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BancAssurance Professional

A course to prepare you for the entry level business development role in Banc Assurance channel.

₹35400.00

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Course Overview

BancAssurance channel is one of the fastest growing business in the BFSI industry.  Penetration of Insurance products is very low in India, less than 4 %. There is a huge opportunity to grow this business.  Most of the insurance companies and banks are hiring aggressively for this role.

Inurance companies are now leveraing the customer base of banks to improve their business.  As per the latest guidelines, any bank can now tie up with 9 Insurance companies- 3 in Life, 3 in General and 3 in Health Insurance space. 

This  selling of Insurance through Banking channel is commonly known as " BancAssurance " or Banca channel.  The main role here is to sell Insurance product to bank's customers. Typically leads are generated by bank employees and Banca professionals complete the sales. 

This course focusses on enabling such Banca employees to do their jobs better.  We have included the following topics in the course:

a. Soft Skills required for Sales Professionals

b. Sales Process

c. Basics of Insurance

d. General Insurance Products

e. Basic Banking Products

f. Customer Queries for Banking

g. Developing Relationships inside a Bank Branch

h. Preparing for Interview


Best Wishes !


Schedule of Classes

Course Curriculum

8 Subjects

BancAssurance Professional Course Introduction

2 Learning Materials

Important Instructions

Important Instructions

PDF

About Insurance Industry

Insurance Industry in India- Hindi

Video
00:11:45

Soft Skills for Sales Team

2 Exercises8 Learning Materials

Communication

Communication - Hindi

Video
00:17:22

Assignment

PDF

Communication- Eng

Video
00:15:25

Communication

Exercise

Main Points

PDF

Business Etiquettes

Business Etiquettes Eng

Video
00:14:25

Business Etiquettes- Hindi

Video
00:14:46

Assignment

PDF

Main Points

PDF

Quiz Business Etiquettes

Exercise

Sales Process

6 Exercises26 Learning Materials

Identifying Customers

Process Part 2 English

Video
00:10:26

Process Part 2 Hindi

Video
00:12:01

Main Points

PDF

Assignment

PDF

Identifying Customers

Exercise

Definining Sales Process

Process Part 1 English

Video
00:06:57

Process Part 1 Hindi

Video
00:08:33

Main Points

PDF

Assignment

PDF

Defining Sales Process

Exercise

Taking Appointments

Process Part 3 Eng

Video
00:11:33

Process Part 3 Hindi

Video
00:12:43

Main Points

PDF

Assignment

PDF

Taking Appointments

Exercise

Taking Appointments- Micro Video

External Link

Appointment Taking- Case Studies

External Link

Pitching

Process Part 4 Eng

Video
00:11:17

Process Part 4 Hindi

Video
00:10:21

Main Points

PDF

Assignment

PDF

Pitching

Exercise

Closing

Process Part 5 Eng

Video
00:10:52

Process Part 5 Hindi

Video
00:10:51

Main Point

PDF

Assignment

PDF

Closing

Exercise

Follow Up and Reporting

Process Part 6 Eng

Video
00:10:41

Process Part 6 Hindi

Video
00:12:03

Main Point

PDF

Assignment

PDF

Follow Up & Reporting

Exercise

Insurance

27 Learning Materials

Concept of Insurance

Concept - Eng

Video
00:10:01

Concept- Hindi

Video
00:10:57

Principles of Insurance- Hindi

Video
00:09:36

Main Points

PDF

Assignment

PDF

Insurance Concept (Eng)

External Link

Insurance Concept (Hindi)

External Link

Learning Life Insurance

Life Insurance Concepts- Eng

Video
00:12:43

Life Insurance Concpets- Hindi

Video
00:12:19

Types of Life Insurance

External Link

Main Points

PDF

Assignment

PDF

Selling Life Insurance

Selling L.I. - Eng

Video
00:11:34

Selling L.I. - Hindi

Video
00:13:18

Term Insurance Guide

External Link

ULIP Guide

External Link

Pension Plan Guide

External Link

Main Points

PDF

General Insurance

General Insurance- Hindi

Video
00:11:50

Main Points

PDF

Types of Genral Insurance

External Link

What is Covered in General Insurance ?

External Link

Tax Benefit- Health Insurance

External Link

Insurance Industry In India

Insurance Industry In India- Eng

Video
00:13:11

Insurance Indistry In India- Hindi

Video
00:11:45

Interesting Videos

HDFC pension Plan

External Link

Health Insurance

External Link

General Insurance Products

6 Learning Materials

Motor Insurance

Motor Insurance

Video
00:15:08

Road Side Assistance

External Link

Health Insurance

Health Insurance

Video
00:12:42

Bajaj Allianz Video

External Link

Apollo Munich

External Link

HDFC Ergo

External Link

Banking Products & Services for Banca

2 Exercises15 Learning Materials

Savings Account

Power of SA- Eng

Video
00:08:37

Power of SA- Hindi

Video
00:09:13

Assignment

PDF

Main Points

PDF

Power of SA

Exercise

Current Account

CA- Types and Features Part 1 Eng

Video
00:10:29

CA- Types and Features Part 1- Hindi

Video
00:10:59

CA Types and Features Part 2- Eng

Video
00:10:54

CA Types and Features Part 2- Hindi

Video
00:12:00

Main Points

PDF

CA Types and Features

Exercise

Common Banking Queries

Common Banking Queries Part 1 Eng

Video
00:04:41

Common Banking Queries Part 1 Hindi

Video
00:07:27

Main Points Part 1

PDF

Common Banking Queries Part 2 Eng

Video
00:09:39

Common Banking Queries Part2 Hindi

Video
00:09:39

Main Points Part 2

PDF

Branch Relationships

6 Learning Materials

Looking Inside a Bank Branch

Inside a Bank Branch- Hindi

Video
00:10:48

Inside a Bank Branch- Eng

Video
00:12:27

Developing Relationship in a Branch

Developing Relationship- Hindi

Video
00:12:39

Developing Relationship- Eng

Video
00:12:09

Generating Leads in a Branch

Genrating Leads- Hindi

Video
00:12:32

Generating Leads Inside a Branch- Eng

Video
00:12:50

Banca Interview

13 Learning Materials

CV Making

CV Making Part 1- Eng

Video
00:11:38

CV Making Part1- Hindi

Video
00:12:52

CV Making Part 2- Eng

Video
00:14:11

CV Making Part 2- Hindi

Video
00:14:15

Preparing for Interview

Preparation- Eng

Video
00:09:00

Preparation- Hindi

Video
00:10:01

Facing the Panel

Facing the Panel- Eng

Video
00:12:37

Facing the Panel- Hindi

Video
00:11:17

Common Questions

Common Questions- Eng

Video
00:14:05

Common Questions- Hindi

Video
00:14:16

Tell me about yourself

PDF

8 Common Questions

PDF

Questions for Banca Interview

PDF

Course Instructor