
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