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Post Graduate Diploma in Banking and Wealth Management

Highlights of the Course
     The Post Graduate Diploma in Banking and Wealth Management will provide the foundation for those who wish to pursue a career in the rapidly growing field of banking and wealth management. It focuses on the innovative banking, wealth creation, protection and management strategies, skills and processes.
     This programme gives a concrete base and solid foundation to the students in the specialized areas of banking, investments, finance and wealth management. This course is rich in theory and practical knowledge about banking and wealth management, case studies, real-life examples etc.
Program duration:
     The fulltime program will be completed in one academic year (10 months) including two months internship. Internship may be waived for participants who are already employed with relevant BFSI organizations and/or are sponsored by them.
Job Opportunities :
     Mr R K Goyal, Head of HR at Bank of India one of the largest banks in India with 3800 branches mentioned that they need to hire more than 1000 new recruits every year who have the required skills to make this transformation.
     He also mentioned that Bank of India is planning to recruit at least 700 new recruits this year from university campuses. They would be happy to recruit students with specialized skills in Wealth Management as they are unable to get such candidates today.
     Apart from Banks opportunities abound in Mutual Funds, Brokerages, Insurance companies etc.
Course Curriculum
     The curriculum of this program has been designed to provide conceptual clarity as well as Industry Relevant skills. It has been developed in consultation with the needs of the financial sectors organizations which provide their clients with wealth management / private banking services.
     The Postgraduate Diploma in Banking and Wealth Management course has selected a comprehensive range of subjects to make students aware of Wealth Management. It is designed to groom students as efficient Wealth Managers, Advisors, or as Successful Investors.

Semester 1 Semester 2
1) Basics of Banking 9) Banking Operations
2) Investments for Wealth Preservation and Creations 10) Banking Environment
3) Banking Products, Small Savings Schemes 11) Loans & Borrowings
4) Capital Markets 12) Taxation
5) Life Insurance 13) Financial Planning
6) Retirement Products 14) Balance Sheet Analysis
7) General Insurance 15) Client Acquisition & Retention
8) Mutual Funds & Portfolio Management 16) The Art of Selling and Financial Counseling
Eligibility:
• Graduates in any field from recognized universities with minimum 55% more marks in Xth, XIIth and Degree examinations. (Those who have appeared for final degree examination and fulfilling Xth. & XIIth. percentage criteria can apply).
• Fluency in English and ability to deal with numbers and figures is required
Fees:
Rs. 1,40,000/- payable on admission.
DD to be drawn in favour of ‘Registrar, Tilak Maharashtra Vidyapeeth, Pune’
(Note: Educational Loan facilities are available for this program subject to conditions)
How to apply:
1. Application forms with prospectus for the PG Diploma program are available at Tilak Maharashtra Vidyapeeth’s campus at Vidyapeeth Bhavan, Gultekdi, Pune 411037. And at few other locations the names of which are given on the website.
2. To collect application form make a demand draft for Rs. 1000/- only favouring ‘Registrar, Tilak Maharashtra Vidyapeeth, payable at Pune or pay cash and pick up the form at TMVs Campus
3. Duly filled application form should be submitted along with payment at Vidyapeeth’s campus located at Gultekdi on or before 25th July 2012
4. If you have already taken the MAT, attach your MAT score, else appear for written exam. Date for the written exam will be notified on the website. Entrance exam form will be attached to the application form
5. Selected Candidates will be called for personal interview. The dates for the same will also be notified on the website

Faculties:
Mr. B R Gupta

Mr. Gupta Retd. Exec. Director LIC of India (investments) carries with him rich experience of over 4 decades and immense industry knowledge. In his professional career he has held several other senior positions including Non executive Director ICICI Prudential Asset Management, National Stock Exchange, etc.Presently he serves as a content development head for Wealth Management Curriculum Development

Mr. Anand Kulkarni

Former Director of a leading Financial Education Institute and a Marketing Professional from Insurance and Financial Advisory Industry. Has rich experience in Sales, Marketing & Training of more than 22 years. He has been a guest faculty with MET Management Institute and also addressed various seminars at national and international forums

Mr. Abhishek Somani

Mr. Abhishek is a highly qualified trainer in the Wealth Management Segment. He is a pro in conducting various student workshops and BFSI sector based training. He is a professional teacher in finance related courses and is presently a trainer at leading financial Institutions for CFP Certification.

Mr. Deepak Krishnan

Mr. Krishnan comes with over a decade of experience in Wealth Advising and BFSI training. In his successful professional career he has served various companies like Citibank and Deutsche Bank and has been a leading academician heading the academics for IMS Pro School at Ahemdabad.

TMV Campus:
TMV Campus is located at Vidyapeeth Bhavan, Gultekdi, Pune 411037
Program Prospectus:
To be developed. (will be visible on site but cannot be downloaded – as read only page)