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Fundamentals Of Mutual Funds
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Successful Living Money matters Part-4
AUGUST, 2024
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Kolkata, West Bengal, India( View map )
training@wtgconsultants.in

This Training Session is Closed

Closed
Training Program

Mutual Fund Relationship Management Training

Coming soon
Training Price: Paid
Intermediate
Level
English
Language
7
Modules
Online
Mode
1 Day
Duration

Training Overview

This extensive training program is designed to equip mutual fund professionals
with the essential skills and knowledge required for effective relationship management. Covering
seven detailed modules, the training delves into crucial areas such as the fundamentals of
relationship management, the array of mutual fund products and services, customer relationship
building, sales and business development, regulatory and compliance requirements, financial
analysis, risk management, and the latest in financial technology. Participants will emerge with a
well-rounded understanding of how to manage and grow client relationships, ensure compliance,
analyze financial data, and leverage technology to enhance their performance in the mutual fund
industry.

Training Modules

  • Overview of Relationship Management
    1. Definition and importance
    2. Role and responsibilities of a Relationship Manager (RM)
  • The Financial Services Industry
    1. Overview of the mutual fund sector
    2. Types of financial institutions
    3. Key products and services offered by mutual funds

  • Retail Mutual Funds
    1.  Equity funds
    2.  Debt funds
    3.  Hybrid funds
  • Institutional Mutual Funds
    1. Exchange-Traded Funds (ETFs)
    2. Fund of Funds (FoFs)
  • Wealth Management
    1. Investment products (mutual funds, stocks, bonds)
    2. Insurance products
    3. Retirement planning

  • Understanding Customer Needs
    1. Identifying customer segments
    2. Needs assessment and profiling
  • Effective Communication Skills
    1. Active listening
    2. Persuasion and negotiation
    3. Handling objections and complaints
  • Customer Service Excellence
    1. Service quality and customer satisfaction
    2. Managing customer expectations
    3. Building long-term relationships

  • Sales Techniques and Strategies
    1. Prospecting and lead generation
    2. Sales pitches and presentations
    3. Cross-selling and up-selling
  • Sales Management
    1. Sales planning and goal setting
    2. Sales tracking and performance measurement
    3. Incentives and motivation

  • Mutual Fund Regulations and Compliance
    1. Overview of key mutual fund regulations
    2. Anti-money laundering (AML) and Know Your Customer (KYC)
    3. Data protection and privacy laws
  • Ethics and Professional Conduct
    1. Ethical dilemmas and decision making
    2. Professional behavior and standards

  • Financial Analysis Basics
    1. Reading and interpreting financial statements
    2. Key financial ratios and metrics
  • Risk Management
    1. Types of mutual fund risks (market, credit, operational)
    2. Risk assessment and mitigation strategies
    3. Investment evaluation and approval process

  • Digital Mutual Funds
    1. Online and mobile fund services
    2. Digital wallets and payment systems
  • Financial Technology (FinTech)
    1. Emerging trends and innovations
    2. Impact of FinTech on traditional mutual fund management

WAYTOGO Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection, and specialist staffing to training, consulting, and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains.

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