Tirthankar has worked across a range of roles in wealth management covering business strategy, channel management, operations and systems development, as well as investments product management. He has worked with ICICI Bank and Deutsche Bank.
He is currently Vice President, HSBC
Overview:
This course covers the popular wealth management products such as equity, bonds, mutual funds and insurance in detail. We also help you understand and analyse the key factors that affect the equity & bond markets. This course is part of the recommended training for the Wealth Management Certification.
Who will benefit from this course?
Recommended Training
This course is suited for the following roles :
Front office roles in banks, NBFCs or brokerage firms in Relationship Management & Advisory.
The course is suitable for candidates with the following qualifications:
MBAs (Finance)/CAs
Graduates/Post Graduates with some interest in the capital markets area.
Other working professionals looking to become equity research analysts.
What will you achieve by taking this course?
Other Relevant Courses
With this course,you will be able to:
Address any queries that the client may have on equity & bond markets
How they behave; Factors affecting these markets etc.
Answer any queries that the client may have on mutual funds and insurance.
Recommend appropriate mutual funds based on a clients requirements and risk profile.
Recommend suitable insurance products that meet customer needs..
