Retail Banking & Wealth Management

Learn customer banking services, financial products, investment planning, insurance, mutual funds and wealth advisory practices used by banks and financial institutions.

Customer Banking

Relationship Management

Investment Products

Mutual Funds & Deposits

Insurance & Wealth

Financial Planning

Career Support

Banking & Finance Jobs

About the Course

The Retail Banking & Wealth Management Course trains students in banking customer services and financial advisory roles. You will learn savings and deposit products, loans, insurance, mutual funds, portfolio planning, and customer relationship management used by banks, NBFCs and wealth advisory firms. This course is ideal for BBA, B.Com, MBA Finance students and job seekers preparing for Relationship Manager, Personal Banker, Sales Executive and Financial Advisor roles.

Curriculum

Introduction to Retail Banking

  • Banking structure in India
  • Retail vs corporate banking
  • Banking services overview
  • Customer relationship roles

Deposit Products

  • Savings & current accounts
  • Fixed deposits & recurring deposits
  • Interest calculation
  • Customer onboarding

Loan Products

  • Home loans
  • Personal loans
  • Vehicle loans
  • EMI calculation

Investment Products

  • Mutual funds basics
  • SIP investment
  • Bonds & securities
  • Risk vs return

Insurance & Wealth Planning

  • Life & health insurance
  • Wealth protection
  • Financial planning
  • Retirement planning

Customer Relationship Management

  • Customer handling skills
  • Sales techniques
  • Cross-selling products
  • Complaint resolution

Digital Banking

  • Net banking & mobile banking
  • UPI & payment systems
  • Cards & ATM operations
  • Security awareness

Soft Skills & Interview Preparation

  • Communication skills
  • Professional etiquette
  • Resume building
  • Interview preparation

Practical Activities

Customer Advisory

Recommend banking products to customers.

Investment Planning

Prepare basic financial plans.

Insurance Selection

Suggest insurance policies based on needs.

Student Testimonials

"I joined a private bank as a Relationship Executive after completing this course."

- Megha Jain

"I learned how to explain mutual funds and insurance products confidently to customers."

- Arjun Patel

"This course helped me enter the banking sector even without finance background."

- Pavan Kumar