Diploma in Retail Banking and Wealth Management Program | Banking Courses

Diploma in Retail Banking and Wealth Management

The Diploma in Retail Banking and Wealth Management (DRBWM) program, powered by Motilal Oswal as the Knowledge Partner, provides expertise in Financial Advisory and Relationship Management. This 250-hour intensive placement-focused program helps you kick-start your career in Sales, Relationship Management and Banking Operations across Indian and Global Retail Banks, Broking firms and Wealth/Investment Management firms

Program Highlights
Program Highlights
Program Highlights
Comprehensive Coverage

The DRBWM program comprises 250 hours of classroom training delivered by experienced industry professionals. It provides you with comprehensive knowledge on Banking and Finance, Capital Markets, Retail Banking products and services, Alternative Products, Financial Planning, and Risks and Regulations. You will also get hands-on practice to execute trade transactions in Finacle software. In addition, the program will help you hone your Sales and Customer Relationship skills, coupled with business etiquette and communication.

We strongly believe in ‘Learning by Doing’ and place a lot of importance to practical understanding of the subject matter. The program is delivered using a combination of classroom lectures, case studies, project work and simulations. The program will also feature guest lectures and mentoring by Motilal Oswal leadership

Experiential Learning
International Certification

In addition to the co-branded DRBWM certificate from Imarticus and Motilal Oswal, the program will also thoroughly prepare you to clear two internationally renowned certificates from National Institute of Securities Market (NISM), which will accelerate your career path in the Financial Services space:

  1. NISM Series V-A: Mutual Fund Distributors Certification
  2. NISM-Series-X-A: Investment Adviser (Level 1) Certification

The Imarticus Learning Career Services Assistance (CAS) team is committed to providing the best career opportunities to you after you graduate. We provide you career mentoring, job openings and guidance throughout the program, preparing you for successful careers in leading Wealth Management and Financial Advisory firms as well as and top-tier Retail Banks.

Become a part of one of the fastest growing sectors in India and develop in-depth expertise in Retail Banking Products and Operations, Wealth Management and Customer Service. On successful completion of this program, you will have the opportunity to work in the following functions:


Relationship Management
  • Manage high net worth clients
  • Ensure highest level of service, and serve as the single point of contact for all their financial requirements
  • Provide financial planning and investment advise


Investment Planning & Advisory
  • Assess Macro-economic factors to recommend appropriate investment avenues
  • Conduct Risk and Return Analysis for assorted investment vehicles
  • Understand client’s investment objectives, financial status and other factors to create risk profiles and assist with appropriate planning


  • Enter and authorize the transactions
  • Sell banking products, upsell, cross-sell to achieve profitability
  • Ensure the regulatory and compliance requirements are fulfilled


The program is co-created with Motilal Oswal to ensure your learning is relevant, timely and industry-aligned.

Download Curriculum

Semester 1 – Retail Banking
(110 Hours)
Introduction to Banking (8 Hours)
Law and Practice of Banking (8 Hours)
Retail Banking (8 Hours)
Products and Services (30 Hours)
Core Banking Solution (Finacle) (16 Hours)
Mutual Funds (12 Hours)
Depository Operations (12 Hours)
Regulation and Compliance (16 Hours)
Semester 2 – Wealth Management (110 Hours)
Introduction to Wealth Management (5 Hours)
Economic System and Financial System (12 Hours)
Types of Investment Assets
(8 Hours)
Equity Stock Selection Process (12 Hours)
Fixed Income Securities – Investment Evaluation (8 Hours)
Depository Operations (8 Hours)
Mutual Funds – NISM Training (16 Hours)
Measures of Return (7 Hours)
Types of Risk and Measures of Risk (4 Hours)
Financial Planning (12 Hours)
Portfolio Construction, Review, Monitoring (2 Hours)
Retirement Planning (4 Hours)
Financial Protection Planning (2 Hours)
Investment Planning Framework (5 Hours)
Semester 3 – Sales Skills and Customer Engagement
(50 Hours)
Communication Skills (2 Hours)
Interpersonal Skills (4 Hours)
Written Communication (4 Hours)
Negotiation Skills (4 Hours)
Customer Service (4 Hours)
Handling Angry Customers (4 Hours)
Telephone & Email Customer Service (4 Hours)
Sales First Step (4 Hours)
Sales F2F (4 Hours)
Simulations (4 Hours)
Interview Preparation (12 Hours)


In addition to the industry-endorsed co-branded certificate from Imarticus and Motilal Oswal, the program will also thoroughly prepare you to clear two internationally renowned certificates from National Institute of Securities Market (NISM), which will accelerate your career path in the Financial Services space:

NISM Series V-A: Mutual Fund Distributors Certification

The examination seeks to create a common minimum knowledge benchmark for all persons that sell or distribute mutual funds including Individual Mutual Fund Distributors, Employees of organizations engaged in sales and distribution of Mutual Funds and Employees of Asset Management Companies. The certification aims to enhance the quality of sales, distribution and related support services in the mutual fund industry.

NISM-Series-X-A: Investment Adviser (Level 1) Certification

This certificate creates a common minimum knowledge benchmark for all associated persons registered as an investment adviser and partners and representatives of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and offering investment advisory services.

The fees for both NISM exams are included in the program fee.
Upon completing the 250-hour diploma program, eligible* candidates will be placed in Sales, Relationship Management and Banking Operations roles across Indian and global Retail Banks, Broking firm and Wealth/Investment Management firms.
Our students have been placed at Deutsche Asset & Wealth Management, Franklin Templeton Investments, Birla Sun Life Insurance, DCB Bank Ltd., ICICI Bank, HDFC Bank, Motilal Oswal, Citi Bank, State Bank of India, Reliance Capital, LIC Nomura, Canara Bank, Punjab National Bank, Yes Bank, Axis Bank, DSP BlackRock Mutual Fund, Kotak Mahindra Bank, Religare, IDBI Bank, and Edelweiss.

The placement team at Imarticus provides 100% assistance throughout the program to ensure you become completely industry-ready by the time you complete the program. This support includes:

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

We leverage our corporate connects and committed to providing 3-5 interview opportunities to ensure you find your dream job

*In order to be eligible for placement, candidates need to clear all Imarticus exams and the two NISM exams with at least 60% grades, and maintain an average attendance of at least 80% in each of the three semesters.

The DRBWM program, powered by Motilal Oswal is ideal for:
Recent Graduates and Post Graduates

Bachelors, MBAs

Job Seekers and Career Changes in the Finance domain

With less than four years of experience

Experienced Professionals

In the Banking and Sales sector

Individuals looking for Global Certifications (NISM)

To enhance their CV and knowledge

(*) – No charge if done physically at the center

Admission Process:

Imarticus has a rolling admission process involving an initial assessment followed by a personal interview.

There are two methods to enroll:

Physical Enrollment

Walk into our Imarticus centers, where our trained counselors will have a 1:1 counseling session with you, which will be followed by a written assessment and an interview.

Online Enrollment

Please click below to fill in the online assessment form. To start off, you pay the assessment fees of Rs.300*. On payment, please call us to receive your assessment link. After clearing the online assessment, you will be invited to interview with us either physically or by phone.

Upon successfully clearing the assessment and the personal interview, you can register and enroll in the next DRBWM program.

Industry-endorsed credentials with Motilal Oswal as the Knowledge Partner

Download E-Brochure

Placement Statistics




<2 Yrs
Work Experience
MBA Finance

76% Total Placed

5% CA

53% Graduates

37% MBA Finance

5% Others

64% Work Experience

Areas Placed

Financial Planning

Business Development

Client Acquisition

Retail Banking and Wealth Management

Customer Redressal

Market Intelligence

Key Account Management

Client Servicing


Financial Planning

Business Development

Client Acquisition

Retail Banking and Wealth Management

Customer Redressal

Market Intelligence

Key Account Management

Client Servicing


Jump-start your career in Sales, Relationship Management or Operations


  • Vivek S

    Training was by far the best I have ever experienced.

    Basics were clear and technicalities were made to learn in a practical way. With theory, the course had a practical approach as well making us competitive and understand the concepts in a better way.”
  • Jangdimlung

    I was really satisfied and happy

    with the teaching and the staff for their help and support during my training period. I love to say that I did my course at Imarticus Learning.”


  • R Sundararaman

    DRBWM Faculty

    Sundararaman is a visiting faculty for Southern India Regional Council of Institute of Company Secretaries of India, Chennai & for IIBF, Chennai and other study centres conducting classes for JAIIB, CAIIB, ACS and other professional examinations. He has conducted onboarding programmes for new recruits for many leading private sector banks. His specialities include banking law and practice, banking operations, retail banking, company law and economics. He has worked at Canara Bank for 31 years. Prior to that, he has worked as Assistant General Manager – Credit Department at City Union Bank Ltd. Sundararaman is B.Sc., C.A.I.I.B., and A.C.S. certified.
  • Ajith V.A

    Ajith .V.A

    DRBWM Faculty

    Ajith has more than 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; Manager-Sales: Structured Products, Fixed Income Products, Real Estate Portfolios and Mutual Funds at ICICI Prudential Asset Management Company; and Relationship Manager for Salary Accounts at ICICI Bank. He currently works as Senior Manager – Sales for ING Investments Pvt.Ltd.
  • Jyoti

    Jyoti Thimmappaiah

    DRBWM Faculty

    Jyoti has over 14 years of Banking experience in various positions of increasing responsibility. She has worked for E-Serve International Ltd. as the Regional Manager and later moved on to HDFC Bank for 8 years as the Deputy Vice President where she was responsible for ensuring that the prescribed service excellence standards and business goals of the Unit are consistently achieved for over 300 staff. She has also won various HR awards for the best revenue generator in Insurance Business. Her areas of specialization are Customer Service, Retail Banking, Target Orientation, and Sales Management. Jyoti is an M.Com in Banking from KSOU, Mysore.


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Industry Overview

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