Certificate in Retail Banking & Financial Market (CRBFM with NISM Certification)

12 Weeks course (Monday To Friday, 3 hours a day)

Eligibility

Min Qualification Graduates – Fresher / Experience, Brokers, Dealers, Job Seekers, Financial Consultant, others.

Seat Availiability

Only 20 (First come first basis)

Age

20 to 27 years

Certification

Certificate in in Retail Banking & Financial Market –CRBFM (IIKD)
Common Derivatives Certification Examination-(NISM )

 

Scope For Employment

There will be a growing demand for qualified manpower for the banking and finance sector in the coming years on account of expansion of volume of business and large scale retirement of personnel. Banking and finance industry will require professionally qualified manpower endowed with banking and finance knowledge and skills together with technology-familiarity ,customer-orientation and hands-on application skills who can be assigned to various desks / jobs with minimal training intervention at the bank level.

Graduates having the AMFI certification can work as Business Development Managers / Relationship Managers / Advisors for the marketing and distribution of the mutual fund schemes for Banks & brokers. Relationship Managers / Advisors assist investors in their financial planning by recommending them ideal investment portfolio and building customer relation.

Likewise graduates having NISM certification can work as an assistant to stock broker or may start his/her career in investment banking or become an independent stock broker. Graduates also can choose to be agent/advisor/distributors and sell various schemes launched by mutual funds.

Besides highly qualified professionals from Commerce, Economics, Finance, Mathematics and Management background are required as Fund Manager or Portfolio Manager who decides about the investment of the fund’s underlying securities (money received from investors for investment), realizing capital gains or losses, and collects the dividend or interest income. There are also wide job opportunities in capital markets for Chartered Accountants, MBA Finance, Financial Analysts, Economics Masters, and Statistics Masters. Besides people with deeper knowledge in the working of capital markets can choose consulting as an option

Capital Markets offer wide job opportunities for graduates and professionals as agent/advisor, share broker, fund manager etc.

 

Remuneration

Capital market is a lucrative field for youngsters because it is highly remunerative. The CTC of Business Development Managers / Relationship Managers can be 4 lacs to 10 Lacs per annum.

The remuneration of highly qualified professionals is even more depending upon the nature of the company they work with. Expected salary of CAs, MBAs, and CFAs can be within Rs 15 lacs to Rs 60 lacs per annum. The private finance planner/advisors are earning good returns out of their consultancy service in capital markets.

The income of share market brokers and mutual funds agents depends upon the number and type of scheme they sold to costumers. But it can be expected that they can easily earn Rs 3 lac to Rs 5 lac per annum with little effort.

Complete employment assistance from OCS for employment in Public Sector Banks, Private Sector Banks, Foreign Banks, Co-operative Banks , Broking Firms, Companies providing services to banking industry.

Also hosting of the Resume of successful candidates on IIKD website for employer reference.

Enclosures – Documents required for admission

  1. Attested photo copy of the mark sheets (Graduation , XIIth , Diploma ).
  2. Two recent passport size photograph.
  3. Fees for the program/course.

What We Cover

  • Introduction to Banking
  • Banking Service & Operations.
  • Compliance & Regulations
  • KYC and Account Opening Process
  • Handling Deliverables
  • Non-Cash , Account related and Retail Forex Transactions
  • Lockers Operations
  • Branch waiver System,
  • Direct Banking Channels
  • Saving account product
  • Current account Product
  • Term Deposit
  • Loan Products-Personal, Home, LAP, Education
  • Credit, and Debit Cards
  • Introduction of Financial Market
  • Basics of Derivatives
  • Introduction to the Underlying Markets
  • Introduction to Forwards and Futures
  • Strategies Using Futures
  • Introduction to Options – Options on Equities and Currencies
  • Option Trading Strategies – Strategies using Equity Options and Currency options
  • Introduction to Trading, Clearing, Settlement & Risk Management
  • Legal and Regulatory Environment
  • Accounting and Taxation
  • Sales Practices
  • Code of Conduct and Investor Protection Measures
  • Personality Development & Communication
  • Basic Excel
  • Exam preparations and Practice .
  • Interpersonal skill:
  • Communication, Presentation, Attitude, Body Language
  • Corporate Etiquettes: Email communications, phone Etiquettes.
  • Handling Irate Customer.
  • Sales F to F
  • Mock Interviews, Mock Sales Training, Demo