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Today we expect that the wealth in India held by individuals will almost double over the next 3 years and we are looking at the growth from the present Rs 73 lac crores to Rs. 144 lac crore by 2012-13. This is making wealth management as a rapidly growing profession across the world and quality advisory is becoming essential for the fast growing working populations that earns well, and needs a specialist to handle their wealth. Today this sector offers ample opportunities for aspiring banking professionals, individuals looking to become Wealth Managers/Pvt. Bankers and also for those looking to start their own financial practice. These wealth managers offer advisory services across various investment opportunities and financial Instruments available in India and across globe.
Corporate Connect brings to you focused learning programs which are specially designed from the perspective of industry needs, ensuring that the candidate becomes job fit and ready to take on the market along with internationally recognized certification. You can also avail of our placement services, as we have already placed more than 75 wealth managers this year in partner organizations like RBS, Standard Chartered, Citibank, Religare Macquarie and many more.
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Help us know you better for suggesting a path that will enable you to take a quantum leap in your career in wealth management with large banks and wealth management companies. |
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Wealth Management Advisor / Relationship Manager / Equity Broking professional
If you desire to move into the Private banking space and handling Ultra HNI / HNI Clients, you need to enhance your existing wealth management as well as Relationship Management skills to move to this next level. Your current skills of dealing with Mass Affluent Clients will not be suitable in your new role.
While some of the Relationship Managers have moved into the Private Banking space, success has been far and few and attributed to the sheer individual brilliance of a few. The Private banking space is opening up fast in the country and there is a sheer dearth of talent in this field. It is therefore a great opportunity in differentiating yourself from other aspirants and getting up-skilled to ensure success and growth in the new job.
We recommend that you get certified as a CERTIFIED FINANCIAL PLANNER cm (CFPcm) which is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. This is the highest level of Certification worldwide in the field of Financial Planning. The usage of the mark CFP cm with your name on business card and stationary immediately conveys expertise and credibility as a qualified professional.
Register with us to get detailed brochure of the program
Insurance / Banking / any other industry professional
Significant changes in the market is now making you sit up and think of your growth and career opportunities because your current industry is going through a difficult time.
Post the change in regulations, the industry is going through a lot of pain and will take time to sort out the challenges faced. There is talk about the industry being forced to cut costs on the distribution side which would have a direct impact on the sales community in the company. You have a choice to make. You could either sit or wait out till the industry finds its own solutions (we are confident that in a couple of years it will) or re-skill yourself in another area which is booming, viz., wealth management and make a shift to this fast growing and remunerative industry. However, it is important that you are skilled to be “Market Ready and Job Fit” so that you hit the ground running and are successful. At this stage in your career, you don’t want to risk failure.
Our recommendation:
We recommend that you skill yourself for the “Wealth Management Program” which not only skills you on the financial markets – viz. Equity, fixed income, Mutual Funds, Insurance etc, but also makes you “Market Ready” by skilling you on the Client Engagement / Relationship Management skills, Financial Planning, Client Risk Profiles and Asset allocation, New client acquisition and also softer aspects like business etiquettes and grooming. Moreover, you would be certified as an Associate Financial Planner (AFP) in Investments. This mark can be used along with your name on your business card and other stationary. The mark instantly communicates expertise and credibility as a qualified professional in the eyes of employers as well as clients. This should give you the edge when you go for an interview with your dream company.
Additionally, you could do some three other modules over the year and even aim at certifying yourself as a CERTIFIED FINANCIAL PLANNER cm (CFP cm) – the highest level of certification in Financial Planning.
Register with us to get detailed brochure of the program
If you have been part of the booming consumer finance sector viz., Personal Loans, Credit cards etc, you would have witnessed the pain which the industry had to go through in the last two years. There is still no recovery in sight for the unsecured lending segment. The only pick-up we are seeing is in the Mortgages and to some extent in Autoloans. Would you therefore like to wait for another year seeing zero to marginal growth in your career, or would you like to take the adversity head on and re-skill yourself for a bright career in the fast growing space of wealth management. However, it is important that you are skilled to be “Market Ready and Job Fit” so that you hit the ground running and are successful. At this stage in your career, you don’t want to risk failure.
Our recommendation:
We recommend that you skill yourself for the “Wealth Management Program” which not only skills you on the financial markets – viz. Equity, fixed income, Mutual Funds, Insurance etc, but also makes you “Market Ready” by skilling you on the Client Engagement / Relationship Management skills, Financial Planning, Client Risk Profiles and Asset allocation, New client acquisition and also softer aspects like business etiquettes and grooming. Moreover, you would be certified as an Associate Financial Planner (AFP) in Investments. This mark can be used along with your name on your business card and other stationary. The mark instantly communicates expertise and credibility as a qualified professional in the eyes of employers as well as clients. This should give you the edge when you go for an interview with your dream company.
Additionally, you could do some three other modules over the year and even aim at certifying yourself as a CERTIFIED FINANCIAL PLANNER CM (CFP CM ) – the highest level of certification in Financial Planning.
Register with us to get detailed brochure of the program
You would have joined the banking industry looking at the bright future and growth of the industry. Congratulations! You made the right choice. However, you are finding a little stagnation in your career in this point of time – whether it be liability acquisition, client service or in branch sales. You want to now move to the next level. This is the right time to skill yourself in the Wealth Management industry so that you could not only enhance your career but also move into that dream company which you have been aspiring for.
Our recommendation:
We recommend that you skill yourself for the “Wealth Management Program” which not only skills you on the financial markets – viz. Equity, fixed income, Mutual Funds, Insurance etc, but also makes you “Market Ready” by skilling you on the Client Engagement / Relationship Management skills, Financial Planning, Client Risk Profiles and Asset allocation, New client acquisition and also softer aspects like business etiquettes and grooming. Moreover, you would be certified as an Associate Financial Planner (AFP) in Investments. This mark can be used along with your name on your business card and other stationary. The mark instantly communicates expertise and credibility as a qualified professional in the eyes of employers as well as clients. This should give you the edge when you go for an interview with your dream company.
Additionally, you could do some three other modules over the year and even aim at certifying yourself as a CERTIFIED FINANCIAL PLANNER cm (CFP cm) – the highest level of certification in Financial Planning.
Register with us to get detailed brochure of the program
While you have been doing well in your industry, you have noticed that all your friends / acquaintances in the financial industry have got lucrative well paying jobs. If you are interested in making a career in the Wealth Management space, it is still not late. You can add to your wealth of sales experience by skilling yourself for the job.
Our recommendation:
We recommend that you skill yourself for the “Wealth Management Program” which not only skills you on the financial markets – viz. Equity, fixed income, Mutual Funds, Insurance etc, but also makes you “Market Ready” by skilling you on the Client Engagement / Relationship Management skills, Financial Planning, Client Risk Profiles and Asset allocation, New client acquisition and also softer aspects like business etiquettes and grooming. Moreover, you would be certified as an Associate Financial Planner (AFP) in Investments. This mark can be used along with your name on your business card and other stationary. The mark instantly communicates expertise and credibility as a qualified professional in the eyes of employers as well as clients. This should give you the edge when you go for an interview with your dream company.
Additionally, you could do some three other modules over the year and even aim at certifying yourself as a CERTIFIED FINANCIAL PLANNER cm (CFP cm ) – the highest level of certification in Financial Planning.
Register with us to get detailed brochure of the program
Student pursuing professional degree in Finance,
Congratulations on choosing to do a specialized professional course to enhance your career opportunities. However, if you want to make a career in the fast growing and lucrative Wealth Management industry so that your services are sought by banks, distribution houses, AMC’s, Equity broking or Financial Planning firms, this is the right time for you to specialize in the Wealth Management space.
We recommend that you skill yourself for the “Wealth Management Program” which not only skills you on the financial markets – viz. Equity, fixed income, Mutual Funds, Insurance etc, but also makes you “Market Ready” by skilling you on the Client Engagement / Relationship Management skills, Financial Planning, Client Risk Profiles and Asset allocation, New client acquisition and also softer aspects like business etiquettes and grooming. Moreover, you would be certified as an Associate Financial Planner (AFP) in Investments. This mark can be used along with your name on your business card and other stationary. The mark instantly communicates expertise and credibility as a qualified professional in the eyes of employers as well as clients. This should give you the edge when you go for an interview with your dream company.
Additionally, you could do some three other modules over the year and even aim at certifying yourself as a CERTIFIED FINANCIAL PLANNER cm (CFP cm ) – the highest level of certification in Financial Planning.
Register with us to get detailed brochure of the program
An Independent Financial Advisor (IFA) running your own business,
looking for expertise as well as credibility which can inspire trust among your clients.
In the current environment with the margins coming down in the Wealth Management space, it is critical for Advisors like you to be able to charge an Advisory Fee. However, this is simpler said than done. You are in competition against the big brands. But your edge is your relationship with the client and ability to understand his needs. For your client to trust you as a highly skilled professional, it is important that you be skilled and certified in Financial Planning and what better than the CERTIFIED FINANCIAL PLANNER cm (CFP cm ) Certification which is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. This is the highest level of Certification worldwide in the field of Financial Planning. The usage of the mark CFP cm with your name on business card and stationary immediately conveys expertise and credibility as a qualified professional.
Register with us to get detailed brochure of the program
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Insurance Industry professional 