PG Diploma in Banking | Post Graduate Program and Courses in Wealth Management

About Course

The PGP in Banking and Wealth Management program is a comprehensive 370-hour program with placement-assurance, providing aspirants with an in-depth exposure to finance basics, corporate & retail banking and wealth management to enable them to take on Operations and Sales roles at leading Banks and Wealth Management advisory firms.

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Industry Endorsed

Holistic, case-study driven curriculum designed by the industry for careers in global banks and wealth management

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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

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Blended Learning

Comprehensive 250 hours of classroom training, supplemented by 60 hours of self paced videos and 60 hours of live virtual classes

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Placement Assurance

Get placed at leading retail & corporate banks and wealth advisory firms through guaranteed interview opportunities

Curriculum

The 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.

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Learn about the Program Coverage

Horizontal, Flat

3%
ASSESSMENTS
14%
FINANCIAL MARKETS
5%
MACROECONOMICS
6%
FINANCIAL ANALYSIS
17%
RETAIL BANKING
20%
CORPORATE BANKING
26%
WEALTH MANAGEMENT
9%
INTERVIEW PREP

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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
  • Assessments


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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

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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:

Prepares you to clear
INTERNATIONAL CERTIFICATIONS

Kick-Start a Career in India’s Leading Banks & Wealth Management Firms

Training Methodology

The 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.

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The Imarticus Learning Methodology

View Sample Study Plan

STEP 1: INTRODUCTION

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SELF PACED VIDEOS

Instructor-led videos to explain key concepts Consume at your own pace | Best for Understanding

STEP 2: INSTRUCTION

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LIVE CLASSROOM TRAINING

Live Classes with the Instructor to Better Understand Key Concepts

STEP 3: APPLICATION

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LIVE VIRTUAL CLASSES

Live Instructor-led Virtual Classes on Weekends to Learn Application of Concepts Learnt through Case Studies, Projects

STEP 4: REINFORCEMENT

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INDUSTRY PROJECTS

Reinforce your Learning by Working on Cutting-edge Industry Projects that Will be Evaluated by Leading Experts

24/7 Support

You 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

 

Placements

The PGP in Banking and Wealth Management comes with Imarticus’ Placement Assurance guarantee. On completing the third semester, eligible* candidates can expect placement opportunities across top tier domestic and global banks and wealth and investment houses.


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Our alumni talk about Imarticus’s training and placements


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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


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“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.”

-Jigna Shah

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Customer Redressal

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Financial Planning

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Advisory

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Market Intelligence

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Key Account Management

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Asset Management

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Client Acquisition

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Client Servicing

*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.

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Shikha Sethi, Head of Placements talks about the placement process at Imarticus

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RESUME BUILDING

Refining and polishing the candidate’s resume with insider tips to help them land their dream job

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INTERVIEW PREP

Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers

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MOCK INTERVIEWS

Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans

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ACCESS TO OUR PLACEMENT PORTAL

Access to all available leads and references from open and private networks on our placement portal

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INTERVIEW OPPORTUNITIES

Assured 3-5 interview opportunities at leading Indian and global firms to ensure you get placed

Industry Advisors


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.

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S K MITRA

MCX Board Member, Ex-Country Head, Corporate And IB

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SANJIV MALHOTRA

SBI Board Member, Ex-Bank of America, Merrill Lynch

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TARANJIT JASWAL

Director – Barclays

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ANIL GUDIBANDE

Ex-Managing Director, RBS

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:

Finance professionals

With 2+ years of work experience in Banking, Financial Advisory or Relationship Management looking to upskill

Job Seekers

Recent Graduates in Management (Finance, Marketing, Intl. Business) who want to excel at interviews

Global Certifications

To enhance their resumes & build a portfolio of demonstrable work

We run PGP in Banking and Wealth Management at our Pune, Chennai, Coimbatore, Hyderabad, and Gurgaon centers.

To enroll for the program, please click below:

Faculty


  • ajith

    Ajith Valiya

    Ajith has 10+ years of experience in sales, marketing and product management of financial products. He has previously worked as Investment Advisor

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    – 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.
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    Jyoti Thimmappaiah

    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 President

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    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 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.
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    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, Broker dealer and other NBFIs, as well as in FMCG domain along with Corporate reporting.

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    in 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.
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  • Industry Connect: Religare Wealth Management CEO Sriram Iyer on the talent gap in India

  • Industry Connect: Sameer Jaini, ex Citibank, HDFC Bank on the Banking industry in India

  • Industry Connect: Motilal Oswal AMC’s Akhil Chaturvedi on the asset management industry in India

  • Self-paced instructor video on Option Strategies by faculty, Harish Thakkar

  • A virtual class in action: faculty Lourdes Miranda explains Corporate Actions

  • A sneak peak into our classroom sessions: faculty Lourdes Miranda teaches Futures and Options

  • Learn about types of communication

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Branch managers need to have a good foundation in finance and accounting. Learn about the basics of financial statements such as balance sheets, P&L accounts and cash flow statements.

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Learn about the differences between Retail Banking and Investment Banking.

Interested in Wealth Management? Here are our Top 3 book recommendations.

FAQs

What is the format of the program?
The PGP in Banking and Wealth Management is a 370-hour program teaching foundational concepts and hands-on learning of financial markets, retail banking, corporate banking and wealth management through:
• 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 PGP in Banking and Wealth Management is a 4 month program done full time (on weekdays).
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?
The core learning will happen via 250 hours of classroom lectures at the center where you registered. Instructor-led virtual classes are held on weekends at designated times. In addition, this program also comes with 60 hours of self paced Instructor Videos that you are requested to watch before a classroom session. You will  also have access to additional study material like recordings of previous virtual classes, PowerPoint presentations, case studies, quizzes and eBooks on the learning portal.

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?
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.
What are the fees for the program?
The PGP in Banking and Wealth Management costs Rs. 1,08,500/-
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.

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