This program provides the tools and resources required to navigate all frontiers of finance and become a successful financial professional. The program prepares you to take up various roles such as:
Analyse, evaluate and provide financial insights on various financial companies/ sectors and enable suitable investment decision.
Analyse investment opportunities and provide guidance and recommend the best course of action to fulfill the client’s need.
Monitor financial performances and actively and regularly seek an opportunity to extend the customer base, Also, coach/mentor credit managers for the approval and renewal process.
Research and evaluate all spheres of investment that will meet the client needs and create a robust portfolio.
Provide Specialised advice focused on wealth management, which includes savings, investments , mortgages, taxes and estate planning
Bachelor’s Degree (10+2+3) in any discipline from any recognised University or an equivalent degree recognised by Association of Indian Universities (AIU) with minimum 50% marks at Graduation Level.
Bachelor’s Degree (10+2+3) in any discipline from any recognised University or equivalent degree recognised by Association of Indian Universities (AIU) with less than 50% marks at Graduation level and a minimum of 2 years of work experience.