Banking Fundamentals & Wealth Management (India)
- 3.5
-
![]()
![]()
![]()
![]()
Brief Introduction
Asset Allocation & Portfolio ManagementDescription
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
Requirements
- Requirements
- None
ForeVision Academy
3.5 Raiting
Banking Fundamentals & Wealth Management (India)
- 3.5
-
![]()
![]()
![]()
![]()
![]()
Asset Allocation & Portfolio Management BFSI Sector is one of the most complicated industries as it has several branches, various products, regulations etc....
