post graduate program in banking & wealth … · sbi board member, ex-bank of america, merrill...

POST GRADUATE PROGRAM IN BANKING & WEALTH MANAGEMENT370 Hour Program

Case Study and Project driven Methodology

Delivered in Classroom and Online Learning Formats

Placement at Leading Banks and Wealth Management Firms

WWW.IMARTICUS.ORG

PROGRAM HIGHLIGHTS

The PGP in Banking and Wealth Management program is a comprehensive 370-hour program with

placement assurance, that provides aspirants with an in-depth understanding of finance basics,

banking and wealth management to enable them to take on Operations and Sales roles at leading

banks and wealth management advisory firms.

Holistic, case-study driven

curriculum designed by the

industry for careers in global

banks and wealth management

Senior industry professionals

guide you as per your

customized needs and evaluate

project submissions

Comprehensive 250 hours of

classroom training,

supplemented by 60 hours of

self paced videos and 60 hours

of live virtual classes

Get placed at leading retail &

corporate banks and wealth

advisory firms through guaranteed

interview opportunities

Get hands-on with multiple case

studies and projects across

domains to gain real world

exposure and build a portfolio of

demonstrable work

INDUSTRY ENDORSED

MENTORSHIP

CASE STUDY-BASED BLENDED LEARNING

PLACEMENT ASSURANCE

POST GRADUATE PROGRAM IN BANKING AND WEALTH MANAGEMENT

WEA

LTH

MAN

AGEM

ENT

INTERVIEW PREP

RETA

IL BA

NK

INGMACROECONOMICS

FINANCIAL ANALYSIS

CO

RP

OR

ATE

BA

NK

ING

COMPREHENSIVE

COVERAGEASSESSMENTS

FINANCIAL MARKETS

14%

5%

6%

17% 20%

26%

9%

3%

CURRICULUM

The program comes with a cutting edge industry-aligned curriculum, that offers the right blend of

theoretical knowledge, technical know-how and business acumen. The curriculum has been

designed with multiple industry leaders to ensure that you learn exactly what employers need.

LEARNING METHODOLOGY

The program is delivered using an innovative, experiential learning methodology that blends

classroom lectures with instructor-led live virtual classes and self-paced videos that you can

consume at your own pace.

100HOURS

250HOURS

60HOURS

Engaging HD videos of our

expert faculty who introduce

you to key concepts, tools and

processes

Benefits

n Active, self-paced, data-

driven learning

n Consume at your own pace

n Convenience and flexibility

in learning

Used for: Prepping you with

basic knowledge about a topic

before you come to class

Used for: Live instruction by

expert faculty and hands-on

practice in our labs

Used for: Learning real-world

applications of key tools and

frameworks using case

studies

Attend live classes with our

expert faculty at Imarticus

centers to deep-dive into each

topic

Benefits

n In-depth understanding of

concepts and processes

n Query resolution &

interaction in real time

n Hands-on practice in our

computer labs

Live instructor-led virtual

classes on weekends to gain

practical insights through

guest lectures and case

studies

Benefits

n Case study-based practical

know-how to supplement

theoretical knowledge

n Tackle subjects and

questions outside the remit

of the course

n Social and collaborative

learning

INTRODUCTION INSTRUCTION APPLICATION

1 32

INSTRUCTORVIDEOS

LIVE CLASSROOMTRAINING

LIVE VIRTUALCLASSES

INDUSTRY ADVISORS

Leveraging our deep connects with the industry, a senior industry expert with 15+ years of

experience will help you narrow down your career choices, evaluate your project submissions and

give you constructive feedback.

S K MITRAMCX Board Member,

Ex-Country Head,

Corporate And IB

SANJIV MALHOTRASBI Board Member,

Ex-Bank of America,

Merrill Lynch

TARANJIT JASWALDirector – Barclays

ANIL GUDIBANDE Ex-Managing Director,

RBS

WWW.IMARTICUS.ORG

DETAILED CURRICULUM

WWW.IMARTICUS.ORG

SEMESTER 3 - WEALTH MANAGEMENT 113 HOURS

WEALTH

MANAGEMENT

The Concept of Wealth & Savings | Wealth Management Trends | Equity Stock Selection

Process | Fundamental & Technical Analysis | Fixed Income Securities | Corporate Actions

Risk Management | Depository System in India | Depository Operations | Mutual Funds:

Basics, Structure and Distribution

Regulatory Framework 21

HO

UR

S

NISM EXAM PREP Mutual Funds | Depository Operations

18

HO

UR

S

FINANCIAL

PLANNING

Measures of Return | Financial Planning | Diversification of Portfolio & Model Portfolios

Personal Financial Ratios | Portfolio Construction, Review, Monitoring | Retirement

Planning | Public Provident Fund and Insurance | Investment Planning Framework

Taxation of Investments | Investment Calculations | Types of Risk and Measures of Risk

Relationship Manager Reporting | Legal Framework and Regulations | Risk Management

Case Study: Investment Planning & Offer an Investment Planning Solution to a Client

45

HO

UR

S

JOB-READINESSInterview Preparation - HR | Interview Preparation - Domain | Mock Interviews with

Industry Experts | Final Project Presentation | Case Study Presentation

15

HO

UR

S

PREPARES YOU TO CLEAR INTERNATIONAL CERTIFICATIONS

NISM Series VI:

Depository Operations

Certification Examination

NISM-Series-V-B:

Mutual Fund Foundation


NISM-Series-V-A:

Mutual Fund Distributors


NISM:

Investment Advisor

Certificate

CASE STUDIES AND PROJECTS

The program offers extensive opportunities for practical learning through industry-aligned case

studies and real-world project submissions at the end of each semester.

Macroeconomics:

Impact of Macroeconomic

Variables on Global

Financial Markets

Effectively Manage Risk

at a Retail Bank:

Regulatory Aspects, Pitfalls

and Best Practices

Futures and Options:

Deep Dive Pricing, Global

Benchmarks and Trends

Foreign Exchange and

Trade Finance:

What FX exposures does

Company X face?

Multi-currency Liquidity

Management:

Creating a Global Multi-

currency Notional Cash Pool

Investment Planning:

Offer an Investment

Planning Solution to a

Potential Client

PLACEMENTS

WWW.IMARTICUS.ORG

Upon completing the third semester, eligible candidates can expect placement opportunities across

top tier domestic and global Financial Service firms.

CHOOSE FROM DIVERSE JOB ROLES PLACEMENT PARTNERS

PLACEMENT ASSURANCE

The Career Assistance Services (CAS) team works hand in hand with you to further your career

aspirations. From the first placement session during the program launch to final mock interviews,

we thoroughly prepare you to be interview-ready.

RESUME

BUILDING

Refining and polishing

the candidate’s

resume with insider

tips to help them land

their dream job

INTERVIEW

PREP

Preparing candidates

to ace HR and

Technical interview

rounds with model

interview questions

and answers

MOCK

INTERVIEWS

Preparing candidates

to face interview

scenarios through 1:1

and panel mock

interviews with

industry veterans

INTERVIEW

OPPORTUNITIES

Assured 3-5 interview

opportunities at

leading banks and

wealth management

firms to ensure you

get placed

PLACEMENT

PORTAL

Access to all available

leads and references

from open and

private networks on

our placement portal

CUSTOMER REDRESSAL

FINANCIAL PLANNING

MARKET INTELLIGENCE

ASSET MANAGEMENT

CLIENT SERVICING

CLIENT ACQUISITIONS

KEY ACCOUNT MANAGEMENT

ADVISORY

and more...

BANKING AND WEALTH MANAGEMENT

RET

AIL

BA

NK

SN

BFC

SW

EALT

H M

GM

T F

IRM

S

INDUSTRY LANDSCAPE

WWW.IMARTICUS.ORG

Working Capital

Management Transaction

Banking

Foreign Exchange

Treasury services

Relationship

Management

with existing clients

Sales (Product,

Trade, etc.)

Analysis and

recommendation of

credit Industry & company

coverage Cross selling

opportunity

BANKING AND

ADVISORY SOLUTION

SALES AND

RELATIONSHIP

MANAGEMENT

RESEARCH AND

ANALYSIS

CAREERS IN BANKING AND WEALTH MANAGEMENT

OPERATIONS

FINANCE

RESEARCH

TECHNOLOGY

SALES

10+ YEARS

10 YEARS

6 YEARS

4 YEARS

0-1 YEARS

DIVISION HEAD

PORTFOLIO MANAGER/REGIONAL MANAGER

ASSET MANAGER/ BRANCH

WEALTH/RELATIONSHIPMANAGER

BANK OFFICER

CAREER TRAJECTORY AVERAGE SALARIES

JOB OPENINGS ON MONSTER (JAN, 2017)

BANK/BRANCH OFFICER

DEPUTYMANAGER

BRANCH MANAGER

PRESIDENT

` 2-4 LAKHS

` 5-6 LAKHS

` 7-10 LAKHS

` 30+ LAKHS

122222300

WEALTHMANAGEMENT

13955

RETAILBANKING

RELATIONSHIPMANAGEMENT

FACULTY

ADMISSIONS

AWARDS & ALLIANCES

The PGP in Banking and Wealth Management is ideal for students and professionals who are

interested in working in the banking industry and are keen on enhancing their technical skills with

exposure to cutting-edge practices.

www.imarticus.org [email protected]

Bangalore: stNo.143, B 1 Floor, 60 feet road, 5th Block, Koramangala,

Bangalore - 560 095

Tel: 080-45129914 / 45129924 / M: +91-9008668548

Chennai:nd2 floor, East West Centre, 128, Nelson Manickam Road,

Chennai – 600 029

Tel: 044-43558466 / 45642104 / M: +91-9789879741

Mumbai:

5th Floor, B-Wing, Kaledonia, HDIL Building, Sahar Road,

Andheri East, Mumbai- 400 058

Tel: 022-42422016 / 42422017

Delhi:

Plot No.10, Dakshin Marg, DLF Phase-II, Gurgaon - 122008 Tel:

0124-4874030

Hyderabad:

303, 3rd floor, Block 1, White House, Begumpet, Hyderabad -

500016

Tel: +91 40 47123304/06 M: +91 9100906840

Coimbatore:

1055, Gowtham Centre, First Floor, Avinashi Road,

Coimbatore – 641018

Tel: +91 9952168073

Pune:

3rd Floor, Abhinav Building, Next to Congress Bhavan,

Congress House Road, Shivaji Nagar, Pune – 411005

Tel: 022-61419585

For Online Delivery Inquiries:

1800-267-7679

PROFILE REVIEW ASSESSMENT ENROLL

1 2 3

AJITH VALIYAAjith has 10+ years of experience in sales,

marketing and product management of financial

products. He has previously worked as Investment

Advisor – Equities & Private Banking at HDFC Bank;

Sales Manager: Structured Products, Fixed Income

Products, Real Estate and Mutual Funds at ICICI

Prudential Asset Management Company; and

Relationship Manager for Salary Accounts at ICICI

Bank, as well as Senior Manager – Sales for ING

Investments. He currently leads Imarticus’ trainings

on Banking and Wealth Management across the

South region.

SAGAR PANDYASagar has a total of 8 years of experience training

experience in the areas of Credit Risk, Credit Rating

& Credit analysis. He has imparted training on

Banking, Insurance and other NBFIs, as well as in

FMCG domain along with Corporate reporting. He

has prepared various risk analysis reports of the

client's lending and investment portfolio. Sagar has

worked for companies such as Citibank, Dun &

Bradstreet (D&B), Crisil Ltd, Oracle Financial

Services Ltd, Future Group and he has an MBA in

Finance from N.L. Dalmia Institute of Management

Studies and Research.

post graduate program in banking & wealth … · sbi board member, ex-bank of america, merrill...

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