Finlabs India

Efficient Training for RMOs in the financial sector

To efficiently train and certify Relationship Managers (RMOs) and third-party financial intermediaries in a large Asset Management Company (AMC) through differentiated learning paths, ensuring knowledge retention and compliance while minimizing training costs and maximizing convenience.

3 min

Efficient Training for RMOs in the financial sector. Efficient Training for RMOs in the financial sector

In this USE CASE

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About Learn genie

LearnGenie is an all-in-one learning management solution that delivers scalable, engaging, and multilingual training experiences tailored to diverse organizational needs.

Key features used

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Challenges

The AMC needed to train and certify its internal Relationship Managers (RMOs) as well as external third-party financial intermediaries on various financial products and processes. They required a system that can handle: 

     

      • Differentiated Learning Paths: There are courses common to both RMOs and intermediaries, but also some specific to each group. 

      • Evaluations and Certification: Assessments were needed after every topic and a final exam was to ensure knowledge retention. Upon successful completion, participants received a certificate. 

      • Content Creation Support: The AMC had a shortage of resources to develop all the training content themselves. 

    Solution

       

        • Flexible User Groups and Permissions: Learngenie allows the creation of separate user groups for RMOs and intermediaries. Content can be assigned to specific groups or individuals. 

         

          • Course Structure with Assessments: Learngenie can be configured to deliver courses with modules. Each module can have quizzes or assignments to evaluate learner understanding. 

           

            • Final Exam and Certification: A final exam can be set after all the modules are completed. Learngenie can automate the certification process upon successful completion. 

             

              • Content Curation Assistance: Finlabs, with its expertise in finance, provided the support required by the AMC in developing and acquiring high-quality training content specific to the financial domain. 

            Benefits for the AMC

               

                • Efficient Training Delivery: Learngenie streamlines training for both internal and external audiences. 

                 

                  • Standardized Knowledge and Certification: Ensures all RMOs and intermediaries possess the necessary knowledge and skills. 

                   

                    • Reduced Training Costs: Saves time and resources compared to traditional instructor-led training. 

                     

                      • Improved Compliance: Documented training records demonstrate compliance with regulatory requirements. 

                       

                        • Additional Considerations: 

                         

                          • Learngenie’s mobile app allows for on-the-go learning, making it convenient for busy professionals. 

                           

                                   
                           
                           
                           
                           
                           
                           
                           

                          Challenges

                          The AMC needed to train and certify its internal Relationship Managers (RMOs) as well as external third-party financial intermediaries on various financial products and processes. They required a system that can handle: 

                             

                              • Differentiated Learning Paths: There are courses common to both RMOs and intermediaries, but also some specific to each group. 

                              • Evaluations and Certification: Assessments were needed after every topic and a final exam was to ensure knowledge retention. Upon successful completion, participants received a certificate. 

                              • Content Creation Support: The AMC had a shortage of resources to develop all the training content themselves. 

                            Solution

                               

                                • Flexible User Groups and Permissions: Learngenie allows the creation of separate user groups for RMOs and intermediaries. Content can be assigned to specific groups or individuals. 

                                 

                                  • Course Structure with Assessments: Learngenie can be configured to deliver courses with modules. Each module can have quizzes or assignments to evaluate learner understanding. 

                                   

                                    • Final Exam and Certification: A final exam can be set after all the modules are completed. Learngenie can automate the certification process upon successful completion. 

                                     

                                      • Content Curation Assistance: Finlabs, with its expertise in finance, provided the support required by the AMC in developing and acquiring high-quality training content specific to the financial domain. 

                                    Benefits for the AMC

                                       

                                        • Efficient Training Delivery: Learngenie streamlines training for both internal and external audiences. 

                                         

                                          • Standardized Knowledge and Certification: Ensures all RMOs and intermediaries possess the necessary knowledge and skills. 

                                           

                                            • Reduced Training Costs: Saves time and resources compared to traditional instructor-led training. 

                                             

                                              • Improved Compliance: Documented training records demonstrate compliance with regulatory requirements. 

                                               

                                                • Additional Considerations: 

                                                 

                                                  • Learngenie’s mobile app allows for on-the-go learning, making it convenient for busy professionals. 

                                                   

                                                  • Reporting and analytics functionalities within Learngenie can help the AMC track learner progress and identify areas for improvement in the training programs.                                                                                                                                                                          Read more- How People’s Behaviour Towards Finances is Affected by Elections
                                                           
                                                   
                                                   
                                                   
                                                   
                                                   
                                                   
                                                   

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