GENERAL BANKING LEVEL 1

Pembekalan Uji Sertifikasi

Presented by Team GB LPPI

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DISCLAIMER
This material is an exact copy of Lembaga Pengembangan Perbankan Indonesia presentation only provided to First Line Manager program
haryadi@flm93.com ; rio.widjanarko@flm93.com ; subechi.fy@flm93.com

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 Agenda

1. Jenis dan Peranan Bank 9. Standar Layanan

2. Komunikasi di Tempat Kerja 10. Marketing dan Selling
3. Produk Dana dan Jasa Bank 11. Teknologi Informasi
4. Pasar Uang, Pasar Modal, Investasi 12. Manajemen Risiko
5. Bancassurance & Wealth Management 13. Kepatuhan
6. Konsep Dasar Perkreditan 14. Audit
7. Treasury 15. Hukum Perbankan
8. Prinsip Akuntansi Perbankan

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 BAB 5
BANCASSURANCE AND WEALTH
MANAGEMENT

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 Gambaran Umum dan Tujuan Pembelajaran

Gambaran Umum

• Meningkatnya kebutuhan nasabah dan persaingan

perbankan membuat inovasi produk dan aktivitas bank
berkembang

Tujuan Pembelajaran

• Memahami dan menjelaskan tentang bancassurance dan

3 pilar pengelolaan wealth management

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 Bancasurrance

Definisi Bancassurance

• Pemasaran produk asuransi yang dilandasi dengan kerjasama

antara bank dan perusahaan asuransi

3 model aktivitas bancassurance

• Referensi dalam rangka produk bank

• Kerjasama distribusi
• Integrasi Produk

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 Wealth Management

Pilar-pilar Wealth Management

1. Perlindungan dan 2. Pertumbuhan dan 3. Mendistribusikan dan
melestarikan kekayaan : akumulasi kekayaan : transisi kekayaan :
Asuransi, Hedging, Strategi Pajak, mewariskan ke ahli waris
Divesifikasi Pengelolaan Investasi, tanpa masalah
Usaha, Pengelolaan
Keuangan

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