Case Study

Case Study

Client Need:

A mutual fund wanted to ensure that its sales team understood the provisions and implications of the Union Budget and would be able to see the impact on various investment options.


The CIEL Solution:

The team was seen to have the competencies required to understand the provisions of the budget. However, to ensure that the key points of the budget were reinforced and implications on investments clear a quiz was created on the budget and administered to the team.



An analysis of the performance in the quiz showed that there was weakness in the understanding of certain macro-economic aspects. It was identified as a training need and a 3-hour webcast was conducted by CIEL to clarify the doubts and bridge the knowledge gaps identified.