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.
Training Eligibility
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.
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.
Training for RM Wealth suits finance enthusiasts seeking knowledge, skill development, and opportunities to explore careers in wealth management and financial advisory services.
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.
Participants analyze real-world scenarios to
apply the concepts learned in banking, selling skills, relationship management,
and product knowledge.
Participants practice banker-customer interactions, sales
pitches, handling customer queries and grievances, and introducing products
through role play exercises.
Open sessions where participants can ask questions and seek
advice from trainers or industry experts on specific challenges or topics of
interest.
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.
