Retail Banking & Wealth Management

Course Overview: This comprehensive Retail Banking & Wealth Management course by Manvi Tayal is crafted for banking professionals and aspiring financial advisors who wish to specialize in the retail banking and wealth management sectors. With her practical insights and industry experience, Manvi Tayal guides you through the fundamentals and advanced aspects of customer-focused banking services and effective wealth management strategies, helping you gain valuable skills and knowledge for career growth.

What You’ll Learn:

• Core Retail Banking Services: An in-depth look at customer service, loan products, deposits, and the role of technology in enhancing retail banking efficiency.
• Wealth Management Essentials: Covering the principles of wealth management, including investment planning, asset allocation, and portfolio management tailored to individual clients.
• Customer Relationship Management (CRM): Strategies for building and maintaining client trust, loyalty, and long-term relationships in retail banking.
• Risk and Compliance in Retail Banking: Understanding regulatory requirements, risk assessment, and compliance practices that are critical in managing financial products and client portfolios.

Course Features:

• Interactive Video Sessions: Structured video modules that make complex concepts accessible and engaging.
• Real-World Case Studies: Practical insights through case studies on retail banking operations and wealth management.
• Assessment Modules and Quizzes: Evaluate your understanding with regular assessments and topic-based quizzes.
• Focused Doubt-Clearing Sessions: Regular opportunities to discuss questions and clarify concepts directly with Manvi Tayal.

Ideal For:

• Banking professionals aiming to specialize in retail banking or wealth management.
• JAIIB/CAIIB candidates focusing on gaining practical and theoretical expertise in these areas.

Empower your banking career with the Retail Banking & Wealth Management course by Manvi Tayal. Learn to serve clients effectively, manage risks, and deliver top-tier financial solutions to succeed in this dynamic industry.