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所在平台: Udemy |
课程主页: https://www.udemy.com/course/banking-fundamentals-wealth-management-india/
课程评论：没有评论
课程名称：银行基础与财富管理（印度） 概述： 银行、金融服务与保险（BFSI）行业是一个极其复杂的领域，涵盖多个分支、各种产品和规章制度。许多人在该行业的一个小部分工作，而对整个行业的整体情况了解甚少。随着经济增长、消费主义和数字化的发展，BFSI行业将面临前所未有的变革。关系经理/财富经理是BFSI行业中最有利可图的职业之一，它结合了金融和市场营销的知识，以提供最佳的结果。 本课程专注于深入理解各种银行和财富产品（以印度市场为主）。课程内容涵盖对BFSI行业的概述、银行业务、共同基金、保险、股票、银行财务分析、银行产品、财富管理商业模型、投资组合构建、资产配置、投资组合管理服务、计算投资者的实际回报、投资建议与换手率、销售技巧、市场模拟等。课程还结合了丰富的实践学习和行业案例研究。 通过本课程，学员将全面提高对银行和财富管理领域的理解，掌握相关技能，并为在BFSI行业的发展奠定基础。
BFSI Sector is one of the most complicated industries as it has several branches, various products, regulations etc. People spend their lives working in one small segment of the entire industry and are unaware of the holistic picture. With the growing Economy, Consumerism & Digitization, BFSI Sector is poised for unprecedented changes. Relationship Manager / Wealth Manager is one of the most lucrative jobs in BFSI sector. It combines knowledge of Finance & Marketing to deliver best results. Course focuses on in depth understanding various Banking & Wealth products (Indian markets). Overview of BFSI Sector / Banking, Mutual Funds , Insurance, EquitiesBanking Financial AnalysisBanking ProductsWealth Management - Business Model / Portfolio Building / Asset AllocationPortfolio Management ServicesCalculating Real Returns for InvestorsInvestment Recommendations / ChurnSelling TechniquesMarket SimulationsExtensive hands on learningIndustry case studies
