Adda Skills

Retail Banking and Wealth Management Certification

180+ hours of learning for relationship management and financial advisory roles

150+ hours of live training , Available in Online mode and Offline at our Pune campus

2 Assured Interview Opportunities

15+ real-life case studies and work-life scenarios

Ex-Bankers and Industry Experts as Faculty

Prepares you for NISM V-A Mutual Funds exam

Batch Launching Soon!!

Kickstart your career in Retail Banking & Wealth Management🚀

Program highlight
Strong Industry Demand

Strong Industry Demand

Indian Banking sector will be 3rd largest in the world by 2026.

Fast-Track Career Growth

Fast-Track Career Growth

Banks & NBFCs are hiring 50000 relationship managers/ advisors annually.

Diverse Opportunities

Diverse Opportunities

Ample opportunities across Retail Banks, Microfinance/ Small finance banks, NBFCs, Fintechs,Wealth management firms

Lucrative Earning Potential

Lucrative Earning Potential

The Indian banking sector is expected to create 1.6 Million new jobs by 2030

Investors who believe in us

Google
West Bridge
Infoedge
Asha Ventures

Program Highlights

Live & Self-Paced Learning

Live & Self-Paced Learning

Access 150+ Hours of live training by ex-bankers as your faculty, and 30+ hours of recorded videos

Guaranteed Career Support

Guaranteed Career Support

Two interview opportunities with leading banks, microfinance/ small finance banks, NBFCs, Fintechs and wealth mgmt. firms

Vernacular Language Support 

Vernacular Language Support 

Geared specifically towards rural and semi-urban learners, we teach in English & Hindi

Practical Case Studies

Practical Case Studies

Learn from the best sales strategies used by top-performing RMs in India.

 NISM-VA Mutual Fund Certification

NISM-VA Mutual Fund Certification

The program prepares you to clear the NISM V-A (Mutual Fund Distributor) exam through 20+ hours of training +2 mock tests

Affordable Education

Affordable Education

Best in class training at unmatched pricing to make quality education affordable for all

Industry-Ready Skills Comprehensive Curriculum for

Module 1

  • Basics of the Indian Financial System
  • Role of Financial Regulators: RBI, SEBI, IRDAI, PFRDA
  • Comparison of Banks vs NBFCs vs Fintechs vs AMCs vs Insurance Companies
  • Branch-Level Profitability: How Profitability is Calculated and the Importance of NII & NIM
  • Indian Banking Types: PSU, Private, Foreign, RRBs, Co-op, Payments & SFBs
  • Banking & NBFC Structure: Operations and Key Risks in Banking
  • Contribution of the BFSI Sector to the Indian Economy
  • Core Financial & Macroeconomic Concepts: Inflation, GDP, Budgeting, Fiscal Deficit
  • Monetary & Regulatory Concepts: Repo, CRR, SLR & Financial Inclusion
  • Career Overview across Banking, NBFCs, Fintech, AMCs, and Insurance

Case Studies:

  • ICICI Bank’s Digital Transformation Journey – From Branches to Mobile Screens
  • RBI’s Rescue of Yes Bank (2020) – Protecting Depositors & Stabilizing Trust
  • RBI’s Asset Quality Review (AQR) – A Turning Point for Indian Banking Stability

Assignment 1:

  • Conduct a SWOT analysis of the Indian banking system.

Prepare for NISM V-A Mutual Fund Distributor Certification

Tools you will learn

Learning Journey

Tools you will learn

15+ Case Studies That You'll Do

 From Branches to Mobile Screens

From Branches to Mobile Screens

Protecting Depositors & Stabilizing Trust

Protecting Depositors & Stabilizing Trust

A Turning Point for Indian Banking Stability

A Turning Point for Indian Banking Stability

 Salaried Professionals vs Senior Citizens

Salaried Professionals vs Senior Citizens

Analysis of successful client negotiations and their outcomes

Analysis of successful client negotiations and their outcomes

Employee Professionalism, Dress Code & Its Impact on Customer Trust

Employee Professionalism, Dress Code & Its Impact on Customer Trust

Case studies on customer service excellence

Case studies on customer service excellence

Presentation on the End use of the Loan  (Purchase VS Leverage Products)

Presentation on the End use of the Loan (Purchase VS Leverage Products)

Mapping products to customer personas, borrowing needs and how to ensure end use

Mapping products to customer personas, borrowing needs and how to ensure end use

UPI – Revolutionizing Digital Payments in India.

UPI – Revolutionizing Digital Payments in India.

The Consequences of KYC Non-Compliance in Indian Banking.

The Consequences of KYC Non-Compliance in Indian Banking.

Money Mule Scams and Their Impact on the Indian Economy.

Money Mule Scams and Their Impact on the Indian Economy.

Evolution of AMCs in India

Evolution of AMCs in India

Case on SEBI’s role in recent MF issue

Case on SEBI’s role in recent MF issue

AMFI Code Violation case.

AMFI Code Violation case.

Hands On Assignments That You'll Do

 Analyze strengths, weaknesses, opportunities, threats shaping Indian banking today.

Analyze strengths, weaknesses, opportunities, threats shaping Indian banking today.

Observe branch operations, roles, customer flow, and service routines.

Observe branch operations, roles, customer flow, and service routines.

 Create two personas: goals, income, risks, and product preferences.

Create two personas: goals, income, risks, and product preferences.

 Apply KYC, AML, FEMA scenarios with ethical selling decisions.

Apply KYC, AML, FEMA scenarios with ethical selling decisions.

 Solve model papers, review answers, improve speed and accuracy.

Solve model papers, review answers, improve speed and accuracy.

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Retail Banking and Wealth Management Course Demo Videos

Watch the preview of our Retail Banking and Wealth Management course through engaging demo videos.

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Video thumbnail
Video thumbnail

Know more about the Program

Get a detailed guide on our job-linked programs – eligibility, curriculum, and career opportunities.

Brochure Visual

Career Path In Retail Banking and Wealth Management

Your journey from beginner to expert in the field of banking.

  • Experience rapid salary growth as you move up in Retail Banking and wealth management. Start with entry-level roles and progress to high-paying leadership positions.

    Career path image 1

Earn your Certification

Certificate 1
Certificate 2

Career Assistance In Retail Banking And Wealth Management

Program highlight

Resume Building

Refining and polishing the candidate’s resume with insider tips to help them land their dream job

Mock Interviews

Preparing candidates to face interview scenarios through 1:1 and panel mock interviews with industry veterans

Interview Prep

Preparing candidates to ace HR and Technical interview rounds with model interview questions and answers

Assured Interviews

We help you with 2 Assured interview opportunities available in the space

Tools you will learn

Who should do Retail Banking & Wealth Management Course

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    Fresh Graduates & Job Seekers

    Fresh graduates & job seekers aiming for careers in banking and financial services.

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    Working Professionals

    Professionals looking to transition into the BFSI sector

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    Upskilling Professionals

    Bank employees seeking skill enhancement in digital banking & wealth management.

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    Individuals Preparing For Industry Certifications

    Individuals preparing for industry certifications such as NISM Mutual Fund Distributor, IRDA Insurance Certification

Admission Process

Tools you will learn

Learn from Top Industry Experts

Kamal Kothari

Kamal Kothari

15+ YOE

finance expert with 15+ years in banking, wealth management, and regulatory training.

Ritika Srivastava

Ritika Srivastava

10+ YOE

Ex-banker and seasoned trainer, brings 10 years of expertise in banking, financial education, and research.

Naveen Bhat

Naveen Bhat

7+ YOE

Banking Education & Training

Transforming Careers

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Completing my ASA training was life-changing. Joining Axis Bank on March 1st started an exciting journey. I was happy to make my first sale soon after and felt proud when my Cluster Head recognized my work. Now, I work at Axis Bank, Muzaffarpur (Bihar). The training and support helped me grow. Thank you, C247 team, for this journey!

Datta Kailash Shinde

Datta Kailash Shinde

ASA

Enrolling in the Banking and Wealth Management course was a game-changer for my career. The hands-on experience through simulated role plays and case studies helped me understand real-world challenges. The NISM certification preparation was also top-notch, making me more confident in the financial services industry.

Pranav

Pranav

Relationship Manager

I had a great experience with Career247. The team regularly takes feedback and supports students well. Everything was smooth, though the course duration could be shorter. Grateful to the entire team.

Mayank Dwivedi

Mayank Dwivedi

Deputy Manager

I learned banking operations and sales processes in depth. The role plays gave real market exposure, while banking basics strengthened my understanding. Overall, it was a valuable learning experience with Career247.

Rutik Dhondalkar

Rutik Dhondalkar

Relationship Manager

Program Fees

Program fees include tuition, materials, and other resources. Flexible payment options or scholarships may be available to eligible students.

  • 3 months skill based cohort (live) learning

  • Industry led projects and case studies

  • 150 Hours of Live Virtual Training + 30 Hours of self paced video content

  • Get Certified in NISM V-A Mutual Funds exam

  • Placement Assistance: 2 Assured Interviews

  • Financing Options available

Program Fees

₹ 50,000/-

Inclusive of all taxes

We are partnered with top finance companies

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Frequently Asked Questions