Insurance and BFSI Sales
A 10-week beginner course for people who want banking, insurance and financial services sales roles. Learners study banking products, life, health and motor insurance, loans, credit and mutual fund basics, KYC and compliance, then practise lead generation, needs-based pitching, objection handling, CRM with Zoho and Excel reporting. Every module ends with a small job for a Surat client using sample customers and data. The course teaches honest, compliant selling and product knowledge; it gives no personal investment advice and does not guarantee a job, incentives or income.
- Duration: 10 weeks
- Modules: 10
- Fee: Rs 12,999
- Field: Banking, Financial Services & Insurance
Roles this track prepares you for
- Insurance Sales Executive
- Relationship Officer
- Banking Sales Executive
- Financial Services Associate
- Insurance Advisor
- Loan Sales Executive
- Bancassurance Executive
- Customer Relationship Executive
Curriculum
- BFSI Industry and Banking Fundamentals - Learners understand the BFSI industry, the roles of banks, NBFCs, insurers and regulators, core banking products, digital banking and the sales roles and licensing basics in this field.
- The BFSI Industry Overview
- Banks, NBFCs, Insurers and Regulators
- Banking Products: Accounts and Deposits
- Digital Banking, UPI and Cards
- BFSI Sales Roles and Licensing Basics
- Life Insurance and Term Plans - Learners understand risk, premium and cover, the main types of life insurance in plain words, term plans, riders, nominees and claims and how to work out a customer's cover need.
- Insurance Basics: Risk, Premium and Cover
- Life Insurance Types in Plain Words
- Term Plans Explained
- Riders, Nominee and Life Claims
- Finding the Right Life Cover Need
- Health Insurance - Learners understand health insurance plans for individuals, families and groups, waiting periods, exclusions and sub-limits, claims and how to compare plans for a customer.
- Health Insurance Basics
- Individual, Family Floater and Group Plans
- Waiting Periods, Exclusions and Sub-Limits
- Cashless and Reimbursement Claims
- Comparing Health Plans for a Customer
- General and Motor Insurance - Learners understand general insurance, third-party and comprehensive motor cover, IDV, NCB and add-ons, the motor claims process and the basics of home, fire and travel insurance.
- General Insurance Overview
- Motor Insurance: Third-Party and Comprehensive
- IDV, NCB and Add-On Covers
- Motor Claims Process
- Home, Fire and Travel Insurance Basics
- IRDAI Regulations, KYC, AML and Ethics - Learners understand the rules for insurance agents and advisors, mis-selling and disclosure, KYC documents and process, AML red flags and customer data privacy and grievances.
- IRDAI Rules for Agents and Advisors
- Mis-Selling, Ethics and Disclosure
- KYC Documents and Process
- AML Basics and Red Flags
- Customer Data, Privacy and Grievances
- Loans, Credit and Mutual Fund Basics - Learners understand loan types and eligibility, credit scores and EMI arithmetic, credit card use and risks, mutual fund and SIP basics and the rules and risk messages for distribution.
- Loan Types and Eligibility
- Credit Score and EMI Basics
- Credit Cards: Use and Risks
- Mutual Fund and SIP Basics
- Distribution Rules and Risk Messages
- Lead Generation, Cold Calling and Customer Onboarding - Learners find BFSI leads, call with consent and compliance, do fact-finding and needs discovery, complete customer onboarding and documentation and build relationships through referrals.
- Lead Sources for BFSI Sales
- Cold Calling with Consent and Compliance
- Fact-Finding and Needs Discovery
- Customer Onboarding and Documentation
- Referrals and Relationship Building
- Sales Pitching, Objection Handling and Negotiation - Learners sell financial products by needs, pitch insurance and loan products honestly, handle common objections, negotiate and close ethically and cross-sell with bancassurance basics.
- Needs-Based Selling of Financial Products
- Pitching Insurance and Loan Products
- Objection Handling in BFSI Sales
- Negotiation and Ethical Closing
- Cross-Selling and Bancassurance Basics
- CRM, Excel Reporting and Customer Retention - Learners use a CRM pipeline and Zoho CRM for BFSI sales, build Excel sales reports with targets, manage renewals and lapses to keep customers and support customers with claims.
- CRM Basics and the Sales Pipeline
- Zoho CRM for BFSI Sales
- Excel Sales Reports and Targets
- Renewals, Lapse and Customer Retention
- Customer Service and Claims Support
- BFSI Capstone and Job Readiness - Learners handle a full sample customer case from needs to a compliant recommendation and pitch, practise interview and practical rounds, build a resume and profile and learn about licences, exams and starting as an advisor.
- Capstone: Planning the Customer Case
- Capstone: Recommendation, Compliance and Pitch
- BFSI Interview and Practical Round
- Resume and Profile for BFSI Roles
- Licences, Exams and Starting as an Advisor
Frequently asked questions
How long is the Insurance and BFSI Sales course?
It runs for 10 weeks, with 10 modules. It is self-paced online learning from EasySkill Career Academy, Surat.
How much does the Insurance and BFSI Sales course cost?
The fee is Rs 12,999.
What will I build in Insurance and BFSI Sales?
Every module ends in a graded practical task that AI checks in about 30 seconds, so you finish with a portfolio you can show to employers or clients.
Which roles does Insurance and BFSI Sales prepare me for?
It prepares you to apply for roles such as Insurance Sales Executive, Relationship Officer, Banking Sales Executive, Financial Services Associate, Insurance Advisor. It does not guarantee a job or income.
Can I learn online, or do I have to visit a centre?
You can learn fully online. EasySkill also has centres in Adajan, Vesu and Bhestan, Surat, if you prefer to visit.
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