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Corporate Training

June 17, 2010

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• This is a self-running presentation of about 11 minutes.

• You do not need to press the page down button to move between slides.

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What we learnt over the years?• Programs need to have relevant depth of

content– Else, it is an overload for some; waste of time for

others• Programs need to weave in the practical context

– Else, participants tune out• Programs need to evolve continuously

– Else, they become obsolete• The learning should be internalised

– Else, the training becomes just another HR initiative3

Therefore …• We offer programs at different levels• Our programs are customised, and rely heavily

on examples, case studies and exercises• We have processes to update content regularly• In our programs, slides are only a facilitater

– Learning is the deliverable• We are open to post-Program assessment of

participants– Our consulting genes help in this

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Different programs call for different approaches

•Higher-end Programs

•Goes beyond the domain

•Consulting-based inputs

• Other Programs

• Domain / Product based

• Some customisation possible

Seamless integration driven by client needs

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Our Programs are like a breath of fresh air …

Ready to take the plunge?!

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Risk is Key

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Target SegmentPrivate Bankers / Wealth Managers catering to high-networth investors

Program Duration1 to 3 days(Course coverage is customised in line with bank’s approach to handling such clients)

Program ObjectiveTrains participants on key aspects of private banking and wealth management. Focuses on domain, but touches on relevant behavioural aspects.

Indicative Program Outline•Economy & Markets•Business Value Encashment•Taxation related to Investments•Inheritance, Wills & Estate Planning

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Target Segment•Roles that call for economic thinking as a base for long-term approach to investments

•Roles that entail discussions with clients on contemporary economic issues

Program Duration1 day(A lively program that discusses experiences of various countries to further understanding of economics and markets as a system)

Program ObjectiveHelps participants understand linkages between the economy and markets, between markets, and the role of government policy initiatives in influencing these.

Indicative Program Outline•Country Contexts•Role of Policy Initiatives •EconoMaze – the connects between economy and markets; and between markets

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Target SegmentRoles that call for business development, relationship building and de-commoditisation of product / service offerings.

Program Duration2 days(Completely based on exercises and video-recorded role-plays)

Program ObjectiveStrengthens the selling and negotiation skills of participants

Indicative Program Outline•Prospecting & Pitching•Owning the Relationship•Negotiating the Deal•Deal Closure

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Target SegmentProgram is useful in multiple contexts:•As an exercise for middle to senior management team to contribute to strategy formulation in your organisation

•As a merger integration exercise, where employees of the merging entities need to understand the corporate strategy better

•As a relationship building exercise for corporate clients / prospects

Program Duration1 to 2 days(Course coverage is customised in line with the context)

Program ObjectiveHelps people break out of functional mindsets to think strategically and deliver better value to the organisation

Indicative Program Outline•Perspectives on Strategy•Business Model & Value Chain•Strategy Formulation•Strategy Implementation•Understanding the Organisation

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Target SegmentProgram is relevant in two contexts:•Enhancing the risk orientation of the team within your organisation

•As a service for clients, or to sensitise them to products that you may like to offer to them

Program Duration1 to 5 days(Depends on level of participants, course coverage and learning methodology)

Program ObjectiveStrengthens the risk management framework in companies

Indicative Program Outline•Risk Overview•Risk Exposures •Risk Mitigation Approaches•Risk Management Framework

Risk is Key

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• Branch Banking

• Commercial Banking

• Private Banking

• Capital Market

• Debt

• Equity

• Futures & Options

• Financial Planning

• Wealth Management

• Mutual Funds

• Insurance

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Our long duration programs have global accreditation from UK-based

Wholistic View• Given our understanding of the domain and

roles across levels, we can design a complete learning map for your employees, including:– Training Needs Analysis– Learning programs for identified gaps– Post-program

• Assessment Tests, which can be one of the qualifiers in deciding on the employee’s growth in the organisation

• Hand-holding to ensure that the learning is internalised in the organisation

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Track Record• Advantage-India has over 12 years experience in:

– Strategy Consulting– Management Development Programs– Content Development– Perhaps the only knowledge company that is associated with

the apex education body in both:• Banking (Indian Institue of Banking & Finance); and• Securities Market (National Institute of Securities Market, a subsidiary

of SEBI)

• finberry is a subsidiary of Advantage-India– Our long duration programs have global accreditation from UK-

based

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Track Record• Mr. Sundar Sankaran is the

person behind the group– Author, Consultant & Chief

Knowledge Architect– PGDM (IIM-Ahmedabad), ACS &

AICWA– Past experiences in Kotak Mahindra

& Bajaj Auto– Member, Banking & Finance

Committee and Accounting Standards Committee of the Indian Merchants’ Chamber

www.imfh.info

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Clients

The Group has handled work for some of the biggest and best names

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Contact UsAdvantage-India Consulting Pvt. Ltdc/o DBS Corporate Services Pvt. Ltd213, Raheja Chambers,Nariman Point, Mumbai 400 021Tel: 91-22-65905622 / 33

email: info@advantage-india.in

finberry academy pvt ltd

Tel: 91-98675 77711 / 22 email: info@finberry.biz

Thank You

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