Banking and Wealth Management Bootcamp
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BANKING AND WEALTH MANAGEMENT BOOTCAMP

➤Assured Placements with Guaranteed Interview Opportunities

➤Ideal for Careers in Banking and Wealth Management

➤Flexible Weekday/Weekend Program for Freshers/Experienced

➤Pay Your Program Fee Through EMI’s

➤Eligibility: Recent Graduates in Commerce, Finance or Business Management with 0 – 3 Years of Work Experience

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Classroom Training
र 80,000/-

Online Instructor-Led Training

Online Self Paced Videos
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    • Banking and Wealth Management Course

    The internationally-accredited Banking and Wealth Management Bootcamp is designed for careers in commercial banking, NBFCs and wealth and investment management. This 180-hour program with assured placements, provides you with an in-depth understanding of financial products, along with operational risk and regulation.

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    Industry Endorsed

    Comprehensive coverage of the banking and wealth management industry, products and operations

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    Placement Assurance

    Guaranteed interview opportunities at leading banks, NBFCs and wealth and investment management firms

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    Experiential Learning

    Hands-on learning, trading simulations and case studies along with a customized personal development program

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    Career Services

    Personal development modules, mock interviews and resume building workshops

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    Industry Endorsed

    Comprehensive coverage of the banking and wealth management industry, products and operations

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    Placement Assurance

    Guaranteed interview opportunities at leading banks, NBFCs and wealth and investment management firms

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    Experiential Learning

    Hands-on learning, trading simulations and case studies along with a customized personal development program

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    Smart Classroom

    Learning via technologically-enhanced classroom training, supplemented by lecture recording

    Banking and Wealth Management Course Curriculum

    The Banking and Wealth Management Bootcamp at Imarticus will fully equip you with the knowledge and the skill set you need to begin a career in retail banking, wealth management and financial advisory.

    Semester 1: Finance Primer 30 hours

    Banking Primer

    • Introduction to the Banking System
    • Central Bank and Regulation
    • Fundamentals of Global Financial Markets

    Finance

    • Financial Products
    • Other Investments

    Financial Analysis

    • Reading Financial Statements
    • Ratios
    • Accounting and Financial Mathematics for Wealth Managers
    • Corporate Finance

    Evaluation 1

    Semester 2: Banking 50 hours

    Banking Primer

    • Introduction to the Banking System
    • Central Bank and Regulation

    Retail Banking

    • Deposit Products & Operations
    • Retail Lending – Loan Products & Operations
    • Other Products and Services
    • Mobile Banking
    • Internet Banking

    Corporate Banking

    • Introduction to Corporate Banking
    • Debt Products
    • Liability Products

    NBFC

    • Overview of Non-Banking Financial Companies (NBFC)
    • Products, Classification, Funding
    • Digital innovations in NBFCs

    Evaluation 2

    Semester 3: Wealth Management 46 hours

    Wealth Management

    • Introduction to Wealth Management
    • Equity Stock Selection Process
    • Fixed Income Securities – Investment Evaluation
    • Mutual Funds
    • Depository Operations
    • Financial Planning
    • Portfolio Management
    • Measures of Return
    • Retirement Planning
    • Investment Planning Framework

    Evaluation 3

    Semester 4: Risk, Compliance and Job Readiness 36 hours

    Risk Management

    • Banking Risks and Types
    • Market Risk

    Regulatory Framework

    • Law and Practice of Banking
    • Anti-money laundering

    Job Readiness

    • Communication Skills
    • Customer Service
    • Resume Writing
    • Interview Preparation – HR
    • Interview Preparation – Domain
    • Mock Interviews – HR and Domain

    Evaluation 4

    Training Methodology

    With a strong emphasis on ‘learning by doing’, our programs are developed with the goal of creating well-rounded, job-ready professionals that can add immediate value to any organization.

    STEP 1: INSTRUCTION

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    Classroom Training: Industry experienced instructor in a well-designed classroom environment for optimal learning, and quick query resolution.

    STEP 2: EXPERIENTIAL LEARNING

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    Real Life Learning: Go beyond traditional rote learning through the use of live case studies, real-life scenarios, and classroom discussions.

    STEP 3: REINFORCEMENT

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    Assessments: Each topic is followed by quizzes, tests and assignments that help understand and internalize key concepts.

    STEP 4: TECHNOLOGY AIDED

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    Centralized Learning: Manage your performance and progress throughout the program with our state-of-the-art learning management system.

    24/7 Support

    You will have 24/7 access to your course material on our state-of-the-art learning management system; extended access to all course material after the batch ends, and a dedicated Student Hotline with 24/7 support to help resolve queries

    Wealth and Investment Management Careers

    The Banking and Wealth Management Bootcamp comes with Imarticus’ Placement Assurance. On completing the program, eligible* candidates can expect placement opportunities across top tier banks, NBFCs and Financial Services firms

    STUDENTS REVIEWS


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    “I have had an amazing experience with Imarticus Learning.This platform provided me with an in-depth knowledge of this course along with offering you various real-world experiences. Various practical approaches were undertaken during this domain study where simultaneous importance was provided to soft skills for our overall personality development. The teaching faculty is efficient with industry experiences and their eagerness to help us throughout the learning process.”

    -Anjali jethanandani


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    “The knowledge I gained at Imarticus was in-depth and vastly extensive. The curriculum was really informative which included various online videos, course materials, and reference materials. In addition to this, the case studies and the projects we were indulged with were highly effective. The faculty members were extremely efficient and had industry experiences. They supported us throughout the learning process and guided us by clearing our doubts. Their time and efforts were worth mentioning as they boosted up our personality and helped us be self-confident.”

    -Punit Maniar

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    “I really had a remarkable experience with Imarticus while undertaking this course with them. The amalgamation of the theoretical knowledge along with related practical experiences made it easy to understand the concepts and underlying principles in this course. The trainers and the teaching faculty were very supportive and helped us clear our doubts and help us in our personality development. I highly recommend Imarticus because this platform is the source of knowledge and experiences which help in the development of an individual thus making them competent.”

    -Shweta Pilankar

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    Diverse Job Role

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    Client servicing manager

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    Financial advisor

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    Portfolio manager

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    Relationship manager

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    Fund manager

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    Account manager

    Placement Assurance

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    RESUME BUILDING

    Refining and polishing the candidate’s resume with insider tips to help them land their dream job

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    INTERVIEW PREP

    Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers

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    MOCK INTERVIEWS

    Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans

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    ACCESS TO OUR PLACEMENT PORTAL

    Access to all available leads and references from open and private networks on our placement portal

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    INTERVIEW OPPORTUNITIES

    Assured 3 interview opportunities at leading firms to ensure you get placed

    Certification

    On completion of the Banking and Wealth Management Bootcamp, you will earn an industry-endorsed certificate of excellence from Imarticus Learning.

    Certificate

    Industry Advisors

    Making the most of our deep connects with the industry, a senior Industry professional is on hand to mentor you to narrow down your career choices, evaluate your project submissions and give you constructive feedback.

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    S K MITRA

    MCX Board Member, Ex-Country Head, Corporate And IB

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    SANJIV MALHOTRA

    SBI Board Member, Ex-Bank of America, Merrill Lynch

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    TARANJIT JASWAL

    Director – Barclays

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    ANIL GUDIBANDE

    Ex-Managing Director, RBS

    Admissions

    The Banking and Wealth Management Bootcamp is ideal for students and professionals who are interested in working in the Banking and wealth management industry and are keen on enhancing their domain skills.

    Finance professionals

    Upto 3 years of work experience in Banking, Financial Advisory or Relationship Management looking to upskill.

    Job Seekers

    Recent Graduates and Post Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews.

    Global Certifications

    Those looking to enhance their resumes with an industry relevant certification.

    Finance professionals

    Upto 3 years of work experience in Banking, Financial Advisory or Relationship Management looking to upskill.

    Job Seekers

    Recent Graduates and Post Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews.

    Global Certifications

    To enhance their resumes & build a portfolio of demonstrable work.

    Eligibility: Recent graduates in commerce, finance or business management with 0 – 3 years of work experience.

    Faculty

    Jyoti Thimmappaiah

    Customer Service, Retail Banking, Target Orientation

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    Sagar Pandya

    Credit Risk, Credit Rating & Credit analysis

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    Ajith Waliya

    Experience in Sales, Marketing and Product Management

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    Banking and Wealth Management Videos

    Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the asset management industry in India

    Industry Connect: Religare Wealth Management CEO Sriram Iyer on the talent gap in India

    Industry Connect: Sameer Jaini, ex Citibank, HDFC Bank on the Banking industry in India

    Speak to a Career Advisor

    FAQs

    What is the format of the program?
    This is a 180-hour classroom training program, that provides you with in-depth exposure to products, processes and operations for roles in Banking.
    What is the duration of the program?
    This is a 2-month program done full time (on weekdays), and a 3-month program if done part time on the weekends. Please contact the nearest centre for more information.
    What study material will be provided to me for the program?
    The core learning will happen via 180 hours of classroom lectures at the centre where you registered. You will also have access to additional study material like recordings of previous virtual classes, PowerPoint presentations, case studies, quizzes and eBooks on the learning portal. You will be given extended access to a fully integrated online learning portal where all your learning materials will be uploaded. You will need to log in to the learning portal using the credentials provided and navigate through the portal as required.
    What are the eligibility criteria for placements?
    In order to be eligible for placement, candidates need to clear all Imarticus exams with at least 60% grades and ensure an average attendance of at least 80% in each of the three levels.
    What are the fees for the program?
    For details about the course fee, please contact your nearest centre.

    Speak to a Career Advisor


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