Banking Product Sales Agent Course

Institución Educativa
Mode On-line
Duration 200 hours
Languages Spanish
$ 7,813.00
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Plan de estudios

Summary

Banking sales agents are people (sometimes, also companies) that act on behalf of the entities, who use them to reach customers who live in places where they do not have offices, etc. The agents have a contract with a credit entity (only with one) that allows them to negotiate operations or formalize them as if they were the entity itself, although they can carry out another activity or profession. Agents may not act through subagents. In any relationship that they establish in their status as agents, they must identify themselves as agents, and indicate to which credit entity or payment entity they are representing. Spanish credit entities, branches in Spain of foreign credit entities and payment entities must communicate to the Bank of Spain information about their agents and this will register them in a registry of agents, which is public. This course offers you the necessary training to act as a bank sales agent.

Goals

- Know the functions of the Banking Sales Agent. - Learn about administrative and sales management for the advice of liabilities and financial services. - Deepen concepts of the management and analysis of heritage and provisional investment products and other banking services. - Know and be able to put into practice administrative management and sales for the advice of active products. - Analyze and interpret accounting financial statements.

Professional exits

Banking Product Sales Agent

To prepare you

The following course offers the necessary training to know the functions of the Banking Product Sales Agent, knowing more deeply the sales management of passive and active financial products and services.

Who is it addressed

The following course offers the necessary training to know the functions of the Banking Product Sales Agent, knowing more deeply the sales management of passive and active financial products and services.

Official character

This training is not included in the scope of official regulated training (Infant Education, Primary Education, Secondary Education, Official Professional Training FP, Baccalaureate, University Degree, Official University Master and PhD). It is therefore a complementary and/or specialization training, aimed at acquiring certain skills, skills or aptitudes of a professional nature, being able to be barely as merit in workbags and/or opposition competitions, always within the complementary training section and/or continuous training being always essential to review the specific requirements of the public labor stock of the public labor stock market.

Methodology

Our methodology combines technology, pedagogy and empathy for a tailored learning.

You mark the rhythm, you decide the way and an artificial intelligence accompanies you to learn better, with meaning and purpose.

Realized personalized learning

Your style, interest and level define the route. You are the starting point.

Constructivism in action

Explore, experience and apply. Learning means understanding, not memorizing.

He who accompanies you, not who directs you

Phia, our artificial intelligence assistant guides you without limiting your autonomy.

Evaluation without pressure

Continuous and adaptive feedback. Because learning is a process, not a figure.

Certificación

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Degree issued by Euroinnova International Online Education, member of the AEEN (Spanish Business School Association) and recognized with academic excellence in online education by QS World University Rankings

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Scholarships

EDUCAHUB Scholarships

Make your most accessible training: Finish 0% interest and get personalized scholarships.

In Eduahub we believe that education must be available to everyone. Therefore, we offer a scholarship plan that facilitates your access to practical, current and quality training, eliminating economic barriers.

-25%

Alumni Scholarship: For former students of Eduahub.

-20%

Unemployment scholarship: if you prove to be unemployed.

-20%

Numerous family scholarship: for families with 3 or more children.

-20%

Disability scholarship: For people with disabilities ≥33%.

-15%

Emprende Scholarship: For self -employed that accredit your activity.

-15%

Scholarship recommends: If you come recommended by an alumnus.

-15%

Group scholarship: For joint inscriptions of 3 or more people.

An entire educational universe, on a single platform.

An intuitive environment that guides you to form autonomously and with purpose.

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Learn at your pace

Courses, masters and official degrees. 100% online, flexible and at your pace.

Access from anywhere

Available 24/7 on mobile, tablet or PC. You decide when and how to train.

Phia, your mentor ia

It challenges you, motivates you and customizes your path. Learn with a guide that evolves with you.

LX One Plus: Without limit formation

Unlock soft skills, languages and more. Advances towards integral and continuous formation.