BAJAJ FINSERV LEARNING MANAGEMENT SYSTEM
Dear Students,
I hope you all have finished the PCQ and you have received your results/scores. These
scores will certainly improve once you attend the CPBFI classes and we wish you all the best
for it.
Now, in order to understand concepts with clarity, here is the LMS supplementary learning
material which is independent of the trainer. Kindly take the ownership of your learning and
watch all the material given in the LMS.
The content which is available for the students in the LMS are as under:
A) Learning Path
1) CPBFI Swaroop Orientation Video.
3) Videos on 8 different banking topics by Mr. Shekhar Raje.
4) Career conversation in Insurance (10 Episodes) with Ms. Shilpa Yadav.
5) An with Interview with Mr. Aman Sharma (National Lead- Talent Acquistion at BFL).
B) My Course : section has:
1) There are 3 Insurance Movies with interactive and learning quiz. The students will get
separate certificate post completion of these modules. More information about these
videos is available on Page 4 of this document.
The students can refer below steps to access the Learning Path and My Course section.
Steps to follow to access learning content in the mobile application
Learning Path
Step 1:
application on Playstore or App
store.
Log into the mobile application
with the ID & Password shared with
you in the Whats App or Kaizala
group.
Username - Enter the CPBFI ID 9
Digits login ID. Example: BFS3xxxxx
Password First name of your
name (all in lower case).
If the password is not working then
you can click on forgot password
and reset your password.
After login you will have to click on
Learning Path icon.
Step 2:
Click on CPBFI Student Learning
Path.
Step 3:
Once you are in the CPBFI
Student learning path, you will
find courses with learning videos
mentioned on Page 1 to enhance
your knowledge &
understanding of the subjects.
My Course
We have incorporated/ added 3 learning video/ movies of Insurance in the LMS
platform which will enable you all to understand and gain insights about the various
roles that exists in an insurance company and how each role contributes to the
company’s goal and targets. You will understand the what are the different challenges
that an entry level professional faces and how he/she can overcome the same, with
their knowledge, skills and presence of mind. You will also learn how being a good
listener with an open collaborative mindset with clarity of intent, can help you create
good relationships at works place and with your customers. At the end of each episode,
we have added a quiz, to test your understanding and at the end of each movie, you will
receive a certificate which could be downloaded at your end. In case you have any
doubts while watching these movies, we request you to make a note of the same and
ask your trainer about it during the CPBFI class. We wish you all the best for your CPBFI
classes and your career.
Sharing the snippets for each of them:
1. Manzil- This is a movie based on “Bancassurance Training Program” with a story
of a typical sale officer named Ranbir. In this movie we have covered 5 episodes
with the following topics- insurance as a career, Processes and technology,
Branch Planning, Channel Management and Lobby Management.
2. Leap Year- This is a movie based on the “Insurance Sales Training Program”, with
the story of different advisors like Shiva and Arvind as well as insurance managers
like Zarine. In this movie we have covered the insurance selling process and the
sales cycle in detail. From prospecting till the closure and referrals each aspect
has been detailed of with its challenges and ways to overcome them.
3. Birth of a Sales Man- This is a movie based on “Sales Training” with a story of
Abhay, a relationship manager that shows typical scenario of life in a sales
organization with different customer types, different stages of a sales call and
detailed analysis of these aspects based on research from the experts. The
Module Map comprises 9 Regular Module Clips and a Conclusion Clip.
Please follow steps on next page to access these self learning videos.
Step 4:
In the home screen, you will
for self learning video series on
Insurance sales skills.
There are 3 modules :
1) Birth of a Salesman
2) Leap Year
3) Manzil
