COURSE OBJECTIVES
This course is a goof pre-cursor and critical component in personal wealth creation and asset accumulation process. This course explores how to use investments and saving techniques to help you reach your goals and achieve financial security and stability.
Training Methodology
The training combines a lecture theater approach, interactive sessions, personal financial coaching, investment assimilations and illustrations and ice breakers related to the training subject matter. The courses can be run as in-house, public theatre delivery or through online trainings or on a one-to-one basis linked to our in-house investor service offering.
Impact to the Organization
The organization will be able to:
- mine and grow investor services capabilities and learn how to manage various savings and investment tools, portfolios
- Retain its customer base and create customer loyalty in the longer term, hence reducing customer acquisition costs.
- Create cross sales from loyal customers satisfied with your service delivery to the prospective customers, with a mere positive word of mouth recommendations which ultimately aid in business growth.
- Build positive image and reputation in the market for being a customer centric investor and savings advisory service organization.
- Investor services team dealing with clientele will be well equipped, knowledgeable & articulate in customer service delivery
Impact to the Individual
- Develops an individual’s capacity to plan, execute, escalate and deal with different customer scenarios and characters.
- Creates a well-trained individual who is equipped with latest market insights on savings and investments drive and risk containment of the same
- Create a pool of motivated and empowered individual that is able to create better connectivity with their customers
- Equips and enhances an individual’s brand image, look, feel and service delivery
- Enhances emotional intelligence in dealing with front office work and customers (both internal and external customer)
- Increases the chances of one’s career development into a bigger global financial markets job space, customer liaison role
- Enhances career prospects into the stock, bond, money market and capital markets space
Who can Attend or Apply?
- Fund Managers
- Fund Management firm employees
- Investor Services personnel (Banks or Private Firms
- Individuals
- Self Employed Individuals
- SME Proprietors
- Family Trust Owners
- Retirees, Pensioners
- Professionals: Lawyers, Doctors, Nurses