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Fundamentals Of Mutual Funds
Successful Living Money matters Part-4
AUGUST, 2024
Kolkata, West Bengal, India( View map )
training@wtgconsultants.in

This Training Session is Closed

Closed
Training Program

Training for RM Wealth

Coming soon
Training Price: Paid
Intermediate
Level
English
Language
7
Modules
Offline
Mode
2 Days
Duration

Training Overview

Unveiling the intricacies of banking, this program empowers you to launch a successful career in the dynamic BFSI (Banking, Financial Services, and Insurance) sector. Go beyond the basics and grasp the core functionalities of banks, delving into the value they offer to individuals and the economy. Hone
your sales skills to become an expert at identifying customer needs and recommending the most suitable financial products. Learn how to build strong, lasting relationships with clients by fostering a deep understanding of their financial goals and aspirations. Mastering compliance is key, and this program equips you to seamlessly integrate these principles into all your interactions. Through expert instruction and real-world scenarios, you'll gain the confidence.

Benefits to Draw from the Event:

  1. Grasp banking fundamentals and its role in the financial system.
  2. Understand and master selling techniques to effectively promote banking products.
  3. Hone your skills in client engagement and portfolio construction.
  4. Gain the knowledge to tailor product recommendations to individual client goals.

Training Eligibility


  • Age: 20- 35years
  • Educational Qualification: Graduate or completing Graduation in 2024

Why Should Attend

Existing Relationship Managers (RMs)

Training for RM Wealth helps RMs deepen client relationships, stay updated on industry trends, and enhance wealth management skills for better client service and business growth.

Financial Advisors and Professionals

Training for RM Wealth is perfect for advisors aiming to refine strategies, network with peers, and gain insights into advanced financial planning and wealth management techniques.

Individuals with a Passion for Finance

Training for RM Wealth suits finance enthusiasts seeking knowledge, skill development, and opportunities to explore careers in wealth management and financial advisory services.

Financial Advisors Seeking to Enhance Their Sales Skills

Training for RM Wealth is designed for advisors who want to boost sales techniques, improve client acquisition strategies, and achieve greater success in their financial advising careers.

Training Modules

  • Understand Banking System
  • Importance of Bank
  • Relationship between Bank and customers
  • Value Banking Products create for customers
  • Qualities of a Good Banker

  • Sales Process: An art that applies science
  • Acquire new customers
  • Probing skills for need identification
  • Customer needs Identification
  • Using Technology and digital tools
  • Communication is Key Customer Engagement

  • Understand customers, their family, Profession, Social Structure and outlook to life
  • Need based Selling
  • Introduction of Products that Customer may want
  • Handling customer queries and grievances

  • Knowledge of Different Liability Banking Products
  • Knowledge of Different Asset Products
  • Knowledge of Third-Party Products

  • Real-World Scenario Analysis:

    Participants analyze real-world scenarios to
    apply the concepts learned in banking, selling skills, relationship management,
    and product knowledge.

  • Interactive Sessions:

    Participants practice banker-customer interactions, sales
    pitches, handling customer queries and grievances, and introducing products
    through role play exercises.

  • Expert Interaction:

    Open sessions where participants can ask questions and seek
    advice from trainers or industry experts on specific challenges or topics of
    interest.

Frequently Asked Questions ( FAQs )

    Graduates from any stream (with or without work experience) with age between 20-35 years and who are interested to have a rewarding career in Banking or Financial Services Industry

    No. This course is designed to enhance your knowledge and Skills as RM- Wealth 

    This Covers roles and responsibilities of a RM and how best to handle them, this course also covers Product knowledge of  MF 

    This is a class room training to be attended on specific date, venue and time

    No, if you have registered for this training and miss out for any reason then No Refund will be paid

WAYTOGO Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection, and specialist staffing to training, consulting, and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains.

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