Banking Fundamentals & Wealth Management (India)

Banking Fundamentals & Wealth Management (India)

BFSI Sector is one of the most complicated industries as it has several branches, various products, regulations etc. People spend their lives working in one small segment of the entire industry and are unaware of the holistic picture. With the growing Economy, Consumerism & Digitization, BFSI Sector is poised for unprecedented changes. Relationship Manager / Wealth Manager is one of the most lucrative jobs in BFSI sector. It combines knowledge of Finance & Marketing to deliver best results.

Course focuses on in depth understanding various Banking & Wealth products (Indian markets).

• Overview of BFSI Sector / Banking, Mutual Funds , Insurance, Equities

• Banking Financial Analysis

• Banking Products

• Wealth Management – Business Model / Portfolio Building / Asset Allocation

• Portfolio Management Services

• Calculating Real Returns for Investors

• Investment Recommendations / Churn

• Selling Techniques

• Market Simulations

• Extensive hands on learning

• Industry case studies

Asset Allocation & Portfolio Management

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What you will learn

• Banking Products, Mutual Funds, Insurance, Wealth Management, Portfolio Management, AIF

Rating: 3.8

Level: Intermediate Level

Duration: 10 hours

Instructor: ForeVision Academy