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Recession Focused Best Practice: Financial Services
About <ul><li>www.TeamLease.com </li></ul><ul><li>India’s leading staffing company. </li></ul><ul><li>Provides a range of ...
How It Works Step 1 Client, TeamLease & SEFS agree on the entry and exit parameters for the  candidates, agree on commerci...
Structure of Programs <ul><li>Programs : </li></ul><ul><li>PG Diploma in Wealth Management </li></ul><ul><li>PG Diploma in...
PG Diploma in Wealth Management <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>MODULE 1 </li></ul><ul><li>Financial Mark...
PG Diploma in Securities Markets & Mutual Funds Operations <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>MODULE 1 </li>...
PG Diploma in Retail Banking <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>Introduction:  Features of Banking, classifi...
PG Diploma in Insurance Management <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>Introduction:  Concept and principles ...
Client Benefits:  Productive Workforce Solution <ul><li>Integrated management of the People Supply Chain right from Sourci...
Case Study <ul><li>SEFS TeamLease are currently working with Dawnay Day ( www.dawnaydayav.com ). Dawnay Day is a full serv...
Commercials Minimum Students = 120 Students to get a conditional Pre Placement Offer (PPO) prior to the program Joint team...
Contacts Akhil Kishore (E) :  [email_address]
Annexure 1: Soft Skills <ul><li>TOTAL SOFT SKILLS  = 100 HOURS </li></ul><ul><li>Communication Skills  = 70 Hours </li></u...
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Financial Services Best Practice For A Recession

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SEFS (www.sefs.in) and TeamLease (www.teamlease.com) have joined hands to provide a robust way to manage a key part of any financial services company - productivity.

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Financial Services Best Practice For A Recession

  1. 1. Recession Focused Best Practice: Financial Services
  2. 2. About <ul><li>www.TeamLease.com </li></ul><ul><li>India’s leading staffing company. </li></ul><ul><li>Provides a range of Temporary and Permanent manpower solutions to over 1000 clients </li></ul><ul><li>TeamLease started operations in 2002 and now has 82,000 employees in over 750 locations. On track to be India’s largest private employer by 2008. </li></ul><ul><li>Offices in 19 locations in India. </li></ul><ul><li>www.SEFS.com </li></ul><ul><li>Leading research based institution focused on high end quantitative economics and finance. </li></ul><ul><li>National level program offline & online delivery capabilities. </li></ul><ul><li>Global access to best BFSI faculty and content. </li></ul><ul><li>Managed by the globally acclaimed academics. </li></ul>Integrated Productive Manpower Solutions School of Economics & Financial Studies
  3. 3. How It Works Step 1 Client, TeamLease & SEFS agree on the entry and exit parameters for the candidates, agree on commercial terms & conditions. Step 2 TeamLease SEFS source the candidates, a joint team (Client, TeamLease and SEFS) shortlists the candidate. Upon clearing this process, the candidate is issued a conditional Pre Placement Offer (PPO) by the client. Step 3 Candidates move to TeamLease’s payrolls from Day 1. The candidate is paid a monthly stipend. The stipend changes during the course of the program to help for motivation/incentive purpose. Step 4 SEFS trains & asses the candidates. For the first 3 months the candidates study at SEFS in the morning/evening 3 times a week, for Y hours and work with the client during the rest of the time. For the next 3 months, the candidates come to SEFS only on X days. Step 5 Final assessment based on a mix of productivity and certifications is done by the client. Client pays a success fee of Rs. Z,000. to the TeamLease SEFS team for candidates joining client’s permanent payrolls. Though the client has the option to keep candidates on TeamLease’s payrolls. Train Deploy Source
  4. 4. Structure of Programs <ul><li>Programs : </li></ul><ul><li>PG Diploma in Wealth Management </li></ul><ul><li>PG Diploma in Insurance Management </li></ul><ul><li>PG Diploma in Securities Markets and Mutual Funds </li></ul><ul><li>PG Diploma in Retail Banking </li></ul><ul><li>Following are the features of all the programs: </li></ul><ul><li>Content : All programs are for 150 Hours. Hard Skills = 50 Hours [Further Sections provide details about hard skills related to each program] Soft Skills = 100 Hours. Soft skills are common to all programs [Annexure 1] Communication Skills = 70 Hours; IT Skills = 10 Hours; HR Skills = 20 Hours. </li></ul><ul><li>Duration : 150 Hours of classroom based training spread over 6 months </li></ul><ul><li>Teaching : Classroom based involving case studies, group projects, examinations, mid-term assessments, individual project/presentations </li></ul><ul><li>Classes : MONTH 1- MONTH 3: 3 days a week; Morning/Evening (EFFECTIVELY A HALF DAY FOR THE DAY THEY COME FOR TRAINING) </li></ul><ul><li> MONTH 4- MONTH 6 : 4 Hours on Sundays </li></ul>
  5. 5. PG Diploma in Wealth Management <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>MODULE 1 </li></ul><ul><li>Financial Markets and Institutions: Primary Market - Organization, Functioning, Book-building Process; Secondary Market – Organization, Functioning and Market Indicators; Whole-sale Debt Market and Futures and Options Market; Commercial Banking and Non-Banking Finance Companies; and Insurance Organizations, Mutual Funds and Pension Funds. (10 hours) </li></ul><ul><li>Quantitative Techniques for Finance: Time Value of Money; Data Handling: Measures of Central Tendency and Dispersion, Graphs, Concept and Measurement of Return and Risk. (6 hours) </li></ul><ul><li>Insurance Business: Basic Terms, Legal Aspects, Life Products, Group Insurance and Rural Insurance. (9 hours) </li></ul><ul><li>MODULE 2 </li></ul><ul><li>Introduction to Financial Planning: Understanding Client Needs, Client Mapping. (4 hours) </li></ul><ul><li>Investment Planning: Valuation of Equity Shares and Fixed Income Securities; and Portfolio Management. (6 hours) </li></ul><ul><li>Mutual Funds: Concept and Types; Investment, Selling and Distribution Policies; and Performance Evaluation. (6 hours) </li></ul><ul><li>Employee Compensation and Retirement Planning (4 hours) </li></ul><ul><li>Tax and Estate Planning (4 hours) </li></ul><ul><li>Developing An Integrated Financial Plan (3 hours) </li></ul><ul><li>Note: The two courses cover the important aspects of following certification modules: </li></ul><ul><ul><li>Security Market (Basic Module) </li></ul></ul><ul><ul><li>Financial Markets: A Beginners’ Module </li></ul></ul><ul><ul><li>AMFI-Mutual Fund (Basic) Module. </li></ul></ul><ul><ul><li>IRDA Insurance Training Module for Agents. </li></ul></ul>
  6. 6. PG Diploma in Securities Markets & Mutual Funds Operations <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>MODULE 1 </li></ul><ul><li>Financial Market and Instruments in India: Primary Market, Secondary Market, Government Securities Market, Derivatives Market, and Regulatory Framework. </li></ul><ul><li>Quantitative Techniques for Finance: Graphs, Measures of Central Tendency and Dispersion, Time Value of Money, Risk and Return, and Correlation and Regression Analysis. </li></ul><ul><li>Corporate Finance: Capital Budgeting, Capital structure, and Financial Statement Analysis. </li></ul><ul><li>Security Valuation: Fundamental Valuation of Equities and Fixed Income Securities, and Technical Analysis. </li></ul><ul><li>Note: The course covers major contents required for the following NCF Modules: </li></ul><ul><ul><li>Security Market (Basic Module) </li></ul></ul><ul><ul><li>Financial Markets: A Beginners’ Module </li></ul></ul><ul><li>MODULE 2 </li></ul><ul><li>Concept and Role of Mutual Funds: Introduction, Evolution of Mutual Fund, and Types of Funds. </li></ul><ul><li>Fund Structure and Constituents: Legal Structure, Constituents, and Fund Mergers. </li></ul><ul><li>Legal and Regulatory Environment: Role of Regulators in India, Self-Regulation, Rights and Obligations of the Investor. </li></ul><ul><li>The Offer Document: Introduction, Contents of the Offer Document and Key Information Memorandum. </li></ul><ul><li>Fund Distribution and Sales Practices: Distribution Channels, and Sales Practices. </li></ul><ul><li>Accounting Valuation and Taxation </li></ul><ul><li>Investor Services </li></ul><ul><li>Investment Management: Equity and Debt Portfolio Management, SEBI Investment Guidelines. </li></ul><ul><li>Measuring and Evaluating Mutual Fund Performances: Performance Measures, Benchmarking, Tracking of Fund Performance. </li></ul><ul><li>Note: The Course covers the important contents of AMFI-Mutual Fund (Basic) Module. </li></ul>
  7. 7. PG Diploma in Retail Banking <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>Introduction: Features of Banking, classification of banks, Central Banking and the RBI. </li></ul><ul><li>Types of Deposit accounts: Current, savings, fixed, recurring/cumulative. Opening & closing of accounts, insurance of bank deposits and nominations. </li></ul><ul><li>Modes of creating charge: Credit, non fund credit facility, drafts/travelers cheques/ warrants, Hypothecation, Mortgage, Assignment. </li></ul><ul><li>Retail Banking: ATMs, Tele-banking, Internet banking, credit cards, home loans, auto loans, personal loans, Education loans. </li></ul><ul><li>Banking Products: Marketing of Banking products, Difference between banking & financial products, effective rate of interest, grievance redressal mechanism (ombudsman), Forex dealing, money market dealing, cash management services. </li></ul>
  8. 8. PG Diploma in Insurance Management <ul><li>Hard Skills – 50 Hours </li></ul><ul><li>Introduction: Concept and principles – Utmost good faith, Insurable Interest, Indemnity, Subrogation & Contribution. </li></ul><ul><li>Insurance Organization, Structure & Functions: Actuary, Underwriting, Claims administration, Marketing, Investment, Accounting, Legal, Distribution Channels, Agents, Brokers/Consultants, Banking outlets. </li></ul><ul><li>Regulations: Insurance Act, IRDA Act and Regulations </li></ul><ul><li>Products: Life insurance, Group Insurance, Rural/Social Insurance, General Insurance, Fire Insurance, Motor Insurance, Health & Liability Insurance, Pension Products: Need, schemes and taxation; PV/SV calculation. </li></ul>
  9. 9. Client Benefits: Productive Workforce Solution <ul><li>Integrated management of the People Supply Chain right from Sourcing, Training to Deployment. </li></ul><ul><li>Best in breed solution providers – TeamLease & SEFS. </li></ul><ul><li>Intensive program taught by the best faculty in India. </li></ul><ul><li>Sourcing done by the largest HR company in India with one of the largest databases in the BFSI space. </li></ul><ul><li>Continuous handholding for the candidates throughout the program to monitor & improve their performance. </li></ul><ul><li>Client gets high quality manpower that is productive from Day 1. </li></ul><ul><li>Lower cash outflow for the company to get high quality Productive Manpower. </li></ul><ul><li>Client can test the candidate on productivity parameters as well prior to taking him/her on permanent rolls. </li></ul>
  10. 10. Case Study <ul><li>SEFS TeamLease are currently working with Dawnay Day ( www.dawnaydayav.com ). Dawnay Day is a full services financial services and advisory firm. </li></ul><ul><li>Dawnay, Day was established in 1928 and has been under its present ownership since the early 1980’s. It is a privately owned group with gross assets in excess of $4bn and net worth in excess of $1.5bn operating in select markets around the world specialising in three main activities: property investment and fund management, principal investments and financial services. </li></ul><ul><li>Scope: SEFS TeamLease are developing Productive Manpower (Source, Train, Deploy Model) for North India for Dawnay Day’s financial advisory team. This project will be rolled out nationally on successful completion. </li></ul>
  11. 11. Commercials Minimum Students = 120 Students to get a conditional Pre Placement Offer (PPO) prior to the program Joint team (Client/TeamLease/SEFS Shortlists & selects the candidates for the program Candidates can either stay on TeamLease’s payrolls or move to client’s payrolls after selection
  12. 12. Contacts Akhil Kishore (E) : [email_address]
  13. 13. Annexure 1: Soft Skills <ul><li>TOTAL SOFT SKILLS = 100 HOURS </li></ul><ul><li>Communication Skills = 70 Hours </li></ul><ul><li>Flow of speech </li></ul><ul><li>Presentation Skill </li></ul><ul><li>Body language </li></ul><ul><li>Sales Pitches </li></ul><ul><li>Mock Selling </li></ul><ul><li>Sentence Correction </li></ul><ul><li>Introduction to Communication Skill </li></ul><ul><li>IT Skills = 10 Hours </li></ul><ul><li>MS Word, MS PowerPoint, MS Excel, MS Access </li></ul><ul><li>HR Skills = 20 Hours </li></ul><ul><li>Icebreaking </li></ul><ul><li>Success through interpersonal relationships </li></ul><ul><li>Improving personal effectiveness </li></ul><ul><li>Understanding self </li></ul><ul><li>Working together for success </li></ul><ul><li>Goal setting and achievement motivation for effectiveness </li></ul><ul><li>Corporate loyalty </li></ul><ul><li>Impact of attitudes in work situation; Inculcating positive attitude </li></ul><ul><li>Negotiation skills </li></ul>

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