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Creating Bankable Bankers

Making Better Bankers and Wealth Manager

For any banker or would be banker, it is important that they have a sound knowledge of basics of wealth management as they would be dealing with clients with different requirements.

Banks and other companies in the financial services industry have strong internal teams which focus on training its new recruits as they step into the banking and wealth management world. Our banking and wealth management programs are designed to complement the internal training that is given to new employees and rookie wealth managers in the BFSI industry. Our aim is to aid these programs from a practical aspect and share our experiences at every stage, enabling making their trainees better bankers and relationship managers.

Wealth management modules are comprehensive training programs customised as per client requirement. These programs give the student pragmatic and sales oriented knowledge on wealth management and financial planning. Apart from basics of wealth management, the focus of the training would be to coach students on practical aspects of dealing with wealth management clients of any size.

In addition to the detailed training on the wealth management, there is a specific module on relationship management on establishing, managing and deepening relationships with high networth clients, who expect strong and ethical advise from their relationship managers.