Holistic, case-study driven curriculum designed by the industry for careers in global banks and wealth management
Get hands-on with multiple case studies and projects across domains to gain real world exposure and build a portfolio of demonstrable work
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
CurriculumThe PGP in Banking and Wealth Management comes with an industry-aligned curriculum that exposes you to key theoretical concepts, business perspectives and industry best practices through industry guest lectures, case studies and project submissions.
Finance Basics [52 Hours]
- Global Financial Markets
- Introduction to Banking
- Capital Market Products
- Alternative Investment
Financial Analysis [23 Hours]
- Reading Financial Statements
- Ratio Analysis
- Credit Analysis
Macroeconomics [18 Hours]
- Economic System
- Central Banks & Macro Economic Tools
- Economic, Industrial and Company Analysis
Job-Readiness [25 Hours]
- Business Communication
- Resume Writing
- Customer Service
- Customer Service Simulation
Retail Banking [63 Hours]
- Asset Products
- Deposit Products Process
- Other Products and Services
- Retail Banking Operations
- Regulatory & Compliance
Job-Readiness [10 Hours]
- Tech Trends in Banking
- Case Study Presentation
Corporate Banking [67 Hours]
- Debt & Liability Products
- Trade Finance & FX
- Working Capital
- Treasury, Payments
- Liquidity Management
Wealth Management [21 Hours]
- The Concept of Wealth & Savings
- Equity Stock Selection Process
- Fixed Income Securities – Investment Evaluation
Financial Planning [45 Hours]
- Measures of Return
- Financial Planning
- Portfolio Construction, Monitoring
- Retirement Planning
- Investment Planning Framework
- Types of Risk and Measures of Risk
NISM Exam Prep [32 Hours]
- Mutual Funds
- Depository Operations
Job-Readiness [15 Hours]
- Interview Preparation – HR
- Interview Preparation – Domain
- Mock Interviews – HR and Domain
- Final Project Presentation
At the end of the training period, you will receive an industry-endorsed certification from Imarticus.
In addition, the program will also thoroughly prepare you to clear the following external certifications, which will accelerate your career path in the Banking space:
Training MethodologyThe program is delivered using an inventive, experiential learning methodology that combines classroom lectures with instructor-led live virtual classes and self-paced videos that you can consume at your own pace.
The Imarticus Learning Methodology
STEP 1: INTRODUCTION
SELF PACED VIDEOS
Instructor-led videos to explain key concepts Consume at your own pace | Best for Understanding
STEP 2: INSTRUCTION
LIVE CLASSROOM TRAINING
Live Classes with the Instructor to Better Understand Key Concepts
STEP 3: APPLICATION
LIVE VIRTUAL CLASSES
Live Instructor-led Virtual Classes on Weekends to Learn Application of Concepts Learnt through Case Studies, Projects
STEP 4: REINFORCEMENT
Reinforce your Learning by Working on Cutting-edge Industry Projects that Will be Evaluated by Leading Experts
24/7 SupportYou will have 24/7 access to your course material on our state of the art learning management system; extended access to all course material for 6 months after the batch ends; and a dedicated Student Hotline with 24/7 support to help resolve queries.
Case Studies and Projects
- Impact of Macroeconomic Variables on Global Financial Markets (Financial Crisis 2008 etc.)
- 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 Multi-currency Notional Cash Pool
- Investment Planning & Offer an Investment Planning Solution to a Potential Client
PlacementsThe PGP in Banking and Wealth Management comes with Imarticus’ Placement Assurance. On completing the third semester, eligible* candidates can expect placement opportunities across top tier domestic and global banks and wealth and investment houses.
Training was by far the best I have ever experienced.
“All the technical concepts were made to learn in a practical way. With theory, the course had imbibed case study as well as projects which made us understand the financial concepts in a better way.”
-Vivek S, Placed as Analyst at BNP Paribas
“Imarticus truly delivers its promise of providing unrivalled education, exceptional faculty and diversified job opportunities. And this is what makes it an exemplary place for someone who wants to accentuate their career paths in the Finance domain.”
*In order to be eligible for placement, candidates need to clear all Imarticus exams with at least 60% grades and ensure an average attendance of at least 80% in each of the three semesters.
The Imarticus Careers Assistance Services (CAS) team provides a rigorous career and industry mentorship process that is customized to your needs.
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
ACCESS TO OUR PLACEMENT PORTAL
Access to all available leads and references from open and private networks on our placement portal
Assured 3-5 interview opportunities at leading Indian and global firms to ensure you get placed
Making the most of our deep connects with the industry, a senior Industry professional is on hand to mentor you to 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
SBI Board Member, Ex-Bank of America, Merrill Lynch
Director – Barclays
Ex-Managing Director, RBS
AdmissionsThe 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:
With 2+ years of work experience in Banking, Financial Advisory or Relationship Management looking to upskill
Recent Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews
To enhance their resumes & build a portfolio of demonstrable work
Ajith has 10+ years of experience in sales, marketing and product management of financial products. He has previously worked as Investment AdvisorRead More– Equities & Private Banking at HDFC Bank; Sales Manager: 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, as well as Senior Manager – Sales for ING Investments Pvt. Ltd. He currently leads Imarticus’ trainings on Banking and Wealth Management across the South region.Read More
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 Deputy Vice PresidentRead MoreWhere she was responsible for ensuring that the prescribed service excellence standards and business goals of the Unit are consistently achieved for over 300 staff members. She has also won various HR awards for the best revenue generator for the 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.Read More
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, Broker dealer and other NBFIs, as well as in FMCG domain along with Corporate reporting.Read Morein data mining and business intelligence in RDBMS. He has worked across multiple business domains such as Manufacturing, Retail, Banking and Insurance and has experience with large-scale, distributed systems design and development with strong understanding of Big Data and Hadoop.Read More
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What is the format of the program?
• 250 Hours of Classroom training
• 100 Hours of Engaging HD Self Paced Videos
• 60 Hours of Live Instructor-led Virtual Classes
What is the duration of the program?
The program is conducted 4 days a week from Tuesday to Friday for 6 hours a day. Please contact the center for more information.
What study material will be provided to us for the program?
You will be given extended access to a fully integrated online learning portal where all your learning materials will be uploaded. You will need to log in to the learning portal using the credentials provided and navigate through the portal as required.
What is the eligibility criteria for placements?
What are the fees for the program?
You can pay by Credit card, Debit Card or Net banking from all leading banks. In the event you are unable to pay, please contact 18001037480 for further assistance.
Speak to a Career Advisor