Learn Retail Banking and Wealth Management
215+ hours of blended learning
Prepares you for NISM V-A Mutual Funds exam
40+ assignment/scenarios/role plays for simulated learning
30+ real-life case studies and work-life scenarios
Assured Interview Opportunities
Get access to 200+ skilling courses
Batch starts on 10th May
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1150+
Students placed
5 LPA
Average CTC
15 LPA
Highest CTC job offer
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Why choose Career247?
Industry relevant Curriculum
Job-Ready Training
Capstone projects & case studies
Flexible Learning
Course Syllabus
Module 1- Banking Foundation
- Indian Financial System
- Regulations applicable to BFSI
- Banker-Customer Relationship
- Types of customers - Retail
- Types of customers - Corporate
- The Role of Fintech in Disrupting Traditional Banking
- Negotiable Instruments Act
- Risk Management in Banker-Customer Relationships
- Segmentation of retail customers: salaried, self-employed, senior citizens, students, HNIs
- Relationship mapping: decision makers vs influencers
Module 2 - Retail Banking Products and Services
Module 3 - Financial Advisory
Module 4 - Communication and Behavioural Skills
Module 5 - Sales and Customer Relationship Management
Module 6 - Placement Readiness
Module 7 - Potential Roleplay Scenarios
Module 8- Case Studies
30+ case studies
SBI's YONO
Driving Digital Transformation in Indian Banking
RBI's Asset Quality Review(ARQ)
A Turning Point for Indian Banking Sability.
RBI's Rescue For Yes Bank
Protecting Depositors and Stabilizing trust.
From Demand Drafts and Cheques to UPI'
The Great Indian Banking Shift.
ICICI Bank's Digital Transformation Journey
From Branches To Mobile Screens.
The consequences of KYC non Compliance
The consequences of KYC non- compliance in Indian banking.
Watch the preview of our Retail Banking and Wealth Management course through engaging demo videos.
Retail Banking and Wealth Management Course Demo Videos
Watch the preview of our Retail Banking and Wealth Management course through
engaging demo videos.
Program Highlights
Live & Self-Paced Learning
Access 185+ hours of live training and 30+ hours of recorded content.
Assured Placement Support
Two interview opportunities with leading banks, wealth management firms & NBFCs.
Vernacular Language Support
Geared specifically towards rural and semi-urban learners, we teach in English & Hindi
Practical Case Studies
Learn from the best sales strategies used by top-performing RMs in India.
Job-Ready Certifications
The program prepares you for NISM VA certification- to boost employability.
Affordable Education
Best in class training at unmatched pricing to make quality education affordable for all
Get access to 200+ skilling courses
Expert-taught Courses like:
- • Python
- • Data Science
- • DSA all languages
- • Competitive Coding
- • Interview Prep
- • NLP and Deep Learning
- • Pandas
- • C, C++
- • AI/ML
- • GitHub
- • Aptitude, etc.
Artificial Intelligence
Data Science
Competitive Coding
Data Structres in C
Artificial Intelligence
Company Preparation
Python Language
Data Structures in C
Banking and Wealth Management Brochure
Get your brochure now
Placement Assistance Process
Placement Assistance includes :
- Resume building and interview preparation skills workshops
- Mock interviews with technical and soft skills assessments
- Access to library of company-specific assessments wherever applicable
- Placement qualification to access Career Services team for potential job opportunities*
*Note:Placement qualification is necessary to access the Career Services team.
Job opportunities depend upon market conditions, hiring trends, and candidate performance and feedback.
Qualification criteria to access Career Services:
- 80% passing criteria across all assessments and projects
- Passing the mock interview sessions by respective faculty/mentor
- 80% attendance across our programs
- Excellent academic scores with more than 60% and above across graduation marks
- Experience between 0-3 years preferably in Program related field
Who Should Do The Retail Banking and Wealth Management Course?
Fresh Graduates and Final Year Students
Launch your career with top-tier opportunities in the banking sector.
Working Professionals
Seamlessly transition into banking sector, regardless of your current industry background.
Experienced Banking Professionals
Prepare for the prestigious NISM V-A Mutual Funds exam
Career Switchers
Pivot from IT, Retail, Sales, or any other industry into the dynamic world of banking sector.
Career247 Certifications
EARN YOUR RETAIL BANKING AND WEALTH MANAGEMENT CERTIFICATE
- 1
Industry-Recognised Credentials
- 2
Dedicated Live sessions by industry experts
- 3
Enhanced Job Opportunities
- 4
Makes your resume standout for recruiters
Program Fees
Program fees include tuition, materials, and other resources. Flexible payment options or scholarships may be available to eligible students.
Banking and Wealth Management program fees
₹ 30,000/-
Inclusive of all taxes
3.5 Month live cohort based learning
185 hours of live virtual training
40 hours of NISM VA exam prep and mock tests
Industry led case studies and sales simulations
Student testimonials
“Enrolling in the Banking and Wealth Management course was a game-changer for my career. The hands-on experience through simulated role plays and case studies helped me understand real-world challenges. The NISM certification preparation was also top-notch, making me more confident in the financial services industry.”
Shreya
Student
“I was initially unsure about transitioning to the banking sector, but after completing this course, I now feel fully prepared. The training, combined with the NISM certification, equipped me with the skills I needed to excel in the financial sector. The interactive classes and mock interviews gave me the confidence I needed for a successful career.”
Khushi
Student
“Enrolling in the Banking and Wealth Management course was a game-changer for my career. The hands-on experience through simulated role plays and case studies helped me understand real-world challenges. The NISM certification preparation was also top-notch, making me more confident in the financial services industry. ”
Pranav
Student
Meet your faculty
Ankur Goswami
Head Faculty - BFSI at Adda247
Ex-PhysicsWallah, Ex-Kotak
Giridhar Ramakrishnan
Assistant Lecturer at Manipal Academy of Banking
15+ years in Karur Vysya Bank
Kamal Budhraja
Trained for IIBF, BSE Institute
15+ years as a banking trainer
Shalini Pandey
11+ years of banking experience
Trained bank POs at Manipal Academy
FAQs
Career247’s Certification in Banking and Wealth Management is a 215-hour blended learning program designed to equip aspirants with industry-relevant knowledge and practical skills in retail banking products, financial advisory, sales, and customer relationship management. The program also provides placement assistance for promising careers in retail banks and wealth management firms.
+91 9667071054
Speak with our advisor by calling +91 9667071054 OR