Management Development Institute Gurgaon

Marketing Of Consumer Financial Products

Management Development Institute Gurgaon

About Programme

In todays dynamic financial landscape, the ability to effectively market consumer financial products has become a critical competency for professionals across banking, insurance, fintech, and investment services. With growing financial literacy, digital adoption, and regulatory oversight, consumers are more informed, yet more discerning than ever. Financial institutions must go beyond traditional selling and adopt customer-centric, data-driven marketing strategies to attract, engage, and retain clients.

This training programme on Marketing of Consumer Financial Products is designed to equip participants with practical knowledge and strategic insights needed to succeed in this competitive space. Through a blend of conceptual learning, case studies, and real-world applications, the programme explores how to position financial products, segment and target customers, design digital campaigns, build consumer trust, and navigate regulatory frameworks.

Participants will gain exposure to modern tools and techniques such as customer analytics, digital marketing, behavioral segmentation, and product bundling strategies. Emphasis will also be placed on understanding customer journeys and tailoring offerings to diverse consumer segments in India, including the emerging middle class and digitally savvy millennials.

Programme Content

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

Programme Audience

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

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Prashansa Uttam

Programme Advisor

+91 9403890085[email protected]Mon – Fri, 9am – 5pm IST

Management Development Institute Gurgaon

Executive Education Office

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https://www.mdi.ac.in
Gurgaon, India

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Marketing Of Consumer Financial Products | MDI Gurgaon