Skilling Revolution FDP Scrum

23rd December

TABLE 7
Domain: Fincorp Party - “Money Matters”

Members:

1. Utsav Shroff
2. Vipul Pancholi
3. Bhanu Verma
4. Manthan Gala
5. Minakshi Todi

ATLAS SkillTech University

 Skilling Revolution FDP Scrum
23rd December

Question 1

Where do you see your students working? Imagine a class full of Gen-Z
students!
Please define the job roles.

1. Account Executive
2. Corporate Finance Analyst
3. Equity Market Analyst / Equity Trader
4. Mutual Fund/Insurance Distributor
5. Investment Banking Analyst
6. Consultant

Question 2

In your opinion, what are the Key Responsibilities to carry on that

role?
Define KRAs!

1. Account Executive - Account Executive, Managing Customer, Account

Management, Tax, Audit
2. Corporate Finance Analyst - Forecasting, Analyzing, Reporting, KYC,
Due Diligence
3. Equity Market Analyst / Equity Trader - Research Reports,
Forecasting, Fundamental & technical analysis, Trading, International
Markets
4. Mutual Fund/Insurance Distributor - Sales, Consulting, Portfolio
Management, Lead Generation, Alternate Investment
5. Investment Banking Analyst - Processes, Due Diligence, Raising
Capital, Financial and others like Credit, Market, Operational, Country
Risks, Mergers & Acquisitions, Deal Flow
6. Consultant - Management, Research, Strategy, Mergers and
Acquisitions, Advisory

Question 3

What knowledge do they need to possess to do that job?

ATLAS SkillTech University

 Skilling Revolution FDP Scrum
23rd December

1. Account Executive - Financial Analysis, Taxation, Audit, Policies,

Accounting Standards, IFRS, GAAP, Transfer Pricing
2. Corporate Finance Analyst - Financial Structuring, Financial
Modeling, Capital Budgeting, Project Appraisal, Capital Management,
Receivables Management, Investment Management, Working Capital
Management
3. Equity Market Analyst / Equity Trader - Equity Market, Industry
Knowledge, Fundamental and technical Analysis, IPO, Currency &
Commodity Markets, trading knowledge, International Markets,
Hedging Speculative and Arbitration
4. Mutual Fund/Insurance Distributor - Mutual Fund Industry
Knowledge, Regulations, Wealth Planning, Investment Ratios,
Insurance regulations, Insurance Industry Knowledge, Claims,
Reinsurance Knowledge, Sales & Marketing Knowledge
5. Investment Banking Analyst - Financial Modeling, Capital Raising,
SEBI regulations, International regulations, Comparables Analysis,
IPO/FPO, Due Diligence, Financial engineering
6. Consultant - Financials, Sales, Projections, Market Research

Question 4

What Skills do they need to possess to do that job?

1. Account Executive - Tally ERP, Technical Skills, Excel, Operational

skills, Computational Skills, Maneuvering the various government
portals
2. Corporate Finance Analyst - Analytical, Research, Decision Making,
Negotiation, Numerical, Valuation, Modeling, Problem solving,
Communication
3. Equity Market Analyst / Equity Trader - research, Analytical,
Forecasting, Projection, Simulation, Decision making, Agility
4. Mutual Fund/Insurance Distributor - Sales, Negotiation, Pitching,
Marketing
5. Investment Banking Analyst - Research, Critical Thinking, Attention
to detail, Financial Modeling, Interpersonal Skills, Pitching, Giving
Feedback
6. Consultant - Interpersonal, Transdisciplinary, Research and Detail
Oriented, Pitching, Social Skills

ATLAS SkillTech University

 Skilling Revolution FDP Scrum
23rd December

Question 5

How will you provide them with the knowledge and skills mentioned
by you?
Think Pedagogy!

The following Pedagogy applies to all:

- Lecturing
- Role Play
- Case Study / Case Based Discussions
- Flip Class
- Simulation
- Sharing Real Life Experiences (Industry Expert)
- Industry Visit
- Experiential Learning
- Mathematical and Numerical Solving / Problem Solving
- Presentations
- Think Pair Share

ATLAS SkillTech University