The current financial market offers individuals a mind-boggling number of financial products and services. With more than 350 mutual funds, 200 Insurance Products and 5000 listed companies, how does one figure out the best financial solution to meet his needs, aspirations and life goals. This is where the need of Wealth Management arises. A Wealth Manager guides his customer on financial products and services that best address his complete spectrum of life needs ranging from insurance to investment to real estate to debt instruments.

Today Banks and other financial services organizations prefer Wealth Management skills as a job requirement for employees interacting with customers in the capacity of Relationship Managers or Product Managers. Typical jobs available are of Relationship Manager, Financial Advisor, Sales Manager, Branch Manager, Dealers Research Analyst.

Entry level package is approximately Rs.2,00,000 per annum.

Key Features of the Program

• Employment – Focused Curriculum
  The Program curriculum has been designed in consultation with industry experts therefore making it industry – authenticated. The course content developed by the experts focuses more on the practical aspects of the industry.
• Industry Experts as Faculty
  The faculty from the Industry are invited to take lectures. Real life illustrations will be discussed in class to give you a better understanding of the industry. In addition to these, case studies discussions, group activities, presentations, role-plays in class.  
• Program focuses on building technical and soft skills
  The Program includes sessions on Business Communication, Computer skills, Selling Skills that would make you confident to face the corporate world.
• Assistance for Job Placement
  IMS Proschool has associations with leading organisations in diverse industries which will provide as stepping stone for your career.

Eligibility Criteria

The candidate should be a graduate from any stream with minimum of 45% in graduation. MBAs can also apply for this program.

Program Content

The program comprises five modules viz.

• Introduction to Wealth Management
• Capital Markets
• Commodity Markets
• Portfolio Management
• Business Communication

Program Duration:
The course duration is 6 months. It is a full day course from Monday to Friday from 10.30 am to 5.30 pm.

EVALUATION AND CERTIFICATION

The students will be evaluated on

• Class Assignments
• Assessment Tests
• Final Assessment Test

The candidates should have scored a minimum of 50% to qualify for the Certification.

INFRASTRUCTURE

• Wi- fi environment: Each student will have access to Wi-fi enabled computer in the classroom.
  
• Air Conditioned Classrooms: All classrooms are airconditioned.
  
• Modern Presentation Aids: Each Classroom is equipped with smart boards, LCD projectors and state of the art AV systems.

Cities where IMS Proschool Programs Offered.
Currently the program is being offered in Mumbai, Pune and Nasik.

ADMISSION PROCESS

Step 1: Students have to submit the Application form available in the prospectus.
Step 2: Appear for a Personal Interview. Students will be intimated about their interview date.

How to obtain the Prospectus?

• Students can collect the prospectus in person from the following IMS Office at :

  [ Locate a center ]

Note: The cost of the Prospectus is Rs.100/-

• Students can request the prospectus by post by sending a covering letter mentioning the name, complete postal address, Contact number and email id, along with a Demand Draft of Rs. 100/-

• IMS Learning Resources Pvt Ltd
  67, Jayant Building,
  Jain Hostel Road,
  Near Sion circle,
  Sion – west, Mumbai 400022
  Tel: 022-65285393/94
  Mob.: 9372895050

Program Fees: Rs. 50000/-
Note: IMS Proschool has tied up with HDFC Bank to offer students education loans at special rates only for IMS Proschool Programs. For more information contact the IMS Proschool counsellor