Banking & Wealth Management


Banking and Finance

Course Outcome

This course equips the candidates with essential competencies in finance, banking and wealth management to work as a successful relationship manager in banking and non banking finance firms.

Course Content

Level 1:

Financial and Financial Sector, Economic systems, Fundamentals of global financial markets, Financial products, Other Investments, Introduction of banking system, central bank and regulations, retail banking, Deposits, products and operations, Retail lending, other product and services, mobile banking, internet banking, corporate banking, debt product, liability product, Non Banking Financial Companies, Product Classification and Funding, Digital innovations.

Level 2:

Wealth Management, Equity Stock Selection process, Fixed income securities – investment evaluation, Mutual funds, Depository Operations, Financial planning, Portfolio management, measures of return, retirement plan, Investment planning framework, Banking risks and types, Market risks, ant-money laundering, Communication skills, customer services, resume writing, Interview preparation.

Training Service Provider

Imarticus Learning

Potential Job roles

Relationship Managers

Course details


170 hours Live online/classroom + 50 hours self learning

Mode of sessions


Date of Class Commencement


Key recruiters:

Deutsche Bank, Bank of America, EY, CITCO, Enfusion, SS&C, J.P.Morgan, BNP Paribas,MorningStar, Oracle, HSBC, Accenture, Wipro, Morgan Stanley, Capgemini

Average Annual Salary:

7.5 Lakh Per Annum


Imarticus and NSDC


Any graduate,0-3 years exp, Full time graduation

Course Fees:

60,000 INR (inclusive of GST)

Register Here