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Program In Sales Management (PRISM)

BFSI sector provides ample opportunities for Sales Professionals and constitute approx. 50% of its intake.  As per initial estimates 20,000 to 30,000 sales jobs will be added every year in BFSI industry in the coming 5-7 years. Sales job provides fast career growth and higher salary. With more private players entering into banking, finance, mutual funds and insurance, the requirement for skilled and trained manpower is on rise. The sales professionals need to be trained about the product knowledge, industry and competition, regulatory requirements and soft skills to manage relationships.


EduVantage's innovative & skill driven PRISM Program will guide you to secure a Sales job with major Banking and Financial Institutions. 

Upcoming PRISM Batches:

About The Course:

PRISM is designed to help aspiring college grads earn hands on skill required for a Sales profile in BFSI sector. This course will train you about the product knowledge, industry and competition, regulatory requirements and soft skills to manage customer relationships.


This course is taught by trainers who have years of experience in training and who have been handling sales function with some of the top organizations in the BFSI sector. Their rich hands-on industry experience, topped-up with real life examples will help you understand the practical application of all the knowledge areas, covered in PRISM capsule. With practitioners' approach towards training you will gain confidence to take up the Sales interviews and crack them in the first attempt itself.


Module 1. Industry overview – BFSI



  • How to ensure success by best utilizing the course 

  • Indian Financial system, role of government and regulation (MoF, RBI, IRDA, SEBI, PFRDA)

  • Importance of finance in global and India economy

  • Indian Banking system – history and present, development in last decades, majors banks

  • Introduction to capital market, Insurance, Mutual Funds and Exchanges

Module 2. Fundamentals of marketing and Sales in BFSI sector



  • Customer service and market segmentation

  • Attributes of a successful sales manager

  • KRA of sales professional

  • Personality assessment, case studies and practice session

Module 3. Business entities and Financial Statement



  • Types of firms- Proprietoeships, Partnerships and orporations

  • Major banking, insurance and mutual funds players in India  

  • Balance sheet, profit and loss and cash flow statements

Module 4. Branch Banking and Alternate channels



  • Structure of retail banking unit

  • Function of bank branch- front office and back office operations

  • Alternate channels- ATMs, Internet banking, Phone banking

  • Clearing and settlement - Cheque, ECS, RTGS, NEFT, IMPS

Module 5. Banking Products, processes and compliance



  • Assets – major loans products, general practices in lending, roles and responsibilities of the sales team (Housing, Personal, Vehicle, Education Loan)

  • Liabilities- Fixed Deposit, Savings A/c, Current A/c, Recurring A/c, NRI A/c, Corporate, Salary A/c, Demat A/c, Minor A/c, Senior Citizen A/c, NRI and PIO accounts

Module 6. Insurance and Mutual Funds



  • Insurance - Life insurance, health insurance and general insurance

  • Types of life insurance – term life and endowment plans, ULIPs  

  • Mutual Funds - Functioning of mutual funds, calculation of NAV, fund expenses, fees and loads, suitability of different funds basis customer profile

Module 7. Soft skills, grooming and business etiquette



  • CV preparation, covering letter. standard interview questions and answers

  • Dressing up for the interview,

  • Case studies and Practice sessions   


Module 8. Effective Communication -Presentation and Selling Skills



  • Networking, Negotiation and emotional connect

  • Official mail communication and telephonic interview

  • Interview preparation and delivery

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EduVantage Certification:

EduVantage certifies that you have successfully completed its skill assessment course. At the end of your course, you will work on a real time Project and will receive a Problem Statement to work.

Once you are successfully through the project which will be reviewed by an expert, you will be awarded a certificate with a performance-based grading.

If your project is not approved in 1st attempt, you can take extra assistance for any of your doubts to understand the concepts better and reattempt the Project free of cost.


Who should attend?

This course is for those who are interested in making career in BFSI sector and want to start with sales and business development roles. The course is developed for the final year college students (graduation and post-graduation) and recent graduates who are looking for job in BFSI sector.

What is the eligibility?

Graduate in any discipline. Pleasing personality, relationship management and language skills will be added advantage.

Who are the Instructors?

All our instructors are working professionals from the Industry and have at least 10-12 yrs of relevant experience in respective domains. They are subject matter experts and are trained by Eduvantage for providing training so that participants get a great learning experience.

Is the course material available to the students even after the course training is over?

Yes, the course material is provided permanently to the students and they can refer to it whenever they need. We also provide you fee access to relevant online modules. 

What if I miss a class?

If the same session is available in other classes in next few weeks, you can be accommodated in another class depending upon the seats available in that class.

I have paid the enrolment fee but I am unable to continue in the present batch. Can I reschedule it to a future date?

Yes, you can do that subject to the availability of the seats available in the upcoming batches.

Do you provide placement assistance?

Eduvantage is a startup education company and lots of recruitment firms contacts us for our students profiles from time to time. Since there is a big demand for this skill, we help our certified students get connected to prospective employers. We also help our customers prepare their resumes, work on real life projects and provide assistance for interview preparation. Having said that, please understand that we don't guarantee any placements however if you go through the course diligently and complete the project you will have a very good chance of securing a jpb of your choice.

Can I attend a Demo Session?

We have limited number of participants in a live session to maintain the Quality Standards, hence, participation in a live class without enrollment is not possible. However, you can go through the sample class recording and it would give you a clear insight about how are the classes conducted, quality of instructors and the level of interaction in the class.


What are the payment options?

You can pay by Credit Card, Debit Card or NetBanking from all the leading banks. We use a CCAvenue Payment Gateway. For USD payment, you can pay by Paypal. We also have EMI options available.

What if I have queries after I complete this course?

Our instructors will be available to you on phone and you can also personally meet them any time even after you have completed the course.

What if I have more queries?

You can give us a CALL at +91 9999 608 499 or email us at

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INDIA : +91 9999 608 499


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PRISM Course Features


Assignments will be an integral part of the assessment


After the completion of the course and based on your Project Report you will receive the EduVantage Certification of Qualification. You will also be graded based on your performance in the course.


Aspitants will be evaluated on the performance of the Project will be given at the end of the training capsule

24 x 7 Support

Aspirants will get access to the support team (available 24 x 7) in resolving queries during and after the course completion

Lifetime Access

Aspirants will be given Lifetime free access to our training resources

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