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Marketing of financial services.




***A step by step guide for beginners***

 

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages and investment funds. The content of the course-ware follows the following structure----

 

1. Concept of Financial Services Marketing

 

2. Segmentation, Targeting and Positioning

 

3. Promotion

 

4. Distribution Strategy

 

5. Corporate Banking and Financing

 

6. Retail Banking and Financing

 

7. Building Client Portfolio and Cross-Selling

 

8. Relationship Management and Negotiation Skills

 

9. B2B and Online Marketing

 

10. Marketing of Mutual Fund Products, Insurance Products And Fee-Based Products By Banks.

 

 

 

 

 

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