4.75(4)

Investment Relationship Manager Course

  • Course level: Intermediate

Description

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.

Student Feedback

4.8

Total 4 Ratings

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Relationship management is a strategy in which an organization maintains an ongoing level engagement with its partners, audience and clients. I recently came across this amazing course on Investment relationship management on Myra’s Academy web page. It included the entire dynamics of financial planning and savings, asset management, client acquisition, telemarketing and much more, having a course outcome in banking, insurance, business development, corporate sales etc. I would recommend this course from Myra’s Academy to everyone who is willing to learn more about relationship management in any organization.

The investment relationship management course is very interesting and helpful course for leadership development. Myra’s academy provides this course with very helpful content that greatly helps me a better understanding of global financial markets.it will helps us to maintain the strong relationship with the team members in any organization . I’m glad I took this course which helps me gain useful skills in managing portfolio’s and the ability to grasp the impacts that behaviors have on finance .I would like to thank Myra’s academy for the perceptive course.

Learning at Myra's academy was a best experience for me. I was trained in the Investment Relationship Management course where I gained a complete edge in sales techniques, and understanding the every concept of coustmer relationship management. The live project helped me a gain unique perspective on how the operations take place on the filed which is very different from the what I have read in the text books .
Thank you Myra's academy for this opportunity and making expectations Fullfiled.

Learning at Myra’s Academy was an enriching experience for me. I was trained in the Investment Relationship Management Course where I gained a competitive edge in sales techniques, client acquisition and understanding the very concept of customer relationship management. The live projects helped me gain a unique perspective on how the operations take place on-field, which is very different from what I’ve read in textbooks.

And thanks to the mentorship provided by the course trainer, I am now able to give interviews with instilled confidence.

A picture of Three hands are there and also picture of India is there and the hands are holding one one coin and they are abot to drop the coin in the map of india
8,000

Enrolment validity: Lifetime

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