Bachelor Manager in Business and Marketing | Banking and Finance

ICD Business School offers a third-year Bachelor's degree in Business and Marketing, specializing in Banking and Finance. This will give you the opportunity to manage a portfolio of individual customers, and to deepen your skills in the banking sector.

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Training OBJECTIVES

Working in a banking or insurance agency and reporting to the area manager, the customer advisor mainly carries out the following activities:

  • Inform and advise private individuals by responding to their needs
  • Analyze customer risks and determine insurance needs
  • Advise and sell services tailored to customer needs
  • Develop customer portfolio
  • Deploying compensation procedures for policyholder victims
  • Monitor and maintain customer satisfaction

Certified title ICD Responsable d'Activité Commerciale et Marketing registered with RNCP n° 38808 at level 6 (EU) (former level II) - NSF code 312, by registration decision of France Compétences dated 27/03/2024

Title also accessible by the Validation of Acquired Experience (VAE)

👉 See on France Compétences

rncp 6

The Program

BLOCK 1: IMPLEMENT AND MANAGE THE COMPANY'S SALES AND MARKETING POLICY

  1. Sales techniques and negotiation
  2. Marketing research and studies
  3. Bancassurance marketing
  4. Innovation policy for banking products and services

BLOCK 2: IMPLEMENT A CUSTOMER RELATIONSHIP MANAGEMENT AND LOYALTY STRATEGY

  1. Customer Relationship Management
  2. Customer satisfaction and loyalty
  3. Digital Marketing

BLOCK 3: MANAGE AND OPTIMIZE THE FINANCIAL AND LEGAL MANAGEMENT OF THE COMPANY'S SALES AND MARKETING ACTIVITIES

  1. Data analysis with Excel
  2. Operational sales management 
  3. Customer risk management (Compliance)
  4. Commercial budgets and dashboards

BLOCK 4: DETECT, DEVELOP AND SUPERVISE NEW BUSINESS PROJECTS

  1. Sales development project (sales action and analysis)
  2. Case studies

BLOCK 5: MANAGING AND LEADING SALES AND/OR MARKETING TEAMS

  1. Team management
  2. Professional Communication
    - Agency posture
    - Handling complaints and incivilities
    - Public speaking

COMPLEMENTARY BANKING AND INSURANCE SKILLS

  1. Banking and insurance products (payment instruments, credit & savings)
  2. Insurance Techniques 
  3. Customer wealth management (personal taxation)
  4. AMF
  5. Banking English
  6. Legal framework of the bancassurance environment (banker's rights and obligations)

Access to training and financing

Access to training :

  • Prerequisites: 2 years' higher education with a major in Banking/Insurance/Finance, or a major in sales with experience in a bank or financial institution.
  • Entry deadline: no later than 3 months after the start of training
  • Admission process: Application file / positioning / prior learning assessment / individual interview.
  • Sign an apprenticeship or professionalization contract with an employer.

Hand'IGS supports any learner with a declared or undeclared disability, a health problem or a state of long-term fragility that needs to be considered in the follow-up to their training. 

Training accessible through VAE :

Financing :

Within the framework of an apprenticeship or professionalization contract, the cost of training is financed via the company's OPCO (according to the level of funding established). No training or enrolment fees payable by the beneficiary.

ICD Business School helps companies to implement optimized financial engineering.

Accessibility

Training location: Campus Paris - 10th arrondissement

Accessibility for people with disabilities: The Hand'IGS mission is to promote and secure the integration of people with disabilities into the professional world. The premises are adapted to accommodate students with disabilities.

Key figures

  • 93 % certification success rate by 2021
  • 93 % integration (further studies and professional activity) by 2020
  • 99 % of work-study students have completed the entire training program up to certification in 2020.
  • 37 work-study students over the year in 2020

Methods used

  • Face-to-face and/or distance learning courses
  • Case studies and role-playing
  • Group work, research activities and field surveys
  • Group projects
  • Trade shows and conferences
  • Personal development workshops
  • Coaching (consulting)
  • Progress interviews and group regulation sessions
  • Provision of online teaching platforms and resources
  • Self-service library and computer rooms
  • Support from a dedicated training advisor at the CFA IGS and a company tutor/apprenticeship supervisor
  • Pedagogical evaluation questionnaire and learner and company satisfaction questionnaire at end of course

Evaluation methods

  • Continuous assessment + final assessment for each teaching module (written / oral presentations / group or individual research work)
  • Case studies
  • Consulting assignment with oral presentation
  • Skills assessment by the host company

Contacts

What are the career prospects for a Bachelor's Degree Manager in Business and Marketing - Banking and Finance?

What to study after the Bachelor's Degree Manager in Business and Marketing - Banking and Finance?

Grande École Program: Professional Customer Advisor
Grande École program: Premium customer advisor option 
Grande École Program: Wealth Management Advisor

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