Diploma in Retail Banking and Wealth Management
The program is co-created with Motilal Oswal Asset Management Company Ltd as the ‘Knowledge Partner’, and comes with a cutting edge, industry-aligned curriculum, guest lectures, mentorship and a practical hands-on learning methodology. Motilal Oswal Asset Management Company Ltd is the Industry leader in Wealth Management and Advisory Services in India with a presence across 1,900+ locations.
ENDORSED BY Motilal Oswal Asset Management Company Ltd
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 Asset Management Company Ltd leadership
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.
- 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 Asset Management Company Ltd to ensure your learning is relevant, timely and industry-aligned.
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 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:
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
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 Asset Management Company Ltd is ideal for:
Recent Graduates and Post Graduates
Job Seekers and Career Changes in the Finance domain
With less than four years of experience
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
Imarticus has a rolling admission process involving an initial assessment followed by a personal interview.
There are two methods to enroll:
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.
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.