Certified Financial Services Marketing Professional

How It Works

  1. 1. Select Certification & Register
  2. 2. Receive Online e-Learning Access (LMS)
  3. 3. Take exam online anywhere, anytime
  4. 4. Get certified & Increase Employability

Test Details

  • Duration: 60 minutes
  • No. of questions: 50
  • Maximum marks: 50, Passing marks: 25 (50%).
  • There is NO negative marking in this module.
  • Online exam.

Benefits of Certification

$49.00 /-
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Why should I take this certification?

Vskills certification for Financial Services Marketing assesses the candidate on the marketing of financial services. The certification tests the candidates on various areas in managing service delivery process, implementing service marketing, financial management models and analysis which include the knowledge of consumer behavior, service process design and marketing, service quality and productivity, evaluating risks & returns, skills, and strategies for financial management and analysis. 

Study & Learn

  • Service products, consumers, and markets
  • Elements of service marketing
  • Managing the service delivery process
  • Implementing service marketing
  • Financial Management Models & Their Application
  • Evaluating Risks & Returns of Assets & Liabilities and much more...

How will I benefit from this certification?

This course is designed to teach you necessary skills and knowledge required in managing the financial services marketing functions within a business. Vskills Certified Financial Services Marketing Manager finds employment in Banks, Private Equity (PE) firms, MNCs, Bancassurance companies and insurance companies or financial marketing departments of various companies.

Financial Services Marketing Table of Contents


Financial Services Marketing Sample Questions


Financial Services Marketing Practice Test


Financial Services Marketing Interview Questions


Companies that hire Financial Services Marketing Professionals

Companies specializing in financial service marketing constantly hire skilled financial services marketing professional. Various public and private companies, banks and insurance companies also need financial services marketing professional for their financial services marketing departments. Companies that hire Bajaj Capital, Angel Broking, Tata Capital, HDFC Bank, ICICI Bank, Motilal Oswal.

Financial Services Marketing Related Blogs

Checkout the latest online blogs on Financial Services Marketing.

Financial Services Marketing Jobs

Checkout the various job openings for Financial Services Marketing, click here..

Financial Services Marketing Internships

Vskills runs its flagship internship programme where bright interns work with academic council, click to know more details..

Apply for Financial Services Marketing Certification

By Net banking / Credit Card/Debit Card

We accept Visa/Master/Amex cards and all Indian Banks Debit Cards. There is no need to fill application form in case you are paying online.

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Understanding Service Phenomenon

  • Introduction
  • Service Industry - Growth and Current Condition
  • How are goods different from services?

Role of Services in Economy

  • International Scenario
  • Indian Scenario

Service Characterstics and Marketing Implications

  • Marketing Implications for Services

Knowledge of Buyers

  • Decision Making Roles
  • Classification of Buyers
  • Consumer Decision Making
  • Factors Influencing Buyer’s Behavior
  • Consumer Evaluation of Services
  • Post-Purchase Behavior

Marketing Mix in Service

  • Seven P’s of Marketing Services

Differentiation Strategies

  • Managing Differentiation
  • Differentiation V/s Positioning

Demand Management And Productivity

  • Concept of Productivity
  • Strategies of Productivity

Service Quality

  • Managing Quality
  • Service Quality Model of Gronroos
  • Measuring Service Quality

Service Strategies

  • Revisiting the Marketing Process
  • Market Planning in Services
  • Critical Success Factors in Service Marketing
  • Customer Orientation in Marketing
  • Customer Relations in Marketing

Role of Financial Institutions & Services

  • Introduction
  • Role of Financial Institutions
  • Financial Services
  • Indian Financial Market

Financial Management Models

  • Introduction

Risks & Returns of Assets and Liabilities of Financial Institutions

  • Introduction
  • Classification of Assets
  • Restructuring / Rescheduling of Loans

Fund analysis and Interest rate analysis

  • Introduction
  • Norms relating to Prime Lending Rates (PLR)
  • Project appraisal under Inflationary Condition
  • Guidelines for Determining PLR
  • Relationship between Inflation and interest Rates

Financial Management of Commercial Banks

  • Characteristics of a Bank
  • Major Functions of Commercial Bank
  • Sources of Funds
  • Application of Funds
  • Investment Policy of Commercial Banks
  • Asset Structure of Commercial Banks
  • Monetary Policy in India by RBI
  • Insurance

Financial Management of Development Banks

  • Introduction
  • Features of Term Loans
  • Procedure of Appraisal of Term Loan Proposals by Development Bank
  • Capital Adequacy and Capital Planning

Financial Planning and Financial Institutions

  • Industrial Finance Corporation of India (I.F.C.I.)
  • Industrial Credit & Investment Corporation of India Ltd (I.C.I.C.I.)
  • Industrial Development Bank of India (I.D.B.I.)
  • Mutual Funds

International Aspect of Financial Institutions

  • Sources of International Financing
  • Development Banks and Financial Institutions
  • Export Import Bank in India
  • Factoring Companies
  • Global Financial Markets
  • Offshore Banking
  • Export Import Bank of India

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