POST GRADUATE PROGRAM IN BANKING & WEALTH 370 Hour Program Case Study and Project driven Methodology Delivered in Classroom and Online Learning Formats Placement at Leading Banks and Wealth Management Firms
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. INDUSTRY ENDORSED Holistic, case-study driven curriculum designed by the industry for careers in global banks and wealth management CASE STUDY-BASED Get hands-on with multiple case studies and projects across domains to gain real world exposure and build a portfolio of demonstrable work BLENDED LEARNING Comprehensive 250 hours of classroom training, supplemented by 60 hours of self paced videos and 60 hours of live virtual classes MENTORSHIP Senior industry professionals guide you as per your customized needs and evaluate project submissions PLACEMENT ASSURANCE Get placed at leading retail & corporate banks and wealth advisory firms through guaranteed interview opportunities 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. 17% 20% 6% 26% 14% 5% FINANCIAL ANALYSIS MACROECONOMICS FINANCIAL MARKETS RETAIL BANKING CORPORATE BANKING COMPREHENSIVE COVERAGE WEALTH INTERVIEW PREP ASSESSMENTS 9% 3% POST GRADUATE PROGRAM IN BANKING AND WEALTH
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. 1 2 3 100 HOURS 250 HOURS 60 HOURS INTRODUCTION INSTRUCTION APPLICATION INSTRUCTOR VIDEOS LIVE CLASSROOM TRAINING LIVE VIRTUAL CLASSES Engaging HD videos of our expert faculty who introduce you to key concepts, tools and processes Benefits n Active, self-paced, datadriven learning n Consume at your own pace n Convenience and flexibility in learning 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 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 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 MITRA MCX Board Member, Ex-Country Head, Corporate And IB SANJIV MALHOTRA SBI Board Member, Ex-Bank of America, Merrill Lynch TARANJIT JASWAL Director Barclays ANIL GUDIBANDE Ex-Managing Director, RBS
DETAILED CURRICULUM SEMESTER 1: FINANCE BASICS 117 HOURS FINANCE BASICS Overview of the Financial Sector Global Financial Markets Buy Side and Sell Side Exchanges and Indices Banking System in India Law and Practice of Banking Lending and Deposits Products Investment Products Capital Market Products: Equities, Currencies, Fixed Income, Commodities Derivatives F&O Alternative Investments 52 HOURS MACROECONOMICS Economic System Fiscal Policy Monetary Policy Central Banks & Macro Economic Tools GDP, GNP & BOP Role of Regulatory Bodies Economic, Industrial and Company Analysis Categories of Economic Indicators Making Sense of the Macro-Puzzle 18 HOURS FINANCIAL ANALYSIS Understanding Financial Statements Ratio Analysis Basic Categories of Credit Credit Evaluation and Decision-Making Loan Pricing NPV and IRR Credit Risk Mitigation 23 HOURS JOB-READINESS Communication Skills Business Etiquette Resume Writing Customer Service with Simulation Act of Closing- Small Steps First Mastering Telephone Skills Dealing with Negotiation Assessments 25 HOURS SEMESTER 2: RETAIL AND CORPORATE BANKING 140 HOURS RETAIL BANKING Working Model of a Retail Bank Digital and Other Types of Banking Asset Products Deposit Products Loan Products & Operations Origination and Processing Payments and Fund Transfers Cash Transactions Operations and Transactions Regulatory & Compliance Risk Mitigation Components of Capital as per Basel Client Onboarding Anti-money Laundering Regulation and Compliance 63 HOURS CORPORATE BANKING Corporate Banking Overview Debt Products Types of Working Capital Loans Liability Products INCOTERMS 2010 Account Monitoring International Trade Finance Foreign Exchange Products Working Capital Management Treasury Products Correspondent Banking Relationships Multi-Currency Liquidity Management Regulation, Provisions and Reporting Types of Payments - Wholesale Vs Retail Technology Trends & Future Technologies Payment and Settlement Process Documentation and Legal Framework Corporate Banking Trends and Challenges 67 HOURS Case Study Presentation Assignments 04 HOURS
DETAILED CURRICULUM SEMESTER 3 - WEALTH 113 HOURS WEALTH 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 HOURS NISM EXAM PREP Mutual Funds Depository Operations 18 HOURS 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 HOURS JOB-READINESS Interview Preparation - HR Interview Preparation - Domain Mock Interviews with Industry Experts Final Project Presentation Case Study Presentation 15 HOURS PREPARES YOU TO CLEAR INTERNATIONAL CERTIFICATIONS NISM Series VI: Depository Operations Certification Examination NISM-Series-V-B: Mutual Fund Foundation Certification Examination NISM-Series-V-A: Mutual Fund Distributors Certification Examination 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 Futures and Options: Deep Dive Pricing, Global Benchmarks and Trends Effectively Manage Risk at a Retail Bank: Regulatory Aspects, Pitfalls and Best Practices Foreign Exchange and Trade Finance: What FX exposures does Company X face? Multi-currency Liquidity Management: Creating a Global Multicurrency Notional Cash Pool Investment Planning: Offer an Investment Planning Solution to a Potential Client
PLACEMENTS 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 CUSTOMER REDRESSAL FINANCIAL PLANNING MARKET INTELLIGENCE RETAIL BANKS ASSET CLIENT SERVICING NBFCS CLIENT ACQUISITIONS KEY ACCOUNT ADVISORY WEALTH MGMT FIRMS BANKING AND WEALTH and more... 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 INTERVIEW PREP MOCK INTERVIEWS INTERVIEW OPPORTUNITIES PLACEMENT PORTAL Refining and polishing the candidate s resume with insider tips to help them land their dream job Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans Assured 3-5 interview opportunities at leading banks and wealth management firms to ensure you get placed Access to all available leads and references from open and private networks on our placement portal
INDUSTRY LANDSCAPE BANKING AND ADVISORY SOLUTION SALES AND RELATIONSHIP RESEARCH AND ANALYSIS Working Capital Management Transaction Banking Foreign Exchange Treasury services Relationship Management with existing clients Sales (Product, Trade, etc.) OPERATIONS FINANCE RESEARCH TECHNOLOGY SALES Analysis and recommendation of credit Industry & company coverage Cross selling opportunity CAREERS IN BANKING AND WEALTH CAREER TRAJECTORY AVERAGE SALARIES ` 7-10 LAKHS ` 30+ LAKHS ` 5-6 LAKHS DIVISION HEAD 10+ YEARS ` 2-4 LAKHS PORTFOLIO MANAGER /REGIONAL MANAGER 10 YEARS BANK/BRANCH OFFICER DEPUTY MANAGER BRANCH MANAGER PRESIDENT ASSET MANAGER / BRANCH 6 YEARS JOB OPENINGS ON MONSTER (JAN, 2017) WEALTH/RELATIONSHIP MANAGER 4 YEARS WEALTH RETAIL BANKING RELATIONSHIP BANK OFFICER 0-1 YEARS 22300 13955 1222
FACULTY AJITH VALIYA Ajith 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 PANDYA Sagar 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. ADMISSIONS 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. 1 2 3 PROFILE REVIEW ASSESSMENT ENROLL AWARDS & ALLIANCES Mumbai: 5th Floor, B-Wing, Kaledonia, HDIL Building, Sahar Road, Andheri East, Mumbai- 400 058 Tel: 022-42422016 / 42422017 Bangalore: st No.143, B 1 Floor, 60 feet road, 5th Block, Koramangala, Bangalore - 560 095 Tel: 080-45129914 / 45129924 / M: +91-9008668548 Chennai: nd 2 floor, East West Centre, 128, Nelson Manickam Road, Chennai 600 029 Tel: 044-43558466 / 45642104 / M: +91-9789879741 Delhi: Plot No.10, Dakshin Marg, DLF Phase-II, Gurgaon - 122008 Tel: 0124-4874030 Pune: 3rd Floor, Abhinav Building, Next to Congress Bhavan, Congress House Road, Shivaji Nagar, Pune 411005 Tel: 022-61419585 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 For Online Delivery Inquiries: 1800-267-7679 www.imarticus.org info@imarticus.org