Objective

This programme aims to:
•Introduce key concepts in consumer financial products
•Explore evolving trends in financial product marketing
•Understand the consumer financial product landscape
•Analyze consumer behavior in financial services
•Develop effective marketing strategies for financial offerings
•Leverage data for customer-centric marketing
•Understand product positioning and relevant regulatory frameworks

Benefits

By participating in this programme, you will:
• Gain insights into how consumers make financial decisions and understand the psychological factors influencing their preferences for products such as      mutual funds, insurance, and investment plans.
• Learn to apply segmentation, targeting, positioning (STP), and digital marketing strategies to effectively promote financial products to diverse customer  
  segments.
• Develop a strong foundation in mutual funds, insurance, portfolio diversification, and asset allocation to better align product recommendations with 
   customer needs and risk profiles.
• Leverage customer analytics, financial profiling, and behavioral data to create personalized product bundles and implement effective cross-selling 
   strategies.
• Enhance client engagement and build trust through clear, compliant, and persuasive communication of complex financial concepts in a simplified and 
  customer-friendly manner

Contents

The programme is structured into six focused modules, each combining conceptual understanding with practical applications to equip participants for real-world challenges in marketing consumer financial products.

Module 1: Introduction to Consumer Financial Products
• Overview of consumer financial products: Mutual funds, insurance, loans, retirement and investment plans
• Trends shaping the Indian financial services landscape
• Regulatory landscape: Role of RBI, SEBI, IRDAI in product governance
 

Module 2: Understanding Consumer Behavior and Financial Decision-Making
• Psychological drivers of financial decision-making and behavioral finance
• Role of financial literacy and life-stage needs in product choices
• Profiling diverse customer segments: Millennials, emerging middle class, retirees
 

Module 3: Strategic Marketing of Financial Products
• Application of STP (Segmentation, Targeting, Positioning) in financial services
• Crafting compelling value propositions for different consumer segments
• Product bundling and cross-selling strategies based on consumer profiles
 

Module 4: Data-Driven and Digital Marketing in Financial Services
• Leveraging customer analytics, CRM, and profiling tools
• Designing and managing digital campaigns (social media, content marketing, SEO/SEM)
• Customer journey mapping and personalized engagement strategies
 

Module 5: Communication, Compliance, and Trust-Building
• Ethical and persuasive communication of complex financial products
• Building consumer trust through transparent and compliant marketing practices
• Addressing customer expectations and grievance redressal mechanisms
 

Module 6: Experiential Learning and Industry Integration
• Case studies from banking, insurance, NBFCs, and fintech domains
• Role plays: Simulated advisory and product pitch sessions

Guest lectures by industry leaders on innovation, regulation, and customer engagement trends

Who should attend?

This program is ideal for professionals in banking, NBFCs, fintech, and insurance sectors seeking to enhance their marketing acumen and deliver greater value to customers. Professionals involved in the sales, promotion and business of financial products and services will benefit from this programme. As it is important for any business to understand their customers and market hence this programme will equip them with the key knowledge and skills of marketing and finance in a rapidly evolving, digital-first environment. This could include professionals from:

• Banking Industry: Public, Private and foreign sector Banks;
• Non-Banking Financial Companies (NBFCs)
• Insurance sector
• Mutual Funds & Asset Management companies
• Stock Broking & Investment Services
• FinTech Industry
• Housing Finance Companies
• Microfinance Institutions (MFIs)
• Pension and Retirement Planning
• Wealth Management & Private Banking

Venue & Duration

The programme is scheduled during November 16-18 ,2026 on a residential basis at MDI Campus, Mehrauli Road, Sukhrali, Gurugram. Accommodation for participants would be available at MDI Campus from the noon of November 15,2026, to the forenoon of November 19,2026.

Fees

Participants should be nominated by their organizations. The enclosed nomination form should be completed and returned with all the details. The fee of the program which includes a professional fee and all charges for boarding, lodging and supply of course materials during the programme. GST as applicable will be charged extra in addition to the programme fee. Payment should be made by Cheque/NEFT/RTGS.

Discount Policy
With a view to our long-term relationship with your esteemed organization, we are pleased to introduce the discount policy in this programme. The discount will be observed in the following conditions: (discount is applicable in NEPAL also)
• 10% Discount against 3-5 nominations
• 20% Discount against more than 5 nominations

Important Dates

The last date for receipt of nominations is November 02, 2026. The last date for withdrawal of nominations is November 03, 2026. Any withdrawal received after this date will be subject to deduction as per the Institute's rules. However, substitution may be permitted.
Nominating organizations are advised to await confirmation of acceptance of nominations(s) before sending the participants to the programme venue.
For enquiry, please contact at [email protected] or +91-124-4560008.