Wealth Management Capsule

Training Category: Operations

An integrated approach to identify, acquire and maintain wealth customers by offering banking products & delightful services besides suggesting investment solutions based on risk profile of the customers. Diversification of risk by carrying out asset allocation in order to provide market linked optimized returns.

Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services.

Having regard to above, two day training programme on “Wealth Management” has been designed aiming to educate the Relationship Managers for Liabilities, Retail Assets & Investments working in banks and financial institutions.