Rise & Shine Program

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Challenge

Indians are under-invested when it comes to saving for emergencies and according to the global survey, over 70% Indian respondents can barely manage personal economic emergencies for three months.

In India Financial literacy is very low, according to one survey 76% of educated Indian adults doesn’t know the basic financial concepts, as a result they earn good money but still don’t become wealthy or financially free.

Solution

We will conduct Financial Literacy camps/Investor Education Programs (IAPs) across various organizations to help people to take right decisions with their money matters and live stress-free life.

Objective

The aim of the Rise and Shine program is to attract talent for the future workforce of Seabucks Finserv. It’s a three-month program where we will groom ambitious Management graduates to deal with Corporates, along with learning Basics of selling Mutual Funds, Bonds and Insurance Products.

Tasks and Responsibilities.

Interns would undergo an induction program where they will be briefed about the company and specialized training would be provided by the Industry experts on various Product and services. Interns would be given the training on How to do Tele calls and create appointments with HR Heads of Various companies. The database for the same shall be provided to them.

Interns would go for Joint calls with Mentors to meet HR/ Admin Heads seeking permission for Investor Education Programs (IAPs) Interns would further coordinate internally and with the concerned person in those Corporates till the execution of the program.

Post the program the interns will go for Joint Calls with the prospects to close the business and thus play an instrumental role in increasing new customer acquisition for the company. Interns would be encouraged to learn the basic knowledge of Mutual funds/Insurance/Bonds etc. and would be further motivated to clear the Basic exams offered by AMFI and IRDA. The examination fees for the same would be taken care by Seabucks.