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Investment Relationship Manager Course | Myra's Academy
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+91 80083 60077

Investment Relationship Manager Course

Categories: BFSI, Skill Development
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About Course

Course Objective

You will learn the entire dynamics of financial planning, savings, investments & all major financial products that help the clients to appreciate the value of his money.

Course Package

  • Certificate
  • Live Project
  • Dedicated Placement Manager
  • Interview Preparation

Course Eligibility – Any undergraduate/Graduate

Module Details

  1. Detailed Introduction to Banking
  2. Insurance
  3. Asset Management
  4. Broking Financial planning & its role
  5. Financial products- Savings vs. Investment vs. Protection vs. ULIP vs. ELSS
  6. Relationship Management
  7. Sales Techniques- Concept of HNIs
  8. Telesales
  9. TeleMarketing
  10. DST
  11. Bancassurance
  12. Client Acquisition
  13. Activation & Retention
  14. Stock & exchange
  15. CRM Services- Hubspot
  16. Finware
  17. Role of relationship Manager Competencies Required
  18. Live Projects

Course Outcome

  • Job opportunities as Relationship Manager/Account Manager/Sales Manager/Branch Manager across Banking
  • Insurance
  • Asset Management in the field of direct sales
  • Channel sales
  • Corporate sales
  • Business development
  • Bancassurance
  • Tele sales etc.
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