Pertecnica Engineering stands as a cornerstone among India’s leading employee training institutes, dedicated to fostering proficiency within the Insurance and Banking sector. Its specialized training modules are meticulously designed to equip professionals with a comprehensive understanding of financial services, risk management, and banking operations. These programs delve into the intricacies of insurance policies, banking regulations, financial analysis, and customer-centric services. With a focus on practical application and industry-relevant skills, Pertecnica Engineering ensures that employees are prepared to navigate the dynamic landscape of the financial sector, driving innovation, compliance, and excellence within insurance and banking services.

Banking Sector Training Modules:

  • Banking Fundamentals – Introduction to banking principles, services, and operations.
  • Banking Regulations and Compliance – Understanding regulatory frameworks and compliance standards.
  • Retail Banking Operations – Training on day-to-day banking transactions and customer service.
  • Commercial Banking Practices – Techniques for managing business banking services and credit.
  • Credit Analysis and Risk Management – Understanding credit evaluation and risk assessment in lending.
  • Financial Products and Services – Education on various banking products like loans, deposits, and investments.
  • Treasury and Cash Management – Techniques for managing liquidity and cash flow in banks.
  • Banking Technology and Digital Innovation – Leveraging technology for banking operations and innovation.
  • Financial Planning and Wealth Management – Techniques for advising customers on wealth management.
  • Islamic Banking Principles – Understanding the principles and practices of Islamic banking.
  • Fraud Prevention and Detection in Banking – Techniques for preventing and detecting banking fraud.
  • Asset Liability Management (ALM) – Understanding and managing bank assets and liabilities.
  • Banking Customer Relationship Management (CRM) – Techniques for effective customer relationship management in banks.
  • Corporate Finance and Investment Banking – Techniques for managing corporate finance and investment banking services.
  • Banking Analytics and Business Intelligence – Utilizing data analytics for decision-making in banking.
  • Banking Leadership and Management – Training on leadership skills specific to the banking industry.
  • Mortgage and Housing Finance – Understanding mortgage lending and housing finance.
  • International Banking and Foreign Exchange – Managing international banking and foreign exchange operations.
  • Cybersecurity in Banking – Training on securing banking systems and data from cyber threats.
  • Regtech and Compliance Automation – Utilizing technology for regulatory compliance in banking.

Insurance Sector Training Modules:

  • Insurance Principles and Practices – Introduction to insurance principles, policies, and practices.
  • Risk Assessment and Underwriting – Techniques for evaluating risks and underwriting insurance policies.
  • Life and Health Insurance Products – Education on life insurance and health insurance policies.
  • Property and Casualty Insurance – Understanding property and casualty insurance policies.
  • Claims Management and Processing – Techniques for managing and processing insurance claims.
  • Insurance Sales and Marketing – Strategies for selling and marketing insurance products.
  • Reinsurance Principles – Understanding the principles and practices of reinsurance.
  • Insurance Technology (Insurtech) – Leveraging technology for innovation in insurance services.
  • Actuarial Science and Insurance Analytics – Utilizing statistical models for risk assessment in insurance.
  • Insurance Compliance and Regulations – Understanding regulatory requirements and compliance standards in the insurance sector.

These training modules cover a wide spectrum of topics, equipping employees in the Banking and Insurance sectors with the knowledge and skills necessary to excel in their roles.

Customized Training Workshops

  • Banking and insurance training
  • Financial regulations and compliance courses
  • Risk management in banking certification
  • Insurance underwriting and claims processing training
  • Anti-money laundering (AML) and fraud prevention courses
  • Banking and financial services ethics workshops
  • Financial products and services certification
  • Customer relationship management in banking training
  • Credit analysis and loan processing courses
  • Investment banking and portfolio management workshops
  • Insurance product development and pricing certification
  • Digital banking and fintech trends training
  • Regulatory technology (RegTech) in finance courses
  • Financial planning and wealth management workshops
  • Cybersecurity in banking and insurance certification
  • Open banking and API integration training
  • Insurance risk assessment and mitigation courses
  • Banking operations and transaction processing workshops
  • Financial accounting and reporting certification
  • Insurtech innovations and trends training
  • Asset and liability management in banking courses
  • Consumer protection in financial services workshops
  • Mortgage lending and real estate finance certification
  • Bancassurance strategies and distribution channels training
  • Derivatives and financial instruments courses
  • Insurance sales and customer acquisition workshops
  • Regulatory changes in banking and insurance certification
  • Insurance industry market trends and analysis training
  • Data analytics in finance and insurance courses
  • ESG (Environmental, Social, and Governance) in banking workshops

For more info…

Duration: Contact us for Customized Training Modules

Methodology: The training will be delivered through a blend of lectures, interactive sessions, case studies, practical workshops, and site visits.

Evaluation: Assessment through quizzes, project presentations, and a final evaluation test.