WCM - BSL MF - Trainee Feeback - 3 months post training

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A red asterisk (*) indicates required questions.


  1. Were the shift timings for training comfortable?*
    Yes
    No


  1. Do you feel enough time is spent on revision during training?
    *
    Yes
    No


  1. Do the assessments conducted during training test your understanding of the modules conducted?
    *
    Yes
    No


  1. For the tests , did you refer to the the handouts or the notes that you took down during the sessions ?*
    Yes
    No


  1. Do you feel training should include any additional modules apart from the ones mentioned?*
    Yes
    No


  1. Do you relate the soft skills and product knowledge that you learnt during training, with the calls that you handle on the floor.
    *
    Yes
    No


  1. Do you feel the number of days for training are*
    More
    Less
    Just Right


  1. For which module do you feel there should be more time allotted during training? (Introduction- Mutual Fund Modules)*
    Money Simplified -Markets;Various types of markets
    Money Simplified -Financial System Financial System and Various Intermediaries.
    Money Simplified - Financial Markets Financial markets like forex, Capital mkts.etc
    Money Simplified-Investor Concern Investor concerns and risk return comparison
    Money Simplified-Financial Assets Equity and Debt Asset Class
    Money Simplified-Bonds Bonds for mutual fund investment
    Money Simplified-Interest Rate Bonds for mutual fund investment
    Mutual Fund / AMFI Types of funds / Equity
    Mutual Fund / AMFI Types of funds / Debt
    Mutual Fund / AMFI Fund Structure & Constituents / Legal & Regulatory environment
    Mutual Fund / AMFI Offer Document / Key Information Memorandum / BSLMF Website


  1. For which module do you feel less time should be spent? (Introduction- Mutual Fund Modules)*
    Money Simplified -Markets;Various types of markets
    Money Simplified -Financial System Financial System and Various Intermediaries.
    Money Simplified - Financial Markets Financial markets like forex, Capital mkts.etc
    Money Simplified-Investor Concern Investor concerns and risk return comparison
    Money Simplified-Financial Assets Equity and Debt Asset Class
    Money Simplified-Bonds Bonds for mutual fund investment
    Money Simplified-Interest Rate Bonds for mutual fund investment
    Mutual Fund / AMFI Types of funds / Equity
    Mutual Fund / AMFI Types of funds / Debt
    Mutual Fund / AMFI Fund Structure & Constituents / Legal & Regulatory environment
    Mutual Fund / AMFI Offer Document / Key Information Memorandum / BSLMF Website


  1. Which module, according to you is most easy? (Introduction- Mutual Fund Modules)*
    Money Simplified -Markets;Various types of markets
    Money Simplified -Financial System Financial System and Various Intermediaries.
    Money Simplified - Financial Markets Financial markets like forex, Capital mkts.etc
    Money Simplified-Investor Concern Investor concerns and risk return comparison
    Money Simplified-Financial Assets Equity and Debt Asset Class
    Money Simplified-Bonds Bonds for mutual fund investment
    Money Simplified-Interest Rate Bonds for mutual fund investment
    Mutual Fund / AMFI Types of funds / Equity
    Mutual Fund / AMFI Types of funds / Debt
    Mutual Fund / AMFI Fund Structure & Constituents / Legal & Regulatory environment
    Mutual Fund / AMFI Offer Document / Key Information Memorandum / BSLMF Website


  1. Which module, according to you is most difficult? (Introduction- Mutual Fund Modules)*
    Money Simplified -Markets;Various types of markets
    Money Simplified -Financial System Financial System and Various Intermediaries.
    Money Simplified - Financial Markets Financial markets like forex, Capital mkts.etc
    Money Simplified-Investor Concern Investor concerns and risk return comparison
    Money Simplified-Financial Assets Equity and Debt Asset Class
    Money Simplified-Bonds Bonds for mutual fund investment
    Money Simplified-Interest Rate Bonds for mutual fund investment
    Mutual Fund / AMFI Types of funds / Equity
    Mutual Fund / AMFI Types of funds / Debt
    Mutual Fund / AMFI Fund Structure & Constituents / Legal & Regulatory environment
    Mutual Fund / AMFI Offer Document / Key Information Memorandum / BSLMF Website


  1. For which module do you feel there should be more time allotted during training? (Products with BSLMF)*
    Equity linked Savings Scheme (ELSS)
    Diversified Equity Schemes
    Open and Close ended scheme
    International funds
    Sector Funds
    Balanced Funds / Hybrid Funds
    Liquid Funds
    Debt funds
    Gilt funds
    FMP / FTP / Interval Funds


  1. For which module do you feel less time should be spent? (Products with BSLMF)*
    Equity linked Savings Scheme (ELSS)
    Diversified Equity Schemes
    Open and Close ended scheme
    International funds
    Sector Funds
    Balanced Funds / Hybrid Funds
    Liquid Funds
    Debt funds
    Gilt funds
    FMP / FTP / Interval Funds


  1. Which module, according to you is most easy? (Products with BSLMF)*
    Equity linked Savings Scheme (ELSS)
    Diversified Equity Schemes
    Open and Close ended scheme
    International funds
    Sector Funds
    Balanced Funds / Hybrid Funds
    Liquid Funds
    Debt funds
    Gilt funds
    FMP / FTP / Interval Funds


  1. Which module, according to you is most difficult? (Products with BSLMF)*
    Equity linked Savings Scheme (ELSS)
    Diversified Equity Schemes
    Open and Close ended scheme
    International funds
    Sector Funds
    Balanced Funds / Hybrid Funds
    Liquid Funds
    Debt funds
    Gilt funds
    FMP / FTP / Interval Funds


  1. For which module do you feel there should be more time allotted during training? (Financial Planning)*
    Introduction to financial planning
    Life Cycles & Stages


  1. For which module do you feel less time should be spent? (Financial Planning)*
    Introduction to financial planning
    Life Cycles & Stages


  1. Which module, according to you is most easy? (Financial Planning)*
    Introduction to financial planning
    Life Cycles & Stages


  1. Which module, according to you is most difficult? (Financial Planning)*
    Introduction to financial planning
    Life Cycles & Stages


  1. For which module do you feel there should be more time allotted during training? (Special Products)*
    SIP (Systematic Investment Plan)
    STP (Systematic Transfer Plan)
    SWP (Systematic Withdrawal Plan)
    DAP (Discipline Advantage Plan)


  1. For which module do you feel less time should be spent? (Special Products)*
    SIP (Systematic Investment Plan)
    STP (Systematic Transfer Plan)
    SWP (Systematic Withdrawal Plan)
    DAP (Discipline Advantage Plan)


  1. Which module, according to you is most easy? (Special Products)*
    SIP (Systematic Investment Plan)
    STP (Systematic Transfer Plan)
    SWP (Systematic Withdrawal Plan)
    DAP (Discipline Advantage Plan)


  1. Which module, according to you is most difficult? (Special Products)*
    SIP (Systematic Investment Plan)
    STP (Systematic Transfer Plan)
    SWP (Systematic Withdrawal Plan)
    DAP (Discipline Advantage Plan)


  1. For which module do you feel there should be more time allotted during training? (Process)*
    Investment Options
    Purchases
    Redemption
    Switch
    Shift / Issues /Mock Calls
    Change in Investor details
    POA/ Lien/ Change of Status
    Documents purchase / KYC
    Transmission / Verification/ TAT
    CSIP/CII/LSP
    DHD
    iSIp & iConnect
    Play Calls


  1. For which module do you feel less time should be spent? (Process)*
    Investment Options
    Purchases
    Redemption
    Switch
    Shift / Issues /Mock Calls
    Change in Investor details
    POA/ Lien/ Change of Status
    Documents purchase / KYC
    Transmission / Verification/ TAT
    CSIP/CII/LSP
    DHD
    iSIp & iConnect
    Play Calls


  1. Which module, according to you is most easy? (Process)*
    Investment Options
    Purchases
    Redemption
    Switch
    Shift / Issues /Mock Calls
    Change in Investor details
    POA/ Lien/ Change of Status
    Documents purchase / KYC
    Transmission / Verification/ TAT
    CSIP/CII/LSP
    DHD
    iSIp & iConnect
    Play Calls


  1. Which module, according to you is most difficult? (Process)*
    Investment Options
    Purchases
    Redemption
    Switch
    Shift / Issues /Mock Calls
    Change in Investor details
    POA/ Lien/ Change of Status
    Documents purchase / KYC
    Transmission / Verification/ TAT
    CSIP/CII/LSP
    DHD
    iSIp & iConnect
    Play Calls


  1. For which module do you feel there should be more time allotted during training? (Systems)*
    Eisc
    Talisma
    Website


  1. For which module do you feel less time should be spent? (Systems)*
    Eisc
    Talisma
    Website


  1. Which module, according to you is most easy? (Systems)*
    Eisc
    Talisma
    Website


  1. Which module, according to you is most difficult? (Systems)*
    Eisc
    Talisma
    Website


  1. Any additional inputs / comments / suggestions that can help us make the training more effective @ Minacs.



  1. Any additional inputs / comments / suggestions that you may have for question 1-6






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